Features List

Board Insight

Feature Basic Capabilities With Compliance Insight
Boards    
Know the status of vacancies on the board X  
Keep files related to board (e.g. Annual Board Calendar, Bylaws, Administrative Guidelines, Policies, etc.) X  
Keep notes on boards.  Have forum-like discussions on the notes. Have open notes and secured notes. X  
Add custom elements to track important information for board members (coming soon)  
Automate the acquisition of information (e.g. board calendar)   X
Board Members    
Keep track of board members    
     Contact Information X  
     Terms and Time on the Board X  
     Positions on the Board (president, v.p., treasurer,
     etc.)		 X  
Keep notes on board members or candidates for the board.  Have forum-like discussions on the notes.  Have open notes and secured notes. X  
Add custom elements to track important information for board members (coming soon)  
Email address reports (all members or specific roles) X  
Mass mailing to boards X  
Features to Assess Board Quality    
     Monitor board member appointments X  
     Add custom elements to appointment monitoring X  
     Track board member training X  
     Monitor the readiness of the board to fill vacancies X  
     Monitor the range of experience of the board X  
Keep files related to members (e.g. applications, conflict of interest disclosures, etc.) X  
Automate the acquisition of information (e.g. annual conflict of interest disclosures)   X
Board Meetings    
Keep track of board meeting dates (coming soon)  
Consolidated calendar showing all boards in one calendar (coming soon)  
Monitor canceled meetings and no quorum meetings (coming soon)  
Monitor special meetings (coming soon)  
Optionally track board members' attendance (coming soon)  
Access documents related to meetings by selecting the meeting date (coming soon)  
Automate the acquisition of information (e.g. board minutes, postings, etc.)   (coming soon)

School Insight with EMO/CMO Insight

Feature Basic Capabilities With Compliance Insight
Schools    
Keep track of contacts and roles at each school X  
Integrate board contacts and roles at each schools X*  
Keep files related to each school and building X  
Add custom elements to track important historical information on the school (e.g. date authorized, contract terms, mission statement, etc.) X  
View EMO/CMO information (services provided, fee structure, initial engagement and current contract dates) X  
Automate the acquisition of information from schools   X 
Keep notes on schools.  Have forum-like discussions on the notes.  Have open notes and secured notes. X  
EMO's/CMO's    
Keep track of contacts and roles at each EMO/CMO X  
Keep files related to each EMO/CMO X  
Keep notes on schools.  Have forum-like discussions on the notes.  Have open notes and secured notes. X  
Automate the acquisition of information   X 

 *requires Board Insight license

Compliance Insight

Feature Basic Capabilities
Establish a unique master calendar of requirements X
Automatic tasks generated for requirements X
Online submission of files and data X
Tasks are generated for compliance requirements and during the review process X
Entities out of compliance are highlighted yellow X
Requirement summary information: total number satisfied, past due and late by requirement X
Automatic advance and past due email alert system for tasks to the responsible staff X
Automatic scheduler for requirement due dates (coming soon)
Enforces a two level submission review process by Corporate Computer and charter school office staff X
Automatically calculated percentages for on time submissions X
Automatically calculated percentages of accurate documents X
Customizable star rating system for on time and accuracy performance X

Standard Features Across All Insight Modules

Feature Basic Capabilities
File Management  
Acceptance Process X
     CC Filing Quality Assurance Services X
     Tasks to Final Approvers/Reviewers immediately after CC files
     acceptance		 X
     Submitters quickly advised of bad submissions X
     Process configurable by File Type X
     Reviewers determined by File Type X
Keep notes on individual files.  Have forum-like discussions on the notes.  Have open notes and secured notes. X
Specify the metadata appropriate to each file type X
Specify the acceptance file types to each file type X
Download one or multiple files in just a few clicks.  System automatically adds entity name to the filename. X
Security  
     Secure user access by file types X
     Secure user access by associated entity (School, Board, EMO/CMO) X
     Secure user update and delete capabilities by file type and entity X
Integrates with Compliance Insight  
     Automate the acquisition of files X
     Gives the user responsible for submission, a task to submit the file at
     the appropriate time.		 X
     Pre-specify the filing parameters (metadata) related to the specific file
     for which a submission is needed		 X
Discussion Notes  
Discussion Notes are available in each module, making it very easy to communicate with others or track specific details on the entities you oversee. X
Custom Elements  
Accountability Insight has been designed to be customized to the authorizers level of oversight they provide X
Reporting  
Reports link accessible from all web pages X
All reports can be printed and exported for quick saving X
Reports can be customized to client's needs X
Knowledge Base  
Help link to knowledge base is accessible from web pages X
Quickly search for articles, handbooks and training videos for help and support X
Hosting and Encryption  
All information and data is backed up each night to data tapes X
Data tapes are stored off-site X
Encrypted communication and secure identification of network X