Samaritan Technologies FAQs

Natasha Alekseeva, Billing

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Pavel Alekseev,Senior PHP Developer

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Bruce Behymer, CEO

[email protected]

Mike Brady, Implementation Manager

[email protected]

Mary Buehler, Client Success Manager

[email protected]

Dirk Heinz, Account Manager

[email protected]

Patrick Keller, Implementation Manager

[email protected]

Keith Leonard,VP of Client Services & Operations

[email protected]

Cate Murphy, Sales &Corporate Relations Manager

[email protected]

Anthony Nawa,Front End Web Developer

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Regina Pistilli,Implementation Manager

[email protected]

Joe Robinson, Front End Web Developer

[email protected]

Ken Ross,Implementation Manager

[email protected]

Kate Schaefer

[email protected]

Satina Smith, Technical Support Manager

[email protected]

Damien Taylor,Senior Front End Web Developer

[email protected]

Michael Wolfe,Technical Support Manager

[email protected]

Matt Wright,Front End Web Developer

[email protected]

Background Check

Because of the liabilities involved, background checks are rapidly becoming a requirement for any organization that has volunteers that interact with children or other vulnerable populations. eCoordinator allows you to run background checks on your volunteers and review those background checks online anytime, anywhere. If you do not see this feature in your system but are interested in having it turned on, please contact a Samaritan Client Services.

Samaritan Technologies has partnered with Safe Advantage Services to provide an integrated background checking experience from within eCoordinator. From within your account, you can request certain checks and them view them at your leisure. Once a check is run, the data is permanently stored within your database, so that you can revisit it anytime you desire. Listed below are the current checks* which can be run through eCoordinator:

Sex Offender Search (I)**: Checks 51 sex offender databases nationwide (50 states and District of Columbia).

Omni Database Check (I): Includes the Sex Offender search, but adds a search of over 215 million criminal, department of corrections and sex offender records instantly with the click of a mouse. Search requirements are: first name, last name and date of birth.

On-site County Criminal Record Search (NI): This package can search public records from all 3100+ county courthouses in the United States providing both felony and/or misdemeanor information. It generally searches individual county courts where the applicant resides and/or works, or as requested by the client. Search requirements are: first name, middle initial, last name, date of birth, along with the desired counties to search. Releases may be required.

Social Security Trace (I): This search allows eCoordinator users to input a volunteer’s social security number and instantly retrieve the names, aliases, date of birth, addresses and the dates the information was reported to the credit bureau(s). Search requirements are: first name, last name, date of birth, and social security number.

Motor Vehicle Report (NI): The Motor Vehicle Report (MVR) is the driving record from a specified state's Department of Motor Vehicles (DMV). MVRs include lists of such items as DUI arrests and convictions, reckless behavior, moving violations and the status of the applicant's driving license. MVRs are available in all states nationwide. Search requirements are: applicant's first name, last name, date of birth, social security number, drivers license number, drivers license state and drivers license class (example: personal, commercial).

* - Search package descriptions are used with permission from Safe Advantage Services.

**- Some searches are performed instantaneously (I) in eCoordinator, while others are non-instant (NI).

The Transportation Log Report

The Driver Manifest Report represents the plan for a volunteer driver’s trips as scheduled at the beginning of the day. Often plans will change during the day as clients call in with ride cancellations and new ride requests are received. So, depending on how your organization works, the plan may stay accurate throughout the day or it may change almost as soon as the driver leaves his or her home.

To accommodate changes and provide a convenient form on which to record the actual trips taken during a day as well as start times, end times, mileage, expenses, and other notes you can use eCoordinator’s Transportation Log Report.

To print the a Transportation Log Report from inside of eCoordinator right click on any of the volunteers in the list to the left of the calendar and select Transportation Log Report from the right click menu that appears as shown below.

After you select Transportation Log Report from the right click menu, the report will open up in its own window as a PDF file that you can print by clicking on the printer icon in the upper left corner of the window. You can save the report by clicking on the floppy disk icon that is just to the right of the printer icon.

Each row in the report should represent a single travel segment or leg with its own pickup and drop off. If the original driver manifest is fairly accurate you can record the Manifest Ride Number for each travel segment in the first column of the report to help you match up the rides later when recording rides using the ride survey after each day’s driving is done.

Enter an Activity letter in the Ride Outcome column to indicate the results of each ride. The Recorded column is just a place for you to put a checkmark as you enter each ride into the Ride Survey at the end of the day.

You don’t need to record a driver’s hours on the log form. The hours will be calculated automatically from the start and end times of each ride segment.

The information in the Transportation Log Report is customizable. So, please contact Samaritan’s Client Services department if you would like to have different information appear in your organization’s version of the report.

There are a lot of factors, as you know! I think you already know about the URL issue. The entire addressed must be saved to bookmark or create an icon.

But if the station does appear correctly, here's a brief trouble-shooting guide that user's on site can check:

1. The volunteer has to be placed with an opportunity

2. That Opportunity has to have the sign in station attached

3. The opportunity cannot be expired

These are the basics.

If all these conditions are met and they still cannot sign in, all we need is:

1. the name of the sign in station

2. the name of the volunteer trying to sign in

3. the opportunity

4. any error messages

There are a couple other items to consider:

Volunteers may be signed out automatically after a certain period of time set on the opportunity

(For example, this opportunity is set to sign people out after 4 hours)

If this is not set, and volunteers forget to sign out, they should be prompted the next time to do so.

I have created a grid called:*check my sign in

and shared it with everyone. Feel free to delete it if you don't want it but it may help show the status of a volunteer:

This can help with troubleshooting too.

Finally, the length of the display after signing in may be adding confusion.

For example:

Sign In Station:Troy - Main Desk

Confirmation Display on sign in and out is set to 30 seconds.If you click away before the 30 seconds is up, the system may not save. I would recommend changing this to 5 or 10 seconds.

Engineering notes - Volunteer Management System - Version 8.3 Build 8302

New Features

[ VMS-5250 ] - Calendar: Ability to limit features in the calendar by role

[ VMS-5338 ] - Set AMS/New eC account to set by default to "Standalone" and NOT "Shared"

Improvements

[ VMS-5177 ] - add iCal in eC calendar email

[ VMS-5210 ] - eCoordinator and AMS User Prevent Password Reuse Feature

[ VMS-5211 ] - Volunteer Prevent Password Reuse Feature

[ VMS-5212 ] - Disable logins that have been inactive for a specified number of days

[ VMS-5224 ] - Legacy eR> Forgot Password / UID

[ VMS-5226 ] - Strong password conditions> allow AMS user to define character length value

[ VMS-5388 ] - eR users shall NOT be allowed to opt-out of System Message type emails

[ VMS-5389 ] - Email Notification Toast Notification text string shall be editable in RMS

[ VMS-5390 ] - Add: RMS> Page Config> Volunteer Basic> Remove From System Confirmation page

[ VMS-5399 ] - Message on Automation tab

[ VMS-5432 ] - Add ID field as mail merge field in LBE email system

Samaritan is able to create and integrate your orientations, trainings, and courses with our in-house Learning Management System (LMS) integration.

What is a Course?

Courses or modules are training materials developed to address consistent needs throughout your volunteer management program that require the content to be delivered either by a human or self-guided through electronic means. Course / module material can be hard to develop and systematize. Samaritan's Client Success and Account Management teams are highly skilled in assessing your needs to determine the best way to deliver your training.

Do I need an LMS?

When deciding whether you need an LMS, ask yourself the following questions:

1. Do I have training that is required of all my volunteers?

2. Does my training have to be delivered via a human interaction or can I deliver it as a self-guided course with results?

3. Who do I send the outcomes of my trainings to? Would a quick report suffice for relaying completion of a course of do I need to give a more specific outcome?

If you answered "Yes" to these questions, you most likely would benefit from Samaritan working with you to create and host a simply LMS for your volunteer program.

What type of trainings and content can Samaritan create with you?

Content we've created and integrated include:

- Orientation and Program Introductions

- Specialized Topic Training such as; How To's, Remediation, Annual Training Reviews, Policy Changes, etc.

- Security & Compliance Training and more!

Samaritan's LMS Creation Criteria

In order to fully asses your needs, Samaritan's team will work with you to document your current training needs, find ways to condense these needs to be more efficient and draft a customized scope of work so both parties know exactly the tasks and goals for your training creation. Team members will ask you a series of questions to ascertain the best approach for your organization and the audience who will receive the training.

Pricing varies per course / module creation as each can contain different needs for delivery and consumption. The Samaritan Staff working with you can show you examples of Slide Types, Animation, Quizzes and Videos.

Please consider the follow criteria when requesting a quote for an LMS

(fill in all fields that apply):

Duration (please fill in for each course being considered)

How many courses or trainings do you have? ____

How many total slides will there be per training? ____

How many total minutes does it takes to complete each course/training?____

Types of Slides (check all that apply)

___ Basic text and images - no animation

___ Basic: text, images, and slide

___ Interactive slide(s)

___ Basic slide with video

___ Basic slide with audio

Quizzes

Are questions scored? Yes / No / Not sure

Are modules/quizzes graded?Yes / No / Not sure

If so, how? (check all that apply)

___ Pass/fail

___ Score by answer

___ Score by module

___ Cumulative score

Videos & Video Settings

___ Embedded in slide

___ Embedded in interaction

____# of videos

____Show elapsed time per video

____ Hide buttons to prevent skipping video

____Voice-over work needed? (***Samaritan currently does not offer this in-house but can bid out 3rd party services for this need. Please ask for an additional bid.)

What are my next steps?

Once you've had a chance to document your proposed needs, your next step is to send your information to your Samaritan Staff Member for bid. They will probably host a call with you to discuss your needs to ensure they bid your request accurately. Keep in mind, there will be an annual hosting via (of nominal amount) to maintain the usability of your LMS. Once your bid is created and accepted, you Samaritan Staff Member will schedule your course creation and hosting with the appropriate internal resources.

A Learning Management System (LMS)is a software application for the administration, documentation, tracking, reporting and delivery of electronic educational technology (also called e-learning ) courses or training programs. [1]

An LMS is used to solve the problem of how to train people outside the traditional classroom environment and on their own time. The easiest way to do this might be to create a YouTube video and post it for free. This is one solution but it only covers the delivery of content, it does not test, track or report the progress of the user to measure the completion or success of the training.

There are several software companies thathave fully developed LMS packages. These can be very expensive and laborious to implement. There are also open source solutions available such as Moodle.

For many of Samaritan's customers a full blown LMS is more than they need to manage volunteer training courses. In the past, Samaritan has used custom code and the API to create a "mini LMS" which is a combination of an online learning module that connects to the eCoordinator database to store quizzes and completion.

Here's the list that defines Personally Identifiable Information (PII) as provided by the United States Department of Health and Human Services regulations (45 CFR Section 164.514).

(A) Names;

(B) All geographic subdivisions smaller than a State, including street address, city, county, precinct,zipcode, and their equivalent geocodes, except for the initial three digits of azipcode if, according to the current publicly available data from the Bureau of the Census: (1) The geographic unit formed by combining allzipcodes with the same three initial digits contains more than 20,000 people; and (2) The initial three digits of azipcode for all such geographic units containing 20,000 or fewer people is changed to 000.

(C) All elements of dates (except year) for dates directly related to an individual, including birth date, admission date, discharge date, date of death; and all ages over 89 and all elements of dates (including year) indicative of such age, except that such ages and elements may be aggregated into a single category of age 90 or older;

(D) Telephone numbers;

(E) Fax numbers;

(F) Electronic mail addresses;

(G) Social security numbers;

(H) Medical record numbers;

(I) Health plan beneficiary numbers;

(J) Account numbers;

(K) Certificate/license numbers;

(L) Vehicle identifiers and serial numbers, including license plate numbers;

(M) Device identifiers and serial numbers;

(N) Web Universal Resource Locators (URLs);

(O) Internet Protocol (IP) address numbers;

(P) Biometric identifiers, including finger and voice prints;

(Q) Full face photographic images and any comparable images; and

(R) Any other unique identifying number, characteristic, or code, except for record numbers assigned by Samaritan that could not be associated by an external organization or person with any of the above types of information.

