Building a System to store records of Clients for an Insurance Agency.

Involves AUTOMATION - as it records data to database, it sends reminders to google calendar based on the expiry dates of client's subscription.

# Brief description of project

• The System has several segments : both Frontend and Backend

• In the front end, a client's data is input .

• This data is then sent to get stored in database. - Database is Google Sheets as it does not involve numerous entries nor intensive data manipulation.

• The system also automatically sends a reminder to administrator's calender on expiring subscriptions based on the column on expirydate.

• Use of HTML ,CSS and Javascript for Frontend and Javascript for backend.

• Use of APIs to connect frontend page and button to Google Calendar.

• System workability tested and is being actively used today.

Table of Contents

• frontend.html ; This file has : - HTML code used to build user-interface for data input. - CSS code for designing the web page - Javascript code responsible for responsiveness on the frontend side.

• backend.js ; This file has : - Javascript code that sends the input data to the google sheets for storage - Javascript code to send reminder to Google calendar based on the column 'expiryDate' directly from data input at user-interface , i.e AUTOMATION

• Usage
• Contributing
• License

Setup

• The system is implemented over a Web Browser.
• Open link with Phoenix Browser. Thereafter, you can set a shortcut to Mobile homepage or desktop for PC users. This ensures ease of access to web page by system users.

Usage

• The data of clients is input via the user-interface accessible via weblink.
• The submit button, when clicked, does two things : - Sends client record to linked Googlesheets document. - Sends reminder to Google calendar based of the data in the "expiryDate" column, whereby, it sends the reminder to a date that is a day before the actual expiry date. This gives a 24hr window before expiry of Client's insurance plan to get reminded by operating staff to renew their Insurance.

Contributing

• Any changes have to be approved.
• One can branch the project and perform necessary manipulations, then submit commit and push requests.
• You are welcome to contribute on the objective set in the next topic below - "Intended Next Phase".

Intended Next Phase

• They system creates a file with records. Next phase would be to intergrate the googlesheets with Tableau that creates specified visualizations using live incoming data.

License

This project is licensed under the License Name. N/B : This Licence part is currently a placeholder. Though, it makes the README look beautiful.