Referrals Tracking and Management Toolbox

GeoMemes has developed a Referrals Toolbox to assist communities track and process resource development referrals and support land resource management. The Referrals Toolbox can be either a standalone system, or it can be integrated into a larger Community Information System.

The Toolbox is flexible and can be configured to work within your community's business processes. It is secure, with industry strength database back-end and adheres to the latest encrypted web-communication standards. It is also extensible and other features such as described in "Optional Functionality" below.

If you would like a custom quotation on a referrals system for you community, please down load this PDF, fill it out and fax/mail/email it to us. DOWNLOAD QUOTATION FORM (243KB).

Base Toolbox Functionality

Think of the base Referrals Toolbox as an information gathering tool. Proponents or government fill out the forms. Your staff will never do data entry again.

The following sections describe the core of our Referrals Toolbox.

1. The Referrals Protocols Page includes:

  • A written description of your Referral Process;
  • Web-map of your traditional territory;
  • Attached Protocol Agreements in PDF format; and
  • Link to "Submit a Referral" form

2. The "Submit a Referral" Forms include:

  • Applicant form;
  • Proposal form, having as many custom fields you need described about the proposed development (proponent info, government contact info, project description);
  • Location of the proposed project, collected using either
    • Shapefile upload;
    • Interactive web-map;
  • Attach documents of various types; and
  • Automated response (email) following submission.

3. The Proponent Dashboard includes:

  • Common Actions block (Submit new referral);
  • My referrals list; and a
  • Link to individual Referrals Report (external).

4. The Referral Report (for Proponents) includes:

  • Display of all PUBLICfields (contact information, proposal information);
  • Location map, and;
  • Zoom map.

5. Dashboard for Referrals Manager

  • Common Actions block
  • New referrals bin
  • Processed referrals bin
  • Completed referrals bin
  • Links to individual Project Reports

6. The Referral Report (for you First Nation) includes:

  • Display of ALL fields (contact information , proposal information + internal fields);
  • Location map;
  • Zoom map;
  • Button to generate PDF of Report

Optional Functionality

We can add the following tools to your custom Referrals Toolbox:

Proponent Accessed Forms/Panels

  • A. Secure payment processing and tracking (using Paypal);
  • B. Advanced error checking on referrals forms;
  • C. Upload images and or other media;

    • First Nation Accessed Forms/Panels/Functionality

  • D. File management and parallel physical (paper) file management system;
  • E. Barcode system to assist with file management;
  • F. Advanced reporting - generate statistics and tables and maps describing what community features are in the Proposal proximity)an;
  • G. Advanced base map control - customize your base maps for any of the above pages and dashboards;
  • H. Manager statistics - at the click of a button, generate statistics in table form (for many variables, over any time period. e.g. number of current referrals, type, etc.) and/or;
  • I. Advanced search with results displayed in table or map form;
  • J. Advanced workflow management - for example with system facilitating "Please provide more information" emails;
  • K. Links to external data - e.g. GeoBC map layers;
  • L. Field visit management system including uploading field photos;
  • M. Proponent uploading additional digital spatial overlays;
  • N. Scheduling, assigning and tracking of staff time / tasks;
  • O. Produce referral response letters (and customize);
  • P. Automatic rating or analysis of referrals;
  • Q. Customizable fee structure;
  • R. Track costs of processing referrals (e.g. staff time tracking);
  • S. Integration with calendar functionality, including warnings for upcoming deadlines;
  • T. Custom payment processing - including automatic invoicing of proponent; and
  • U. Links to other parts of a (e.g. TUS data collection/management, Archaeology data collection/management).

And in the future?

  • Secure connections with ILMB/FrontCounter referral databases (NEGOTIATIONS PROCEEDING);