This is the information in our customer data that must be protected with the highest levels of security. Additionally, any health information included in our customer data constitutes PHI or protected health information which must also be protected by our highest levels of security.

Disclosure of any of this information without proper authorization is prohibited and carries severe penalties for Samaritan and it's contractors. Disclosure of any customer data by any member of our staff (including contractors) is grounds for administrative action up to and including termination.

Short Text vs. Long Text

There are two types of free text boxes that can be used. One is called the "Short Text" and the other is called "Long Text." The difference between these two text fields is that additional rows (up to 50) can be provided for the long text field. The short text field can have up to only ten rows. The maximum width for short or long text is 80 characters. A scroll bar will appear to accommodate longer pieces of text.

If you wish to have a default text value, deselect the "No Default" checkbox.

Long Text fields cannot be added to the data grid and therefore cannot be a part of reports.

Printing a Driver Manifest From Within eCoordinator

To print a volunteer driver’s manifest for a given day, first select the day in the calendar by clicking on it (in month view or week view), then right click on the volunteer’s name in the list of volunteers to the left of the calendar, and lastly pick Driver Manifest Report from the right click menu that appears. As an example, in the picture below the user has selected the 27th of May and has right clicked on Adam Adamson in the list of volunteers. This will print Adam’s driver manifest for the 27th of May.

After you select Driver Manifest Report from the right click menu, the manifest will open up in its own window as a PDF file that you can print out by clicking on the printer icon in the upper left corner of the window. You can save the report by clicking on the floppy disk icon that is just to the right of the printer icon.

Note that eCoordinator automatically adds start and end segments to the report for the portions of the trip that begin and end at the volunteer driver’s residence. Note also that each travel segment in the report is assigned its own manifest Ride number that you can use for reference if needed.

The information in the Driver Manifest Report is customizable. So, please contact Samaritan’s Client Services department if you would like to have different information appear in your organization’s version of the report.

Schedule Report (example with Volunteers)

This type of report can be accessed from the Volunteers, Opportunities and Clients tabs. Below is an example of how to create a "Volunteer Schedule Report."

The Volunteer Schedule Report is divided into three columns: Time, Opportunity Title, and Slot Description.

Listed are descriptions of what is under the column headings:

“Time” has the volunteer's names (in blue) with the day of the week, date, and the volunteer's schedule listed by opportunity.

“Opportunity Title” has the title of the opportunity. This corresponds to the time listed in the "Time" column.

“Slot Description” has a description of the activity that the volunteer will be performing. The description of activity is the same description that the volunteer coordinator entered on the scheduling screen (as shown below).

An option on the parameter screen is to "Start each group on a new page." The group is either by "Volunteer" or "Date"; it is the radio button selection that determined how you the report would be viewed or grouped by.

This report is helpful in determining who will be doing what on a particular day or for a specific event.

The ending date range on this report will always default to the next month.

The date range on this report must not exceed a one month period.

Inserting Your Logo

Here you can add your logo to the Sign-In splash screen the volunteer will see while at your Sign-In location. To complete this field, go to the website where your logo is located, right click on the logo and click on properties. Here you will find the address of your logo! Pretty cool, eh?

Below is an example of a "Volunteer Sign-In Station Setup" screen with the logo from above. An eCoordinator user has already logged-in and is now selecting the appropriate "Sign-In Station" for the opportunity.

There are three steps to adding an image to an Opportunity profile.

From the Attachments Tab,

1. Select "Profile Image" (you will know it is selected because it will appear darker)

2. Then, to your right, click on "Choose File" to select the image from your computer (you will know it is selected when you see the title of the image.

3. Back to the left, select "Upload" to upload your image.

You will know you are successful when you see the green check box in the attachments and you see it in the Image Preview:

Putting UDFs into Email Messages

Did we mention how easy User Defined Fields ( UDFs ) are to use? Well now you can add UDFs to your email, too.

As with all Mail Merge Fields, User Defined Fields (UDFs) can only be from your eCoordinator account. If you try to send an email with your default email client that contains Mail Merge Fields or UDFs, a warning message will display to let you know that this will not work properly. Mail Merge Fields and UDFs only work with eCoordinator.

For example, your organization wants to verify an order of T-shirts that it will be placing soon, but you want to verify the T-shirt size of all of your volunteers first. Just use the T-shirt UDF that you created earlier and then click the "Email" button to open the email window. You will be able to find your UDF under the "Mail Merge Fields" heading on the right side of your screen.

UDFs

Once you have located the correct UDF field, just click "Insert" to insert it into the "Message" field.

The selection of UDFs will differ depending on the tab that you are currently working from.

Earlier we mentioned that eCoordinator Email can help you send batch email large or small. Below is an example of an email using Mail Merge Fields and that will be sent to several hundreds of volunteers:

Approvers System

Volunteers can report hours online but there are times when these hours must be verified (i.e., approved) by a coordinator who witnessed the volunteer’s actions. If you, or another eCoordinator user, are the approval authority you do not need this system. You can select the record from inside the Log Book system and click “Approve” (see Approve Hours ). Otherwise, if somebody who is not an eCoordinator approves hours and service, you may want to consider using the Approver System, available as part of version 6.5.

This system allows you to designate someone who does not have eCoordinator access to be an authorized log book entry approver. This works great when your service opportunities or trainings are managed by someone besides yourself or your staff.

Before you start using this system there are some things you should consider:

1.

Which service opportunities need me to verify the hours that volunteers served?

2.

Of these, how many of them are managed by people who do not have eCoordinator access?

3.

Are these people willing to spend a few minutes verifying which volunteers actually showed up?

There are two parts of the system: Internal and External. The “internal” part consists of a screen inside the eCoordinator opportunities system called “Approvers.” The "external" part provides access to the authorized "approver" of an organization or an opportunity in order to verify service reported by the volunteer on said organization or opportunity.

The Approver System requires configuration within the Account Management System (AMS) and the Recruiter Management System (RMS). If you would like to set up the Approver System please contact Client Services at 1-888-904-6060.

Searching for Specific Opportunities

Multiple criteria searching:

There may be times when you do not want to search through the opportunities based on the preferences in your profile. You can create a custom search by selecting "Search All Opportunities" and then selecting the categories you wish to search by. After you have selected the categories choose whether you would like to have matches with all of the selected categories or with any of them. Now click the "Search" button under the category list to open the "Search Opportunity" window.

In the "Search Opportunity" window there will be tabs for each of the categories that you selected for this search. Select specific attributes by which you wish to search. You can navigate through the tabs by clicking on the tabs or using the "Next" and "Prev" buttons. When you are finished setting your search criteria please click the "Finish" button. The page will refresh with your search defined list of opportunities.

Zip code searching:

There is also a zip code search that allows you to search for opportunities within or within a certain distance of a particular zip code.

Keyword searching:

You may also search for opportunities by entering text into the appropriate search box and clicking the "Search" button. The following are searchable:

1.

Opportunity title

2.

Opportunity title and description

3.

City and state

4.

Country

5.

Keyword

How to Submit a Request

There are two methods for submitting a ticket:

Click the navigation menu option, "Submit a ticket," and follow the instructions.

E-mail your request to [email protected]. E-mails sent to [email protected] will automatically create a request in the Support Center.

What to include in your request

In order to effectively address an issue we need the following information:

Operating System (OS) (e.g. Windows WP, 7, Mac OS X Snow Leopard) and Browser (Internet Explorer (IE) 10, Firefox 23.0.1)used

Name of eCoordinator account / eRecruiter # (if your system has more than one eCoordinator or eRecruiter)

Steps to reproduce

Screenshot / Screencast

Things to remember

Please enter each task or question as a single item in the Support Center (Zendesk).

When attaching a screenshot please use the following file types: .gif, .jpg, or .png and attach them directly into the support ticket (rather than in a Word document).

If you think it's a bug, tells us what happened, how you tried it again, and it kept happening. Items that only happen once and cannot be reproduced are extremely hard to diagnose.

If you can repeat the issue and tell us how you did it, show us the history and provide a screen shot, our ability to diagnose and solve the issue will be better and results will come faster.

Engineering Notes - Volunteer Management System - Version 8.0 - Released: January 24, 2017

Improvements

[ VMS-3253 ] - 8.0 Wolfe Theme (CSS and Icons)

[ VMS-2943 ] - Add Latitude, Longitude fields to opportunity and organization profiles

[ VMS-3224 ] - Optimization: Add caching system to Referral/Placement engine

[ VMS-3371 ] - "New" as its own column

[ VMS-3456 ] - AMS/FF disappears issue

[ VMS-3465 ] - Review old database structure for schedule slots.

[ VMS-3469 ] - PHP 7.0 compatibility

[ VMS-3470 ] - remove modal windows from project

[ VMS-3489 ] - eC Report filenames should match the report title

[ VMS-3491 ] - Use notifications with clear functional buttons instead of overloaded OK-Cancel dialogs

[ VMS-3493 ] - Simplify eCoordinator pages by eliminating date picker icons

[ VMS-3494 ] - Hiding or eliminating the schedule slot profile End Date field

[ VMS-3528 ] - Rename "Start Date" to "Shift Date"

[ VMS-3529 ] - Shift spans more than one date (i.e., multi-day shift/slot)

[ VMS-3548 ] - eC> Vol Profile: Age category on "Categories" tab is not updating when volunteer's DOB is changed with "Apply" button

[ VMS-3553 ] - FAF members are not signed up when 'Check profile' triggered

[ VMS-3567 ] - eC> Volunteers tab: Already placed Opportunity on a volunteer profile not showing popup window

[ VMS-3568 ] - eC> Volunteers tab: Already referred Opportunity on a volunteer profile popup message having discrepancy

[ VMS-3665 ] - eC> Volunteer tab: Future date is accepted in DOB field

[ VMS-3683 ] - eC> Volunteers tab: BC Review check Report does not contain "Back" button to go back to the previous page

[ VMS-3686 ] - eC> Calendar: New Schedule Shift profile created with invalid "Shift Date"

[ VMS-3729 ] - st_dynamic_region default behavior

[ VMS-3748 ] - Add hide Schedule Slot from search results option

[ VMS-3849 ] - eC> UDF: Case sensitive modification issue in udf group component

[ VMS-3879 ] - Saved Grid Overwrite Dialog Still Overloads the OK and Cancel Buttons

[ VMS-3885 ] - eC> Grid Settings: Duplicate grid is created instead of overwriting the existing grid on clicking "Yes, Overwrite" button

Tasks

[ VMS-3627 ] - CommonEnvironment Unit Tests

[ VMS-3629 ] - Main Grids Unit Tests

[ VMS-3630 ] - LB Grids Unit Tests

[ VMS-3631 ] - Calendar Grid Unit Tests

[ VMS-3632 ] - Profile Engine Unit Tests

[ VMS-3633 ] - Named Searches Unit Tests

[ VMS-3634 ] - Grid Settings Unit Tests

Bugs

[ VMS-3397 ] - On Demand Automation "Warning" module still gray

[ VMS-3400 ] - eCoordinator: UI alignment issue on eC login page

[ VMS-3401 ] - eC: UI alignment issue on eC main menu

[ VMS-3402 ] - eC>Vol: Drop-down alignment issue on Volunteer main grid

[ VMS-3404 ] - eCoordinator: Search text box is misplaced on "Edit My Organization" page

[ VMS-3405 ] - eC> Grid Setting: Few controls are missing on Grid page

[ VMS-3406 ] - eC> Grid Setting: "Selected Columns" dorpdown columns not showing it's data when a column is removed from "Selected Columns"

[ VMS-3408 ] - eC: Alignment Issues observed on the New/Edit Volunteer information Forms

[ VMS-3409 ] - eC> UDF: UI issues on "User Defined Fields" page

[ VMS-3410 ] - eC> Administrative Options: UI issues observed on different pages

[ VMS-3411 ] - UI issue in Opportunity>Organization tab

[ VMS-3412 ] - Drop down values available on Opportunity>Approver tab are cut off

[ VMS-3413 ] - Description of Opportunity>Prerequisite tab should be left aligned of the page

[ VMS-3414 ] - eC> Reports: UI alignment issues observed on report configuration page

[ VMS-3415 ] - UI issues on Opportunity>Attachment tab

[ VMS-3417 ] - eC: UI issues Observed on Named Searches page of all tabs

[ VMS-3418 ] - eC> Vol Profile: Button UI issue on "Edit Activity Status Values" page

[ VMS-3419 ] - eC> Vol Profile: UI issues observed on different tabs of volunteer form

[ VMS-3420 ] - eC> Volunteers: UI issues observed on "Refer/Place" page

[ VMS-3421 ] - UI issues on Opportunity>Additional Info tab

[ VMS-3430 ] - eC: Alignment Issues in Client Information Edit Form

[ VMS-3434 ] - eC> Calendar: UI issues observed on Calendar in Grid view

[ VMS-3435 ] - eC> Calendar: UI issues observed on "New Schedule Slot" form

[ VMS-3436 ] - eC> Administrative Options: UI issues observed on Prerequisites and Automation tabs

[ VMS-3438 ] - eC:Alignment issues on the Log Book System page

[ VMS-3443 ] - eC> Email: UI issues observed on Email template

[ VMS-3444 ] - eC> Opportunities: UI issues on Opportunity> Survey tab

[ VMS-3445 ] - eC> Opportunities: UI issue observed on New Survey form

[ VMS-3447 ] - eC> Opportunities: UI issue observed on Restrictions tab

[ VMS-3448 ] - eC> Clients: UI issues observed on New Client form

[ VMS-3449 ] - UI issues on Promotion pages

[ VMS-3450 ] - eC: History Tab-Add Notes Modal Window:Notes Text box is not sized Correctly.

