The Fleet mgmt system is to keep track of unique objects based on their veichle registration ID. The system need to ensure that duplicates are impossible to make, and that a vehicle can only have 1 driver & owner company
The structure of the application will be hierarchical:
1. Holding company
As a rule, a vehicle can only belong to 1 policy, and a policy can only belong to 1 holding company. A holding company record can have many policies, and a policy can have many vehicles. There needs to be built in verification that these rules are not broken. A policy and a vehicle can be orphans, and then reassigned to a different holding company or policy.
There will be several fields on each holding, policy and vehicle record, that needs to be searchable, but the search will be parameter based, as to what you need to look for. On the search form, it needs to work with predictive results depending on what you type (ala Google Instant, but without the results, only suggestions from the existing records).
The page should be split in 2, with query on the left and results on the right.
Authentication and user mgmt like ZenDesk
a. [url removed, login to view]
b. [url removed, login to view]
c. [url removed, login to view]
d. Users should be put in groups and have roles managed in a similar way as to how ZenDesk does it.
Results need to be exportable to excel
Data must be able to be imported from an excel origin
Administrators have access to create and disable users, servicers has access to create and edit records, while clients have access to set flags on records, within their holding company.
All actions need to be audited on a record level, with changes listed on the bottom of the screen.
There will be some date calculation on the vehicle records, that will be aggregated to the policy record, with lists and stats and filters for showing the attached records. The lists displayed has to be complete, with autoreduction based on applied filters or searches when viewing attached vehicles on a client record.
This will be an iterative project, with the first deliverable beeing the datamodel, SSO and user/group mgmt as described and the first take at a working interface.
I will pay by the hour, but would like a bid on the first iteration. I will supply a LAMP server for your development.