[ VMS-3451 ] - Field Name alignment issue on Volunteer>Profession tab

[ VMS-3458 ] - UI issues observed on AMS (MS EDGE specific)

[ VMS-3479 ] - eC> Calender: New Repetitive Slot Creation page Calender icon and Date fields not aligned properly.

[ VMS-3485 ] - Repeating slot instance profile Start Date should match date clicked in calendar

[ VMS-3490 ] - Opportunities Panel "[+] Filters" text is very difficult to read

[ VMS-3492 ] - 8.0 - Clean up of Opportunity Profile Organization Tab

[ VMS-3498 ] - Performance testing in release

[ VMS-3509 ] - UI Issue observed on UDF page on fxcoqa instance.

[ VMS-3514 ] - eC>Calendar page has alignment issues.

[ VMS-3517 ] - FXCO QA Profile Load Displays Wrong Tab

[ VMS-3519 ] - eC> Background check tab: Approve with restrictions window having padding issue

[ VMS-3531 ] - UI issue observed on calendar in "Month" view when a schedule slot is created/modified

[ VMS-3533 ] - Intermittent: Volunteer Email template throwing an error when user send Email

[ VMS-3543 ] - eC> when trying to open client logbook Data base error is displayed for user

[ VMS-3545 ] - eC> Vol Profile: Alignment issue observed on volunteer tabs

[ VMS-3546 ] - eC>Volunteer Profile:Unable to enter date in the date field manually

[ VMS-3547 ] - eC> Vol Profile: Clicking on "Add A Reference" button throws last name error on References tab

[ VMS-3549 ] - eC>Cli Profile: UI issues on Calendar month view when navigating from Client Tab

[ VMS-3550 ] - eC> Vol Profile: User is able to create multiple copies of original volunteer profile having blank VOL ID

[ VMS-3554 ] - eR> Surveys are not displayed on Volunteer>Report my service page

[ VMS-3556 ] - eCoordinator: placement informer window show error

[ VMS-3557 ] - Security vulnerability : Cross Site scripting reflected

[ VMS-3559 ] - eR > Organization Search : System throws error while searching organization on eRecruiter

[ VMS-3560 ] - New opportunity and organization created without clicking on "Apply/Finish" button

[ VMS-3561 ] - Security vulnerability: eC user session can be accessed even if user is logged out from eC successfully

[ VMS-3563 ] - eC> Opp profile: Adding "Referred Volunteers" to Selected columns list throwing an error on Apply/Ok click

[ VMS-3564 ] - eC >Automation: Unexpected behavior on automation "Actions" tab

[ VMS-3565 ] - eC> UI Issue: Font changes observed on the Place/Refer window

[ VMS-3566 ] - eC> Automation: System throws error after clicking on "Email Preview" on email template page

[ VMS-3569 ] - "Error:: unknown control" occurs on eC and eR

[ VMS-3570 ] - eC> Login: Lock symbol is not displayed on Login page status bar

[ VMS-3572 ] - eC: UI Issues on Automation pages

[ VMS-3574 ] - eC user is unable to Login to SH2 and SH3 instance

[ VMS-3575 ] - eC>Scheduled Slot: Repeat button disappears when user uncheck "This shift spans more than one calendar date"

[ VMS-3576 ] - eC: Selected "Named Searches" on tab is resetting when tabs are switched

[ VMS-3577 ] - eC>Professions: Error screen displayed when trying to share a Profession

[ VMS-3578 ] - eC>Calendar: New Calendar icon is not displayed on calendar homepage

[ VMS-3579 ] - eC> Grid Setting: "Cancel" button reset the grid selection

[ VMS-3581 ] - eC> Opportunities tab: Deletion of placed volunteer on opportunity is not removing volunteer record on opportunity tab

[ VMS-3582 ] - eC: User is getting error on login page (intermittent issue)

[ VMS-3583 ] - eC> Schedule slot: Date picker missing on some of the date fields

[ VMS-3588 ] - eC> Opportunities tab: Error on opportunities tab when clicked

[ VMS-3590 ] - eC>Opp: Unable to approve created opportunity

[ VMS-3593 ] - eC> Calendar: User is not able to perform Place/Refer volunteer/client profiles on slot dates

[ VMS-3594 ] - eC> Calendar: Unable to covert Multiday slot to single day

[ VMS-3596 ] - eC> Reports: UI issue observed on Reports config page

[ VMS-3598 ] - eC>Opp: Latitude/Longitude Fields assigned when "Same as organisation" is selected are not updated if user enters address manually

[ VMS-3599 ] - eR: Unable to view "My Opportunities" page of Organisation.

[ VMS-3600 ] - eC> Volunteers tab: Background Check button is throwing an error

[ VMS-3603 ] - eC>Vol: System throws error while copying volunteer profile (Account specific)

[ VMS-3606 ] - eC> Calendar: None of the calendar controls are working

[ VMS-3607 ] - eC> Opportunities tab: Log Book button is displaying incomplete label

[ VMS-3608 ] - eC> Logbook: UI issue is observed on LogBook System grid page

[ VMS-3610 ] - eC> Calendar: UI issue observed on schedule slot profile page

[ VMS-3611 ] - eC> Grid Settings: System throws error while saving the grid (Account specific)

[ VMS-3612 ] - eC> Opportunities tab: New Opp profile linked with any existing Org throws an error

[ VMS-3613 ] - eC>Scheduled Slot: Print button does not show 'End Date' in print view

[ VMS-3614 ] - eC> Automation: Mandatory options are missing in Automation profile configuration

[ VMS-3615 ] - eC: Multiple UI issues observed on Grid view of diferent tabs

[ VMS-3616 ] - eC: Column Search checkbox gets unchecked after applied

[ VMS-3620 ] - eC> Calendar: Refer & Place buttons on schedule shift homepage are disabled

[ VMS-3621 ] - eC> Volunteers tab: "Modify Attachment List" page on volunteer's profile having UI issue

[ VMS-3641 ] - eC> Date Picker : Year drop down in date picker is not showing complete list of years

[ VMS-3642 ] - eC> Schedule Shift: Grid Client Report is not generated

[ VMS-3643 ] - eC> Calendar: Volunteer profile having Email ID not displayed on SS grid view column "Vol:Email Address"

[ VMS-3644 ] - eC> Named Search filter: Blank values displayed in drop-down list of Activity Status filter on Named Search Page

[ VMS-3645 ] - eC> Reports: Registered Report is not generated for all record types

[ VMS-3646 ] - eC> Pop Up in the New organisation profile page are not displayed as per new window style

[ VMS-3647 ] - eC: User is able to modify and save changes on pages those are in the background of popup window

[ VMS-3648 ] - eC> Vol: Pop-up should be displayed near by to the respective field

[ VMS-3649 ] - eC> Unable to use any of the controls on Share Screens

[ VMS-3650 ] - eC> Popup title displays incorrect message when list of activity status value is modified

[ VMS-3651 ] - eC>Volunteers tab: Old style dialog box is displayed when deleting an activity status value

[ VMS-3652 ] - eC> Login: Error on page when user login on eC (Intermittent issue)

[ VMS-3653 ] - eC> Automation: Automation profile using UDFs showing null values when user rename UDF in UDF editor

[ VMS-3654 ] - eC>Volunteers tab: OK button of warning dialog does not work when adding new activity status value

[ VMS-3655 ] - eC>Volunteers tab: Color field does not function properly when adding new activity status value

[ VMS-3656 ] - eC>Volunteers tab: Delete functionality of activity status value does not work properly

[ VMS-3657 ] - eC> Vol Profile: eC user is not able to modify Volunteer ID/volunteer information

[ VMS-3658 ] - eC> Vol Profile: Group name field disappears without any pop up after showing pop one time

[ VMS-3659 ] - eC> Schedule Shift: user is not able to create/modify new schedule shift on Calendar

[ VMS-3660 ] - eC> Profiles: No popup is displayed for blank mandatory fields

[ VMS-3661 ] - Sign-In: FNF login throws ODBC error when logged in as volunteer

[ VMS-3662 ] - eC Calendar grid throw error when change mode from details to summary

[ VMS-3663 ] - eC new opportunity - js error when saving

[ VMS-3664 ] - AMS> Page Config: Sign In page error does not allow user to apply default template

[ VMS-3666 ] - eC> Volunteers tab: UI issues observed on pop-ups while creating duplicate volunteer profile

[ VMS-3667 ] - eC>Volunteers tab: Group Volunteers log book entry does not display "Group" Line

[ VMS-3668 ] - eC> Calendar: Group volunteer placed to opportunity displays as separate volunteers on calendar page information panel

[ VMS-3669 ] - eC> Opportunities tab: Creating New LogBook entry throws ODBC driver error

[ VMS-3670 ] - eC> Calendar: Applying existing Named search throws unexpected error

[ VMS-3671 ] - eC> Volunteers tab: Newly shared records button is not aligned properly

[ VMS-3672 ] - Sign-In: Volunteer placed into more than one opportunity on the same day is unable to login to any slot

[ VMS-3673 ] - eC> Volunteers tab: Old style popup is displayed when wrong date format entered in LogBook

[ VMS-3674 ] - eC> Volunteers tab: Popup title and buttons are not aligned properly while creating logbook entry

[ VMS-3675 ] - eC> Scheduled Shift: Message displayed in popup is incorrect

[ VMS-3676 ] - eC> Homepage: Usability issue of new dialog boxes

[ VMS-3677 ] - eC> Volunteers tab: Review Background Screen does not display "Select All" checkbox

[ VMS-3678 ] - eC> Volunteers tab: BC Review Check screen doesn't display precise warning msg in popup window

[ VMS-3679 ] - eC> Volunteers tab: Colour of buttons change when clicked (IE11 specific)

[ VMS-3680 ] - eC> Volunteers tab: Instructional text is not same as mentioned in FR

[ VMS-3681 ] - eC> Volunteers tab: Uneven spacing between buttons on Review Background Checks page [UI issue]

[ VMS-3682 ] - eC> Volunteers tab: Unable to maximize Review Background Checks window (IE11 specific)

[ VMS-3684 ] - eC> Volunteers tab: Old style popup is displayed when an email is canceled or updated

[ VMS-3685 ] - eC> Volunteers tab: "Prevent this page from creating additional dialogs" check box is displayed on popup when wrong date format entered in LogBook

[ VMS-3687 ] - eC> Named Search Filter: Incorrect date is displayed for date field while creating new Named Search filter

[ VMS-3688 ] - eC> Automation Feature: On Create/Update-> Make Place/Refer automation is not working

[ VMS-3696 ] - eC> Schedule Shift: Old style dialog box is displayed for all reports in calendar grid

[ VMS-3698 ] - eC> Volunteers tab> Authorizations tab: Instead of showing the Release and Waiver with the date and name of the volunteer, it fills with the current day and the name of the eC user viewing the volunteer profile

[ VMS-3701 ] - eC> Calendar: New format error popup message having font/formatting issue

[ VMS-3702 ] - eC> Folder Manager :Restore Folder pop up is displaying wrong title

[ VMS-3703 ] - eC> Vol/Opp/Cli/Org tab: Old style popup is displayed when user deletes record using move out arrow

[ VMS-3704 ] - eC> Automation: Duplicate name pop up is displaying with wrong title

[ VMS-3705 ] - eC>UDF: Data Loss observed when new choices are added in dropdown list of newly created UDF

[ VMS-3706 ] - eC> Schedule Shift: Popup message with incorrect format is displayed when no name search is selected

[ VMS-3707 ] - eC> LBE: When LBE Note Control is added to Survey template, Note data is not appended to LBE history

[ VMS-3709 ] - eC> Vol Profile> References tab: Date fields are not displaying the chosen date

[ VMS-3710 ] - eC> UDF: Parse error is displayed while creating new UDF

[ VMS-3712 ] - eC> Volunteer Activity Status: Color values of all activity status are lost and reset to default value

[ VMS-3717 ] - eC> Volunteers tab: BC Review Check screen does not display Place of Birth (UDF) of volunteer profile

[ VMS-3718 ] - eC> Grid Settings: Clicking on Apply/Ok button for "Unsaved Grid" showing wrong popup title

[ VMS-3719 ] - eC> Volunteers tab: Clicking on Apply button does not reflect changes on main grid

[ VMS-3722 ] - eC> On Demand Automation: Edit dialogue box displays wrong number of affected records

[ VMS-3723 ] - eC> Volunteers tab: Extra comma is displayed with 'State' in BC Review screen when only State UDF is populated in the volunteer profile

[ VMS-3724 ] - eC> UDF: Unable to delete group components in UDF

[ VMS-3725 ] - eC> On Demand Automation: Wrong title displayed in warning popup

[ VMS-3726 ] - eC> Volunteers tab: Contradictory messages are displayed on popups for different test data

[ VMS-3727 ] - eC> Volunteers tab: Duplicate template name is displayed in dropdown list while modifying volunteer activity status value

[ VMS-3730 ] - eC> Schedule Shift: Add History Notes Dialog Box does not display text box to add note

[ VMS-3731 ] - eC> Calendar: Schedule Conflict notification window is not displayed in New PopUp Format

[ VMS-3732 ] - eC> Schedule Shift> Modify Attachments Tab: Delete Attachment Type Confirmation popup is not displayed in new popup format

[ VMS-3733 ] - eC> Organizations tab: Incorrect named search rule showing old popup when clicked on OK button

[ VMS-3734 ] - eC> UDF: Title of popup is inappropriately displayed when editing visibility of a group component

[ VMS-3735 ] - eC> Automation Profile: Number of days on Trigger tab having UI issue

[ VMS-3736 ] - eR, possibility to override duplicate check

[ VMS-3737 ] - eC> Automation: Warning popup is missing when blank Weekly trigger type profiles is created

[ VMS-3738 ] - eC> Automation: Calendar is not showing day when user hover on calendar date

[ VMS-3739 ] - eC> LBE: User is unable to find "LBE Group Name" control on Survey template

[ VMS-3740 ] - eC> Reports: Placements/Referral /Slot reports not having LBE Volunteer Group Name field

[ VMS-3741 ] - eC> Grid Settings: User selected grid showing on volunteer tab even after resetting grid settings

[ VMS-3742 ] - eC> UDF: Popup is displayed to select attribute group even when no group exists

[ VMS-3745 ] - eC> Organisations tab: User unable to create new Organisation profile

[ VMS-3746 ] - eC> Opportunities tab: user not able to create opportunity due to "Opportunity Starting Date" field on "Additional Info" tab

[ VMS-3747 ] - eC> Volunteers tab: FAF members created from eR not displayed in eC volunteer grid

[ VMS-3750 ] - eC> Volunteers tab: BC Report screen displays Aliases names

[ VMS-3751 ] - eC> Automation: New email template creation is displaying error on Actions tab

[ VMS-3752 ] - eC> Email: Label of insert button on Email template should be 'Insert'

[ VMS-3753 ] - eC> Volunteers tab: Colour of button changes to blue when clicked (IE specific)

[ VMS-3754 ] - AMS> Folders tab: Size and Alignment of buttons are inappropriate on Folders tab

[ VMS-3755 ] - eC> Volunteers tab: "LBE Group Name" field not available to add in LBE

[ VMS-3756 ] - eC> Administrative Options: UI issues observed on Sign-In tab

[ VMS-3757 ] - eC> Reports: UI issues observed in Volunteers Reports

[ VMS-3758 ] - eC> Reports: UI issues observed in Schedule and Data Grid reports for all record types

[ VMS-3761 ] - eC> Calendar: ODBC error on calendar page

[ VMS-3763 ] - eC> Vol/Opp/Cli/Org tab: Folder manager button is not aligned in center properly

[ VMS-3764 ] - eC> Calendar: Few controls not showing its icons and information banner

[ VMS-3765 ] - eC> Unshare: Popup is displayed to select an address even when no address exist

[ VMS-3766 ] - eC> Attachments: Issues observed on Modify Attachments List screen

[ VMS-3767 ] - eC> LBE: Calendar pops up instantly when Log Book Entry window is displayed

[ VMS-3768 ] - eC> Vol profile References Tab: Button label does not fit to the button size

[ VMS-3769 ] - eC> Administrative Options: Popup title and message of Return to URL field are incorrect

[ VMS-3770 ] - eC> Vol Profile Share: "Confirm to Transfer Ownership" pop up is not displayed when sharing a profile

[ VMS-3771 ] - eC> UDF: Popup button requires double click when same named choices are added in dropdown list of UDF

[ VMS-3772 ] - VMS is not accessible with ERROR 504 Gateway Time-out (Intermittent issue)

[ VMS-3774 ] - eC> Volunteers tab: Title of warning popup is incorrect for multiple selection

[ VMS-3775 ] - eC named search using udf number throws error

[ VMS-3776 ] - VMS-3775 eC logbook named search throws error

[ VMS-3778 ] - eC > SS Automation : Wrong "On Save > Create/Register" automation is getting triggered

[ VMS-3779 ] - eC> LBE: Buttons and Dropdowns are not aligned properly

[ VMS-3780 ] - eC> LBE: Font style of the record changes on selection of log book entry

[ VMS-3781 ] - eC> Administrative Options: Popups displayed on Prerequisites tab are not as per new style dialogs

[ VMS-3784 ] - eR, volunteer able to sign up without filling required fields

[ VMS-3785 ] - eC> Vol profile References Tab: Textbox is displayed abruptly

[ VMS-3786 ] - eC> UI issues: Label of buttons are cropped

[ VMS-3787 ] - eC> Opp Profile: Error message is displayed when organisation is chosen for opportunity

[ VMS-3788 ] - eC>Vol Prof References tab: Added reference goes missing when profile is saved.

[ VMS-3789 ] - eC>Vol Prof On Demand Automations Pop up: Title is not displayed as per New Pop Up format.

[ VMS-3790 ] - eC> Volunteer Activity Status: Delete button is not working properly

[ VMS-3791 ] - eC> Vol/Opp/Cli/Org tab: UI issues observed in firefox browser

[ VMS-3792 ] - eC, vol named search with BC Status throw error

[ VMS-3793 ] - eC> Volunteers tab: "The Note field cannot be empty" message popup is missing

[ VMS-3795 ] - eC> Volunteers tab: "Insert Previous Notes" button is missing in Chrome and Firefox

[ VMS-3796 ] - eC> UI issues: No margin space is displayed on Approval screens

[ VMS-3797 ] - eC> Automations Queue: Pop up displayed For deleting queued Automation Displays wrong title.

[ VMS-3798 ] - eC> Email Template: Pop Up displayed when Data grid is attached to Static email has wrong title.

[ VMS-3799 ] - eC> UI issues: Typo error in popup message

[ VMS-3800 ] - eC>Recycle bin: Restore button is not working properly

[ VMS-3802 ] - eC> Vol Prof: Promote Volunteer page has UI and Functional issues

[ VMS-3803 ] - eC> Grid Settngs: Clicking on Search System button in Grid settings page does not display named search page

[ VMS-3805 ] - eC> LBE: Popup is missing to validate numeric test data and results in Fatal Error on Apply

[ VMS-3806 ] - eC> LBE Grid Settings: Grid auto saved without user confirmation

[ VMS-3808 ] - eR> Volunteer Signup: Label of required fields changes when user responds warning popup

[ VMS-3809 ] - eR> Volunteer Signup: Unable to create volunteer from eR even when volunteer does not exist in eC

[ VMS-3811 ] - Already Logged In Message When Logging In For The Very First Time

[ VMS-3812 ] - eR> Volunteer Signup: Expand icon (+) does not work correctly on Volunteer Registration page

[ VMS-3813 ] - eR> Volunteer Reset Password: Message and Link displaying inappropriate text

[ VMS-3814 ] - eC, vol named search with userID throw error

[ VMS-3815 ] - eR> Volunteer: Schedule shift details of opportunities are not displayed

[ VMS-3816 ] - eR> Volunteer Schedule Shift: Unable to select other months except Jan in 2017 calendar

[ VMS-3817 ] - eC> Client tab: Named Search filter getting reset after creating new record on grid

[ VMS-3818 ] - eR> Schedule Shift: Error message is displayed when volunteer placed on schedule shift

[ VMS-3819 ] - eC> Client tab> Email: User is not able to create new email template due to disabled SAVE button

[ VMS-3820 ] - eC Automation that applied to for grid ignores named search

[ VMS-3821 ] - eR> Opp Search: Slots created for an Opportunity are not getting displayed on eR

[ VMS-3822 ] - eC Logbook Opportunity report shows "No records"

[ VMS-3823 ] - Sign-In: User is not able to access photo taking feature with all prerequisite setting

[ VMS-3824 ] - eC >Calendar: Today button is missing in date picker

[ VMS-3825 ] - eR> Report service/survey: When vol is not placed to any opportunity and tries to fill survey then Save button acts like Back button

[ VMS-3826 ] - eR> UI issue: Help link on Volunteer Registration form Attachment tab does not work properly

[ VMS-3827 ] - eR> Approver profile: Collapse (-) icon does not work on few pages

[ VMS-3828 ] - eR> Vol: Old style dialog boxes are displayed on some pages of eR

[ VMS-3829 ] - RMS> Options tab> Ajax Configuration: Unable to find a difference on eR when the apply Ajax option is chosen and when not chosen

[ VMS-3830 ] - eC> Calendar: Date-picker is not working properly

[ VMS-3831 ] - RMS> Page Config: Popup message displayed is incorrect

[ VMS-3832 ] - eC> Report: Data grid report is not displayed when more columns are selected in portrait mode

[ VMS-3833 ] - eR> UDF: OK button of warning popup does not work for required UDF

[ VMS-3834 ] - eR, keyword search by state/city throws error

[ VMS-3835 ] - Signin - grouping logbook shows wrong hours

[ VMS-3836 ] - eC> Clients tab: User is able to create client profile without email address even though its mandatory in AMS configuration

[ VMS-3837 ] - eR> Report service/survey: Cropped Calendar is displayed while filling default Survey in eR

[ VMS-3838 ] - eC> Grid Settings : Newly Created UDF is not displayed on grid Setting page

[ VMS-3839 ] - eC> Approvers tab: User is not able to move the first approver from selected list to available list

[ VMS-3840 ] - eC> Unable to Access Ride survey even when Volunteer and Client are Placed to Ride Appointment

[ VMS-3841 ] - eR> Attachements tab: Clicking Save Photo Button does not save the photo to the profile

[ VMS-3842 ] - eC> UDF: Unable to add new Reference Report template

[ VMS-3843 ] - eC> Restrictions tab: Delete button is not working properly

[ VMS-3844 ] - eC> Foreign Attributes Resolution screen: Remove All button is not available to verify related Pop Up

[ VMS-3845 ] - eC> Foreign Attributes screen: Clicking on the OK button navigates to error screen

[ VMS-3846 ] - eC> Calendar: Auto removal of "End Date" from schedule shift profile on modification

[ VMS-3847 ] - eC, vol named search for 'Skill Provided' throw error

[ VMS-3850 ] - eR> Professions Tab: Verification UDF Expiration Date accepts past date in eR

[ VMS-3851 ] - eC> Volunteer tab: Selected Skill for volunteer is not getting saved/applied in profile

[ VMS-3852 ] - eC> Automation: Duplicate Email templates displayed on Actions Tab

[ VMS-3853 ] - eR volunteer profile in wizard mode shows empty tabs

[ VMS-3854 ] - eC> Automation: Pop up is not displayed when user deletes automation action

[ VMS-3855 ] - eR> Calendar: Schedule shift with "Hide from search result" option checked is visible in eR calendar

[ VMS-3856 ] - eC> Opp Profile> Organization: "unknown AJAX request" message is displayed on warning popup

[ VMS-3857 ] - eC, shared opportunity profile is readonly, but Apply, Finish buttons not disabled

[ VMS-3858 ] - eR, wizard mode vol registration, redirect to wrong tab

[ VMS-3861 ] - eC>Vol Profile: Pop up displayed to Confirm sending automation email is not formatted properly

[ VMS-3862 ] - eC> Organizations tab: Existing Email template deletion popup having UI issue

[ VMS-3863 ] - eR> Duplicate Check: User is able to create duplicate volunteer profiles from eR portal even when "Duplicate Rec Check" option is enabled

[ VMS-3865 ] - eC, when udf group changed, templates are not updated

[ VMS-3866 ] - eC, udf string value is not saved

[ VMS-3867 ] - eR, slot unschedule email contains wrong slot date

[ VMS-3868 ] - eC> Organizations> Categories tab: "Apply these selections to all opportunities for this organization" option not working for Opportunities

[ VMS-3871 ] - eR> Schedule Shift: UI and alignment issue observed on popup while editing group size

[ VMS-3872 ] - eC> Duplicate Check: Records not getting updated after editing existing volunteer details

[ VMS-3873 ] - eC> Scheduled Shift: Volunteer unplaced from eR is still displayed as placed in eC schedule Shift

[ VMS-3876 ] - AMS> Users tab: Enabling "User Should be locked in" option in AMS is not working for eC

[ VMS-3877 ] - eC> History tab: "Insert Previous Notes" Button is displayed as cropped on the Add Note popup in LBE and Schedule Shift

[ VMS-3881 ] - Log Book Grid Data Rows Continue to Scroll After The Column Headers Stop Scrolling

[ VMS-3886 ] - eC> Calendar Grid: UI Issue on "Saved Grid List" drop-down box

[ VMS-3888 ] - eC> Calendar: Opportunity copied along with slots, its repetitive slots are automatically converted to "Never" ending slots

[ VMS-3889 ] - eC> Automation: Application getting crashed for On-Save-Create Automation (Chrome specific)

[ VMS-3890 ] - eC> Organizations tab: Code is displayed and UI breakage on Approvers tab while creating new organization profile

[ VMS-3891 ] - eC> Prerequisites: Incorrect message is displayed on warning popup

[ VMS-3892 ] - eC> Professions tab: UI issue observed on modal dialog box while placing volunteer to an opportunity

[ VMS-3893 ] - eC> Background Check: Two pages are displayed when clicked on "Background Review Check" option

[ VMS-3894 ] - eC> Background Check: UI issues observed on Background Check Review page

[ VMS-3895 ] - eC> Background Check: Approve Volunteer page is not displayed after clicking OK button on popup of Background Check Review page

[ VMS-3897 ] - eC:Opp/Org/Vol/Cli >History : Application is crashing when user clicks on 'Add Note' button(Chrome specific)

[ VMS-3898 ] - eC> Grid Settings: New Name search is not selected when configured from Grid settings

[ VMS-3899 ] - eC> LBE Grid Settings: UI issues observed on LogBook Grid Settings page

[ VMS-3900 ] - eC> History Tab: 'No' button on Approval/Disapproval page is not working (Browser specific)

[ VMS-3902 ] - eC> UDF: Wrong message is displayed on the warning popup when 'No Default' checkbox is unchecked

[ VMS-3903 ] - eC> UDF: Default selection is not cleared even when user clicked OK button on 'Confirm to Continue' popup

[ VMS-3904 ] - eC> Calendar: "Placed within shift" review page displays "Resolved" status for shift when clicked on "Refresh" button without any approval

[ VMS-3906 ] - Can't read all of delete survey in use warning notification

[ VMS-3908 ] - eC> Schedule Shift: User unable to place volunteer to an opportunity with prerequisite conditions on calendar

[

Engineering notes - Volunteer Management System - Version 8.3 Build 8303

New Features

[ VMS-4569 ] - Preview of Attachments from all Grids

[ VMS-5436 ] - Sign stations adjustments

[ VMS-5464 ] - RMS options: please add coordinator email / AMS Administrative Options: please add coordinator email

[ VMS-5492 ] - eC: Calendar: make fields Vol: Placement Group Name and Group Size available in calendar pane

[ VMS-5519 ] - Session Fixation Attack Protection

[ VMS-5568 ] - eCoordinator Forgot Password Takes User to Org Login Page

[ VMS-5570 ] - Store Debug Trace Information Only On Servers.

[ VMS-5583 ] - eC > Schedule > Reports > Opp Shift Placement Report - Add option to "Show Empty Schedule Slots"

Improvements

[ VMS-2015 ] - Add latest functionality to the Exchange API

[ VMS-5086 ] - Consolidate "Share" and "Unshare" buttons

[ VMS-5193 ] - Enforce minimum age of volunteers in eRec from: eC>Opp Profile>Additonal Information (aka Logistics) tab

[ VMS-5222 ] - search volunteer account by vol user id

[ VMS-5239 ] - Update Delete functionality in eC Calendar

[ VMS-5295 ] - eC> Calendar> Schedule Slot Profile: While editing MultiDay-Repeat slots, all slots are updated when "Interval" is changed from "Yearly" to "Daily" with "This Day Only" option

[ VMS-5439 ] - Allow AMS users to enable/disable and reorder SIS Profile tabs

[ VMS-5457 ] - RMS: email: "Vol Self Places into Shift" option does not have "End Date"; and "End Time" only captures time ending in first day (ie 12:00 a.m.)

[ VMS-5474 ] - Email Screen Button Placement

[ VMS-5481 ] - Set Opp Expiration Date to default to NULL

[ VMS-5482 ] - Sign-In change "All Opportunities" option behavior.

[ VMS-5487 ] - Expand on Email Reporting to allow the volunteer grid to display last email status, and email ID

[ VMS-5490 ] - Disable popup for updating saved grid when grid column is resized

[ VMS-5497 ] - Increase Attachment File Size to at least 5 MB

[ VMS-5499 ] - Strip script tags from OPP_DESCRIPTION and any other Long Text UDF or field that uses tinyMCE

[ VMS-5503 ] - Update wysiwyg plugin tinyMCE

[ VMS-5514 ] - eC>OPP Details page and calendar, shift pane

[ VMS-5517 ] - eCoordinator reset password: replace password text by URL in eC reset password email

[ VMS-5522 ] - Prevent Volunteer & Client Attachments from being viewed when not logged in

[ VMS-5527 ] - Email Prefs> Update default footer text

[ VMS-5543 ] - Reset Password, Remind User ID confirmation message has incorrect language

[ VMS-5549 ] - AMS/User filters/Sponsoring organization empty possible values.

[ VMS-5577 ] - Add opportunity and organization fields to the opportunity shift placements report

[ VMS-5582 ] - Apply AMS/Date and time formats to RMS/Emails merge fields.

[ VMS-5596 ] - Update "Remind me my Password" label

[ VMS-5602 ] - RMS>Emails: Sender's Name/Organization

[ VMS-5603 ] - eC > "Contact Info" tab > Please make "Address 1" and "City" not required by default

[ VMS-5605 ] - AMS> Auth Fields: 'EDIT' and 'DELETE' buttons are enabled even when no fields are selected

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Here you will see the correspondence on your ticket.

Then click on "Submit" and your reply will be sent to the Support Desk.

Welcome to eCoordinator! This is meant to be a user's manual at your fingertips. For online users, you may use the Table of Contents to the left of this screen to find the information that you need. If you would like, you may download a printable .pdf version of this Help file by clicking here, or by copying and pasting the following link into a browser window: http://samaritan.com/documentation/releases/ecoordinator/6.9.8/files/eCoordinator.pdf (8MB)

Requesting A Background Check

It is possible to request background checks from two different screens within eCoordinator. You can either request this information from the volunteer data grid or from within the volunteer profile.

Release notes - VMS NG - Version 2200

Bug

[ NG-474 ] - Multiple Max Date Message displays on calendar search results view

[ NG-709 ] - eR > Vol Registration (Default value is removed when navigating away from page)

[ NG-713 ] - AVAILABILITY attribute not saving from form submit

[ NG-720 ] - eR > Slot days out setting is ignored when date range filter greater than max date

[ NG-721 ] - SSN field allows letters

[ NG-722 ] - SSN field allows invalid entries

[ NG-724 ] - Share Link is showing Undefined

Improvement

[ NG-725 ] - Hide the share options when a group reservation link exists for the schedule slot

Release notes - VMS NG - Version 2201

Bug

[ NG-862 ] - eR > Recruiter calendar not showing scheduled opportunity

Improvement

[ NG-712 ] - Allow Opp Details Contact 1 header to be renamed and/or removed

Release notes - VMS NG - Version 2202

Sub-task

[ NG-659 ] - Create "new" and "edit" methods for FAF members

[ NG-660 ] - Create FAF members list directive

[ NG-661 ] - update volAssign with place in opp/slot method for FAF members

[ NG-662 ] - Create modal for selecting which FAF members to place in opp/slot

[ NG-679 ] - For new Volunteers: Store new FAF members locally and process them after registering the volunteer

[ NG-696 ] - Allow parent to view placements and referrals of all members

[ NG-711 ] - Allow members to be removed via remove button and sign up action button

[ NG-726 ] - Allow "Group Name" to be automatically populated and/or manually entered

[ NG-787 ] - Convert modules to format that can be bundled

[ NG-812 ] - Remove FAF properties on opp local records after logout

[ NG-819 ] - Org Details Page displays only list of local data stored opp records

[ NG-820 ] - Add Website URL Field, Location, Contact Person/Info, Mission statement information

[ NG-830 ] - Add System Notification, linked to system-status.php page

[ NG-832 ] - Opp Availability should update on local views after placement or removal

[ NG-834 ] - Add additional customHtmlSection settings for opp details page

[ NG-853 ] - Allow waivers to be called in customAction via requestWaiver

[ NG-869 ] - Allow multiple customActions

Bug

[ NG-735 ] - eR > Report service (Not able to report hours on submit)

[ NG-742 ] - eR > Opportunities not displaying for FAF member

[ NG-755 ] - schedule slot formatting is happening before config settings are fetched

[ NG-756 ] - ER > Forms > Multiple column checkbox w/header templates does not display correctly

[ NG-766 ] - Duplicate Record message displays when fields used to check for duplicates are not pulled on login

[ NG-775 ] - "load" action on form element in forms > customServices property is not working.

[ NG-777 ] - eR > Onboarding dashboard "includeWhen" and "enableWhen" are not working on first load

[ NG-780 ] - Dropdown List UDF values do not display on eRec in same order as in eC

[ NG-784 ] - Missing dependency getVolData is causing opp details to not load

[ NG-790 ] - Logbook History should use start date instead of date entered for new entries

[ NG-803 ] - eR > Volunteer Registration page not submitting

[ NG-807 ] - Some Field Templates do not pull systemLabel property into label html

[ NG-811 ] - Unplacing faf member unplaces parent instead

[ NG-813 ] - Sometimes opp Slot list does not populate

[ NG-814 ] - eR > Logbook not displaying surveys

[ NG-821 ] - Update password modal closes immediately after opening

[ NG-835 ] - Enabling Hide Signup button configuration causes search results to not load

[ NG-836 ] - Dropdown list of trainings shows multiple "Select a Training" default text items

[ NG-837 ] - Opportunity Sign up and removal is not working

[ NG-838 ] - Password Update Form is Not Validating Correctly

[ NG-842 ] - er_getSurveyList is not returning all training surveys on FXCO

[ NG-843 ] - Reference email address not saving

[ NG-860 ] - Slot signup buttons are not displaying on calendar modal list view

[ NG-864 ] - Opp specific fields are not properly triggering new fields questions on opp sign up

[ NG-871 ] - NG Map module is throwing console error

Improvement

[ NG-543 ] - Add "Search" button next to keyword search

[ NG-686 ] - Add the ability to add a custom message to the opp search results listings.

[ NG-763 ] - Allow searchable dropdown to accept mappedValue property to change the value param

[ NG-765 ] - Add OPP_SIGNUP_ACTION field template to formEditor

[ NG-769 ] - Header and side nav does not display correct height offset

[ NG-770 ] - Merge opp signup login modal template, and login panel template

[ NG-772 ] - getValue & checkValue does not work with multiple fields with the same name

[ NG-774 ] - Opp attachments are not saving for New Opps or Updated Opps

[ NG-778 ] - Reference fields are not always populating

[ NG-782 ] - Add TIME inputType formatting

[ NG-785 ] - Allow getOpps to not update fetchTime as a parameter option

[ NG-794 ] - Allow getOpps to set parameter flagging users who were logged in when the request ran in recordStore

[ NG-795 ] - shapeData is not being removed from Google Maps when removed from the directive

[ NG-796 ] - Prevent multiple server requests for already fetched system configurations in getSettings

[ NG-810 ] - Duplicate Record check is not running when it should, and running too often when it shouldn't

[ NG-817 ] - Allow attachments to be keyed using ATTACH_TYPE_ID

[ NG-818 ] - Move custom html section for oppPlaceReferList directive

[ NG-822 ] - Remove sticky modal from Required Fields modal

[ NG-854 ] - Allow waivers to be used with a modal and a survey (no DocuSign)

[ NG-856 ] - Update upcoming schedule widget to allow maxDisplayCount setting

[ NG-858 ] - Allow DocuSign Waivers to be called on demand (without opp signup)

[ NG-861 ] - Allow a Max Shift Placement configuration to be applied when signing up for an opportunity

[ NG-865 ] - Allow NG Recruiter to disable refer to opp if volunteer does not meet prerequisites

[ NG-866 ] - Allow Requirements Warning Modal Text to be changed

[ NG-870 ] - Template URLs are not pulling from correct client cstools environment

Configuration

[ NG-717 ] - eR > Forgot Password "NG Error"

[ NG-730 ] - eR > Application > Duplicate record "error" Overlays on field

The Account Management System (AMS) is so named because you will use it to make

modifications to your eCoordinator account(s). While this AMS manual is not 100\%

comprehensive, you will discover that it was logically designed. While the AMS waters are deep, if you can understand the logical principles behind its setup, it will become quite easy to navigate around and get done what you need to.

AMS was developed as a tool for use by Samaritan Technologies client services employees. As time passed, many clients have requested the ability to customize, fix, and make changes themselves. AMS access is therefore now a tool that we lease as a product. Thank you for understanding that as AMS was initially conceived as an internal-use product, there will be references and fields that were created for internal account managers. First, we need to understand the screen elements that you will encounter.

Engineering notes - Volunteer Management System - Version 8.2 Build 8203

New Features

[ VMS-4777 ] - eC EULA

[ VMS-4818 ] - Email Preference Feature

[ VMS-5003 ] - Log book grid crashes in summary mode for Training/Waivers dates summarized by non volunteer name columns.

[ VMS-5013 ] - eC, Volunteer Named searhes, clause for Birthday missing

Tasks

[ VMS-4294 ] - Security testing in release

[ VMS-5153 ] - Performance testing in 8.2 build 8203 release

Improvements

[ VMS-3901 ] - Incorporate "Gender" field to AMS> Attributes

[ VMS-4786 ] - eC> Professions tab: "Profession: Email Template Last Sent Date" column is not available in Grid Settings Available Columns list

[ VMS-4842 ] - UnPlace/UnRefer volunteer before move to recycle bin

[ VMS-4845 ] - eC>Vol Tab>Add past dates to Schedule Placements and Schedule Referrals

[ VMS-4889 ] - Add today minus, and today plus to Calendar and Log Book date ranges

[ VMS-4907 ] - SIS Stations get removed by clicking on 'Delete' button without Apply/Finish

[ VMS-4925 ] - eC> Opp Profile: There should be Warning on 'Contact Info' tab to change the details when Organization of existing Opportunity is changed

[ VMS-4929 ] - eC> Opportunities Tab: If organization is deleted then user can still create SS for that Opportunity

[ VMS-4933 ] - New Opt-out Automation Trigger

[ VMS-4939 ] - eC Menu to be static

[ VMS-4940 ] - Default Automations

[ VMS-4951 ] - Default changes in a repeating shift to "this day only" instead of "all dates"

[ VMS-4966 ] - eC> Calendar: The "Start" date field is showing incorrect value in Slot pane for repetitive slots and shift spans

[ VMS-5005 ] - RMS/eC> Email> Edit list: By default all buttons (DELETE, Move up and Move down) should be DISABLED, if no email type is selected

[ VMS-5050 ] - eC>Organization: Even single Opp linked to single Org displays, option for org selection for multiple Opps

[ VMS-5059 ] - Remove User ID from Password Reset Email across ALL instances

[ VMS-5063 ] - Change behavior of changing grid columns with saved grid selected in grid.

[ VMS-5074 ] - AMS, Admin Account, Users, strong password should be required

[ VMS-5104 ] - Add Client control to Surveys

[ VMS-5117 ] - Larger controls on Volunteer Profile Professions Tab

[ VMS-5137 ] - Volunteer Profile Profession Tab Credential Fields should be left aligned

[ VMS-5140 ] - Ability to Copy Logged Data Entries in Survey editor

Configuration

[ VMS-4931 ] - eC> Calendar: Calendar Resize & Side/Bottom Scroll Bar

Design Elements

There are two selections, Comment and Divider, that are laid out like entry fields, but actually are just there to make the profile look better and be more easily understood.

Comments

A "Comment" is simply that. There are no headings, titles, dropdown boxes, or scrollable text boxes associated with it; it is simply for adding text or instructions to users on what is to come next. Many of our customers use it as a place to give instruction or additional information that does not require direct feedback.

Example: "Heroes with x-ray vision will be required to interview over the phone" appears as:

Dividers

A "Divider" is the divider "Title" followed by a horizontal line. The purpose of using dividers is so you can visually group your information into sections.

Using the super hero example again, you can see the comment ("Heroes with X-ray Vision," etc.) and the "Personal Information" divider.

To create log book entries form multiple volunteers at one, use the "Add Hours" feature.

You can access this from the left menu.

Select the records that you want to create hours for.

First decided what to do if a volunteer is not already placed:

Then select the opportunity:

Enter Start Time and End Time. The tab to the "Hours" field and the system will automatically calculate the time:

Chose the Date:

Then Save (or check Create Another and Save to create multiple entries):

For security reasons, we have enhanced the Reset Password feature to include additional safety questions. Users must provide their Zip or Postal Code, Date of Birth and exact email address in order to reset their password. They can also be reminded of their user name at the same time.

When clicking on the "Forgot Password" link, volunteers will be directed to a page where they are asked some security questions:

These answers must be exact. For example, if the database has "Sam" and the volunteer enters, "Samuel" then it will not be recognized. We recommend adding a phone number for volunteers to call if they experience any trouble.

Once they have completed the first step, then they are asked to verify the email address of record. Then they are emailed a link to reset their password at the same time they are reminded of their User ID.

The link expires 30 minutes from the time the email is sent. When they follow the link, then they can enter the new password.

https://support.zendesk.com/hc/en-us/articles/219161157-Options-to-clear-cache-and-cookies

https://en.wikipedia.org/wiki/Wikipedia:Bypass_your_cache

https://www.youtube.com/watch?v=DUvY8w4bwm4

The Sign in Stations have changed. This will require all users to use new links to their stations. (See below to set up these links).

These enhancements include the ability to allow volunteers to use their email address to sign in (rather than their username and password). In addition, the "Open Roster" mode allows volunteers to sign in next to their name by the click of a button. (This mode requires the use of schedule shifts on the calendar).

In addition, new links to the Sign in Station are generated from eCoordinator.

To configure the Sign In station, go to Administrative Options and select Sign-In.

A URL can be added for a logo to display on all of the stations.

Existing Stations will appear and a URL can be generated by selecting the station of choice

[email protected]

To configure the individual station, select the station and go to:

"General" to edit the station name and supervisor information

"Sign In" to edit method of station and other settings*

"Messaging" to control how long the message displays before and after sign in

*Additional settings:

Open Roster mode is only available for Opportunities with Shifts scheduled on the Calendar.

Early and late sign in can be adjusted relative to the time of those shifts.

"Maximum/Automatic time..." can be set up to automatically sign out users once their time has reached that limit.

Allowing other sign in methods will enable a link on the station that allows coordinators to adjust the sign in method on site. So if the station is set up for Open Roster, then users can switch to email if they are not on the roster but placed in the opportunity.

Automatically set sign in and out time is a setting based on the start and end time of the shift.

Please contact for additional information or to set up a training time.

The Email Preferences Featureallows volunteers to select which type of emails they prefer or to opt out entirely. This feature was designed to address concerns about the CAN-SPAM Act.

This is an optional feature that can be turned on by request. Additional configuration is required.

The settings are found by from the Volunteer tab by clicking on the Email button.

There are a few settings to consider first.

The first step is to identify the Types of emails that you send.

Here's a sample:

[email protected]

The Type "System message" will be the default. Volunteers are not allowed to opt out of--such as a "forgot password" email or emergency communications.

A list of sample Types will be added to the system. These can all be edited from the email system with the exception of the"System message"

Each email will be assigned a Footer where volunteers will be able to click on a link that goes to a page where they will set their preferences.

This page will contain the Email Type Values set up in the email system. The page will look something like this:

Volunteer will also have the option of Removing themselves from the entire system. This feature requires additional configuration.Please contact for help with these settings.

Volunteer Activity Status

The volunteer activity status has become more interactive, and allows coordinators to create their own statuses. Additionally, coordinators may now define statuses as "OK to Place," "OK to Login," and "OK to Email." For example, you may wish to designate the "Inactive" status as "NOT OK to Login."

The following is the table of contents for the Samaritan Technical Documents Library which can be downloaded from this article.

Appendix A: Samaritan Technologies Security Overview.. 2

Appendix B: Samaritan Technologies Security Policies & Procedures. 4

Appendix C: Service Level Agreement Samaritan Hosted System.. 31

Appendix D: Data Classification & Security Policy. 36

Appendix E: Asset Management Policy. 53

Appendix F: IT Security Incident Response Policy. 56

Appendix G: IT Security Incident Management Policy. 62

Appendix H: Data Breach Response Policy. 84

Appendix I: Data Encryption. 95

Appendix J: Disaster Prevention & Event Response (DPER) Plan Summary. 103

Appendix K: Outage Notification Procedure. 112

Appendix L: Software & Configuration Management & Release Processes. 113

Appendix M: Privacy Statement. 127

Appendix N: Governmental Data Request Procedures. 133

Appendix O: Sustainability Policy. 136

Appendix P: How To Submit a Request to Samaritan. 138

Appendix Q: Samaritan VPAT. 140

Appendix R: Media Sanitization and Disposal Policy. 143

Appendix S: Non-Disclosure Agreement. 150

Appendix T: Change Management and Release Process. 152

Appendix U: Software and Services Subscription Agreement. 168

Have a paid, dedicated Volunteer Coordinator.

Establish and document your Standard Operating Procedures, which includes:

Volunteer lifecycle and process flow

Opportunity lifecycle and process flow

Establish goals

Keep metrics

Turns (i.e. dates) between lifecycle stages

Early Group Functionality

The Angular Group Sign Up Process in build 2.0 and 2.1.0.x provides functionality to match existing recruiter functionality (Group Size). Additionally, "Group Name" UDFs can be created and tied into the groups module which provides a searchable control and data container for group records.

Group Name Functionality

The Group name functionality allows group names to be added by volunteers to a UDF that is populated throughout the system via the Groups Module. When a group name is added, it becomes searchable in the list of groups. This way other group members can find the group and utilize it for schedule shift placements, and logging time.

Setting up Group Name UDFs

Currently, four group fields and an automation are required to configure the Group Name functionality. Once the UDFs are created, they can be tied into the Angular recruiter through the angular-config.js file. These configurations will enable the Groups Module directives to be used at various locations, such as the "My Groups" page.

Improved Group Functionality

As of build 2.1.1.0 (TBD) of the Angular project, the group sign up process provides a Group Leader the capability to "reserve" openings using the Group Size field. Then with an access URL other group members can sign up against that Group Size and decrease the Group's reserved availability by 1.

Development Tickets:

[NG-428] Add er_placeRefParticipant Method to sDs and Custom Environment

[NG-429] Add new fields to placement record

[NG-430] Add er_getPlacementDetails to sDs and custom environment

[NG-431] Add Ability to get Placement ID

Design Documents:

Groups Flow Diagram.pdf

Additional Cases (not considered):

Multiple Group Leaders reserve openings for the same shift.

Individual signs up with same group as one that has already reserved openings for the same shift.

Angular Recruiter 2.1 Release Notes

These notes refer to current versions in cstools cstoolsqa and cstoolsdev code bases. For more information on cstools click here.

Legend:

d - requires documentation

q - requires QA testing

i - coding incomplete

a - added after release

Improvements

Engineering Notes - Recruiter - Version 2.1.00 - Released: November 23, 2017

[NG-250] Add filters on logbook page (closed)

[NG-332] Additional waiver status tracking (closed)

[NG-336] Performance enhancements to forms and map (closed)

[NG-337] Custom calendar Schedule Shift template (closed)

[NG-338] Onboarding Improvements (open) q

[NG-335] Performance enhancements for schedule slot loading - (open) q

[NG-333] Updated addthis module (open) q

(Various) Configuration settings additions & structure adjustments (N/A)

[NG-334] Single slot URLs (sharing and copy/paste) (closed)

[NG-305] Add attachments to schedule slot display (closed)

[NG-234] Add View in Calendar Link (closed)

[NG-271] Style improvements for "Unsuccessful Place/Refer" message (closed)

[NG-346] Add group size controls to group sign up modal (open) dq

[NG-347] Add edit group size controls to schedule shift panel (open)

[NG-348] Add build number to Recruiter (open) dq

[NG-358] Add section for custom html in header template (open) dq

[NG-361] Add Dynamic Region Option for "Opportunity Selected" (open) dq

[NG-362] Improve Messaging for Search Results Page (open) dq

[NG-363] Add Ability to Customize Placement/Referral Modal Message (closed) dq

[NG-364] Add ability to configure search filters header (closed) dq

[NG-371] Add ability to prevent individual sign up (open) dq

[NG-372] Disable Calendar Navigation Into Past on Search Results Calendar View (closed) d

[NG-374] Improve messaging for volunteer schedule page (open) dq

Engineering Notes - Recruiter - Version 2.1.01 - Release Date: December 12, 2017

[NG-382] If there are no slots within the initial date range, no schedule slot data is displayed (open) dq

[NG-384] Add ability to customize signup response message (open) dq

[NG-402] Add custom function on signup action (open) idq

[NG-420] Add Setting for Keyword Field Placeholder to setConfig (open) d

[NG-397] Start Time and End Time for Logbook entries is not being displayed in Logbook (open) dq

[NG-464] Force cache refresh for local partials that have been modified. (open) a

Engineering Notes - Recruiter - Version 2.1.02 - Release Date: March 31, 2017 (estimate)

[NG-386] Add "View Schedule" link to oppReferPlace directive (open)

[NG-403] Add Parameter "returnAvailPositionsSlotIdsArray" to er_placeRevVol() which returns availability for slot IDs provided (open)

[NG-406] Add Opp Detail panel with numbered pins in map view (open)

[NG-407] Add OPP_INTEREST as configurable search criteria (open)

[NG-408] Add Configurable calls for er_getLoggedUsers and setLoggedUser (open)

[NG-415] Add Setting sortRecordType to searchOptionsPanel directive (open)

[NG-414] Add New Setting disableNavCollapse to HeaderNav module (open)

[NG-360] Replace CacheManager and Supporting files with AngularDependencies (open)

[NG-426] Specific date option to displayBufferUdf (reversed)

[NG-463] Add Organization Title to Report Service Opportunity Dropdown and other places in template HTML (open) q

Engineering Notes - Recruiter - Version 2.1.03 - Release Date: TBD

[NG-427] Add tooltip option to text fields and select dropdowns in form editor (open)*

[NG-423] "Print" button for report hours. (open)*

[NG-390] Schedule Slot Sign up Button "View" and "more" options do not hide when "Sign up" is pressed (open)

[NG-430] Add new fields to placement record and new functionality for group placement (open)

[NG-443] Hide only Opportunity Sign up button (open)

[NG-385] Add customizable button on opp sign up modal (open) *-

[NG-452] Add Configuration to Sign Up Button for "Login" and "New Volunteer" Labels (open)

[NG-454] Display Warning When Slot URL References a Slot That is Expired or Unavailable

[NG-458] Add a full indicator on default calendar event display

[NG-466] Add custom_php_includes.php or similar for all custom php files in angular recruiters

[NG-468] Add ability to change header of "Location" and all other static search_options_panel layouts

[NG-470] Add support for .ics "Calendar Event" File, in Single Slot Pane

[NG-471] Add Custom Action Button on Single Slot Pane

[NG-477] Various Org Recruiter Improvements

[NG-478] Add displayLabel directive usable throughout the system

[NG-479] Add from_org as option for waiver config

[NG-478] Add displayLabel directive usable throughout the system

[NG-485] Various Form Editor Improvements

[NG-495] Allow Regular Expression for Password Pattern

[NG-497] Create preLoginFunction setting option

[NG-499] Add coordinator users to userStore

Bugs

Bug Fixes - Version 2.1.00 - Released: November 23, 2017

[NG-339] Onboarding steps aren't properly enabled based on settings (closed)

[NG-383] Two Vertical Scrollbars When Reporting Service (open)

Bug Fixes - Version 2.1.01 - Released: December 12, 2017 (fixes through Mar, 22th 2018)

[NG-387] VOL_WANTS_UPDATES Field is Not Saving (closed)

[NG-388] Hide filled schedule slots should not hide slots you are placed with. (open)

[NG-389] Footer overlaps content (open)

[NG-390] Schedule Slot Sign up Button "View" and "more" options do not hide when "Sign up" is pressed (open)

[NG-395] Quick Add Hours Fields Are Not Displaying Properly After Reporting Service (open)

[NG-399] "Show schedule shifts up to XX days" is not recognized in angular recruiters when searching for schedule slots (open)

[NG-400] Vol Photo Crop Is not Displaying on Some Recruiters (open)

[NG-401] Group Selection is not populated after selecting in registration form (open)

[NG-416] Search filters with the value of a "comma" in the name will not query with another value. (closed)

[NG-405] Loading Indicator is not disappearing, invalid JSON response from server (open)

[NG-421] Completed Onboarding Step Check Mark Not Displaying (open)

[NG-419] Mobile Sign-in Station Displaying After Resetting Station (open)

[ZD-14309] email address/User ID was being identified as having the incorrect format (open) a

[ZD-14345] Double URL Encoding of Search Query (open) a

[ZD-14382] Slot Date Search Filters are Displaying Results 1 Day After Filter Range (open) a

[ZD-14413] Adjacent Radio Button Lists Won't Save (open) a

[NG-459] Sign-In-Station Reported Hours is not correct when browser is in a different time zone than the eC account (open) a

[NG-460] Sign-in Station: Volunteers with multiple LBE without "Sign Out Time" are not able to sign out (open) a

[NG-462] Quicklinks do not work with UDFs that are not configured as a search filter (open) a

[NG-457] Hours fields in Logbook survey display detailed data on service history in logbook (open) q

[NG-456] er_getLbeList not pulling records when LBE_START_TIME and LBE_END_TIME fields are part of request

Bug Fixes - Version 2.1.02 - Release Date: March 31st, 2018

Bug Fixes - Version 2.1.03 - Release Date: (TBD)

[NG-474] Multiple Max Date Message displays on calendar search results view

[NG-475] Start Time and End Time fields do not populate correctly, or reset

[NG-476] Attachments do not display when navigating to the opportunity details the second time

[NG-462] Quicklinks do not work with UDFs that are not configured as a search filter (open) a

[NG-480] Record Label does not propagate into modal headers

[NG-484] Check Slot Sign In Station Selection before displaying to roster or other sign in methods

[NG-494] SCC Report My Service Back button displaying wrong label

[NG-500] Searchable dropdown times out when there is a large number of results to filter

[NG-505] Reset Password Page does display password fields when "Strong Password" requirements are not set.

[NG-506] Group Signup Modal does not show correct steps when group invite function is not enabled

[NG-507] Group Modal: Group Size is displaying for Opp Signup

[NG-508] Vol Registration Group Sign Up Displays Incorrect Error

Items that are marked with a "d" still need documentation, all other items are already documented. For more information on how to use new features, see the User Guide:

( https://support.samaritan.com/hc/en-us/articles/115001935563-Recruiter-2-0-User-Guide )

Below is a list of the messages in the AngularJS (NG) Volunteer Portal (or eRecruiter).

Error Messages

Report Service: Cannot report not placed error message

Report Service: Cannot report no survey error message

Login: Failure (all reasons) error message

Login: Too many attempts error message

Forms: Duplicate record error modal

Forms: Required fields error modal

Forms: Registration not placed message

Attachment: File too large error message

Attachment: Invalid format error message

Org Details: No details for this org message

Opp Search: Start and end time range required message

Sign-in Station: No Station Selected message

Sign-in Station: No Opportunities Selected message

Vol Opp/Slot Records: Please log in

Warning Messages

Opp/Slot Assignment: Requirements message

Opp/Slot Assignment: Referred only (unable to place) message

Opp/Slot Assignment: New Volunteer form message

Groups: No group association message

Groups: Invite openings message

Groups List: No group association message

Login: Update password required message

Upcoming Schedule: No shifts message

Placed Opp List: Reporting not enabled message

Placed Opp List: No Placements message

Placed Opp List: No Referrals message

Vol Opp/Slot Records: Calendar top message

Forms: Loading form message

Log Out: Session timeout warning message

Log Out: Logging out message

Opp Details: Opportunity is full message

Opp Details: X position(s) available message

Opp Details: Placed with Slots message

Opp Details: Placed with Opp message

Opp Details: Referred with Opp message

Opp Search: No description available message

Opp Search: Placed with Slots message

Opp Search: Placed with Opp message

Opp Search: Referred with Opp message

Opp Search: Refine search message

Opp Search: No results message

Slot List: No slots message

Org Manager: Opp Not Published {reason} message

Org Manager: Roster unavailable no slots message

Logbook: No history message

Logbook: End of history message

Sign-in Station: Admin login required message

Sign-in Station: Station not configured message

Sign-in Station: Guest Sign up Matching volunteer message

Success Messages

Opp/Slot Assignment: Placement success modal

Opp/Slot Assignment: Referral success modal

Groups: Reservation success modal

Forms: Registration success Message

Forms: Update/save success modal

Sign-in Station: Sign in success message

Sign-in Station: Sign out success message

DocuSign: Signing success message

Org Manager: Opp Published message

Org Manager: Opp updated success message

Login: Password reset link sent message

The timeFormats module provides services to convert various time formats.

How to include

timeFormats is automatically included with all angular recruiters via AngularDependencies.module.1.0.php

Usage

Methods:

toMilTime(time)

Accepts string of time "6:00 am"

Accepts string of minutes "965"

Accepts number of minutes 1080

returns "06:00", "16:05", "18:00",

to12HourTime(time)

Accepts string of time "16:00"

Accepts string of minutes "1020"

Accepts number of minutes 1400

returns "4:00 PM", "5:00 PM", "11:20 PM"

This page is divided into sections representing the various modules in the system. Each section outlines expected functionality.

Sections:

Login

User Sessions

Header Display

Volunteer Assignment Service

Attachments

Opportunity Details

Search Filtering and Sorting

Searching for Opportunities

Search for Schedule Slots

Waivers

Groups

Sign In Station

File Caching

System Status Tool

Architecture

Components

Legend: (c) configurable.

Login

The login module handles all login requests as well as redirection to specific resources after being logged in. The main component us the login form and Login controller. The login form has the following test cases:

Entering no user details: error should show for each field and generic login error

Entering a userId only: error should show for password field and generic login error

entering a password only: error should show for userid field and generic login error

entering both fields with one of the fields being invalid: generic login error

attempting to login more than 3 times with both fields populated: reCaptcha should show and be required to continue

attempting to login more than 6 times: message counter is applied indicating remaining attempts.

attempting to login more than 10 times: Button becomes disabled.

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User Sessions

Sessions are stored until the browser is closed, a person logs out, or there is no activity for a duration of time which is configured in RMS. Sessions will be retained through page refreshes. Sessions should meet the following test cases:

A session should be destroyed when the browser or tab is closed: test by logging in, closing tab and reopening.

A session should be destroyed when a user logs out: test by logging out and refreshing page.

A session should be destroyed when a user is inactive: test by logging in, then going inactive for duration of time set in RMS.

A session should be retained through page refreshes: test by logging in and refreshing the page.

A session timeout should be refreshed when navigating to another page.

A session timeout should be refreshed by any user interaction (moving mouse, clicking buttons).

A session timeout should be refreshed on modals and in iframes.

If a user is still active, a request (to the server to keep the session alive) should be sent every 29 seconds.

When a session is close to timing out, it should display a modal giving the user a chance to refresh the session.

If a user dismisses the modal, it should reset the session.

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Navigation

top The Navigation component contains the primary links for a user to navigate the system. When a user is logged in they will have access to additional links such as, "dashboard" or "log out". The Navigation component is designed to fit any width screen. When links do not fit on the screen, they are compressed into a hidden menu accessed via a "hamburger" link.

Navigation Test Cases:

It should hide breadcrumbs on scrolling

When the screen is too small to display all links, it should show a clickable menu icon instead.

When the window or display is reduced or expanded it should re-evaluate if the menu Icon is necessary and display it accordingly.

When the menu icon is clicked it should display the collapsible menu according to the configured method.

The collapsible menu should contain all configured links.

If a search link is displayed on the collapsible menu, it should have a sub-nav tree which contains the search filters panel.

If a link is configured to display when "logged in", and a volunteer is logged in, it should display.

If a link is NOT configured to display when "logged in", and a volunteer is logged in, it should not display.

If a link is configured to display when "not logged in", and a volunteer is not logged in, it should display.

If a link is NOT configured to display when "not logged in", and a volunteer is not logged in, it should not display.

Navigation Admin Configuration Test Cases:

It should allow menu items to be added.

It should allow menu items to be rearranged.

It should allow menu items to be deleted.

It should allow link URL, label, and title (hover title) to be configured

It should allow custom classes to be added.

It should allow menu items to be configured with icons.

It should allow menu position to be configured.

It should allow configuring of "logged in" and "not logged in".

When settings are saved it should provide a configuration object (JSON).

Volunteer Assignment Service

The Volunteer Assignment Service handles all placements and referrals to opportunities and schedule slots. The service provides options for logging in or registering. As well as signing up with a group, presenting prerequisite information, and any other precursor steps to signing up for an opportunity.

Opportunity Test cases:

It should perform all checks according to the Sign Up Action Button

It should attempt to place/refer a volunteer to the opportunity according to the settings for the opportunity.

If a waiver is required it should request the waiver signature before place/refer.

If a prerequisite is not met on a placement opportunity, it should refer instead.

If the user is not placed/referred for any reason to the opportunity, a message should be displayed clearly stating the reason.

Schedule slot test cases:

It should perform all checks according to the Sign Up Action Button

If the user is not referred/placed with the slot's opportunity, it should first place/refer the user to the slot's opportunity.

If the user is only referred to the opportunity, and the schedule slot is configured to allow referral, it should refer to the schedule slot.

If the user is only referred to the opportunity, and the schedule slot is NOT configured to allow referral, it should not refer to the schedule slot.

If the user is not placed/referred for any reason to the schedule slot, a message should be displayed clearly stating the reason.

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Attachments

There are three places where attachments can be uploaded: inline attachments, attachment list, vol photo attachment. Attachments can be inserted inline on forms, dashboards, or any other place a logged user would like to see them.

Inline attachments can be set to required when in forms. Inline attachments include a link to download or delete the file.

Vol Photo attachment: A volunteer's image can be attached from the vol photo attach directive, which is usually on the dashboard. This tool includes an image cropper.

Attachments can also be updated through the attachment list. "Other" type attachments can be uploaded on the attachment list view.

Test cases:

When an attachment is not uploaded, it should provide an upload link.

When an attachment is uploaded, the attachment should show uploaded and provide delete and reupload links.

On refresh, uploaded attachments should provide delete, download and reupload links.

When an attachment is deleted it should confirm delete before proceeding.

When an attachment is deleted it should provide an upload link again.

When an attachment is deleted it should remove the thumbnail

When an attachment is changed all UI references to that attachment should be updated.

When an "other" type attachment is added it should be added to the attachment list with the name provided.

When an "other" type attachment is deleted it should provide an upload link.

When an "other" type attachment is deleted and the page is refreshed, the other type should be removed from the list.

When an attachment is an image (jpg, png, gif) it should show a thumbnail preview in the attachment list after being uploaded.

When an attachmen is not an image, it should show an icon for the type of file it is.

When an attachment is uploaded that is larger than 3mb it should provide an error.

When an attachment is the wrong file time it should provide an error.

When an attachment is being uploaded, but not yet complete, a message should display indicating the file is still being uploaded.

When the vol photo attach tool is used it should display an image cropper before uploading

When the vol photo attach tool is used it should update the volunteer's profile image

When the vol photo attach tool is used it should only accept jpg, jpeg, png, or gif files.

When the vol photo attach tool is used it should convert the attachment to jpg.

When the vol photo attach tool is used it should resize the cropped attachment to 300px X 300px

Attachment List

Attachment errors

Deleting an attachment

Choosing a file in the attachment list

-

Choosing a file in the vol profile image tool

3 steps to upload vol photo.

Error messages for the vol photo attach

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Opportunity Details

Test cases:

It should filter out schedule slots that exist past the opportunity's expiration date.

It should provide a static map image with pin matching the location address.

If no location address is available it should provide a static map image with pin matching the contact address

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Search Filtering and Sorting

The search filters system uses opportunity attributes that are displayed in a variety of ways based on configuration. Searches are performed on opportunities and schedule slots. Search settings can be retrieved using the URL at the top of the page. Below are some example URL string

Search Filtering Test Cases:

When a filter is selected, it should add that filter to the URL automatically.

When a filter is removed, it should remove that filter from the URL automatically.

When a sort is added, it should be added to the URL automatically.

When a sort is removed, it should remove it from the URL automatically.

When a filter or Sort is changed it should update all corresponding displayed records.

Search filters/sorts should be retained when any back button or link is used.

Search filters/sorts should be retained when any back button or link is used.

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Searching for Opportunities

The Search applies filters immediately to a set of records. This improves responsiveness and decreases server requests. Searches can be configured into groups. Each group will act as an OR between all criteria in that group. Groups are then compared against each other as AND logic. Aside from custom search criteria there is also keyword search and location/zip and distance. Search filters can also be applied using quick link URLs.

Note: Opp search filtering only applies to the specific results views that are part of the search feature, The list, map and calendar views.

List view test cases:

It should update search results automatically after clicking on a checkbox or radio button

It should update search results after pressing enter or leaving the keyword field

It should allow search results to be sorted by title in ascending or descending order

It should allow search results to be sorted by publish date in ascending or descending order

Map view test cases:

It should provide a pin for each opportunity that has custom coordinates, a location address or a contact address

If custom coordinates are provided, it should provide a pin based on custom coordinates first

If no custom coordinates are provided, it should provide a pin matching the location address

If no location address is provided, it should provide a pin matching the contact address

When a pin is clicked, it should open an info window for each pin with details about the pin (detail window may vary in format)

It should cluster the map pins when they are close enough to each other and indicate the number of records for the new clustered pin.

If there are only 2 records in the cluster, when clicked, it should open an info window with a listing each record in the cluster

Calendar view test cases:

It should display schedule slots for the filtered opps on the calendar.

If there is no schedule slot for the opportunity, it should do nothing.

See Schedule slot filtering for more calendar test cases

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Search for Schedule Slots

Schedule slot search filtering filters all available schedule slots in the current view. After applying most search criteria to the parent opportunities, schedule slots are pulled for the filtered opps. a user can do a more exhaustive search of slot specific fields, such as date and time, to refine results further. The views that support slot results are the list and calendar views.

Note: Slot search filtering only applies to the specific results views that are part of the slot search feature, The list and calendar views.

Test cases for both views:

It should not display schedule slots that exist past the opportunity's expiration date.

It should not display day off schedule slots.

If the Start Date filter is used: It should not display schedule slots that start before the set date.

If the End Date filter is used: It should not display schedule slots that end after the set date.

If the Start Time or End Time filters are used: It should display all schedule slots that are "touching" (in-between, starting before the end time but after the start time, ending after the start time but before the end time.

If the Group Size filter is used: It should not display schedule slots that have an available group size that is less than the set group size.

If A buffer time is configured: it should filter out events that start before the current date plus the buffer time.

It should load and make available for display, the amount of slots equal to what is configured in RMS.

Test cases for list view:

It should provide details about the parent opp for each schedule slot, such as opp title (this is configurable, and may vary).

It should provide a message indicating the number of results.

It should default to sort by date/time.

It should allow sort by title, which sorts by opportunity title.

It should provide links to opportunity details (note the search criteria are not applied to opp details)

Test cases for calendar view:

If there are 3 or fewer slots, it should list each slot available for that day.

If there are more than 3 slots, it should group slots into one clickable slot placeholder with a count indicator of how many slots are on that day

If an individual slot is clicked, it should open a modal window with information about that slot

If a grouping of slots is clicked, it should open a modal window with a listing of all the slots on the day, sorted by time.

If a grouping modal is opened it should display a sticky footer with "modal specific" navigation that is fixed to the bottom of the screen.

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Waivers

The waiver system can be enabled to require waivers be signed within specific places in the system. Waivers can be configured to be requested in four places: registering as a new volunteer, upon opportunity sign up, on the volunteer dashboard, and as part of an onboarding process.

Test cases:

It should get all historical waivers for the current user.

It should only add waivers that match the "require when" configuration criteria to the required waivers.

It should compare all current waiver requests to historical waivers before adding them to required waivers.

It should open a modal notification that users accept, before loading any waivers.

It should display required waiver(s) when requested (on opp sign up or other trigger event).

If the waiver is a generic waiver, it should show the survey iframe.

If the waiver is a DocuSign waiver it should show the DocuSign iframe (full screen frame).

If multiple waivers are required, it should display the next waiver after the current waiver is completed, until all waivers are signed.

Cancelling a waiver should close all user interface components for that waiver.

Waiver type Logbook entries should not display in the logbook with normal LBE entries.

Test cases for opp prerequisite waivers:

It should display a message modal with a list of all required waivers before displaying the first waiver.

Once all waivers are signed, it should place/refer volunteer to opportunity as configured. (see general test cases for process)

If the waiver is cancelled, it should not place or refer you to the opportunity.

Test cases for triggered waivers:

When triggered, It should load the proper waiver in either a full screen frame or a modal based on configuration.

If the waiver process is cancelled it should not perform any additional actions.

If the waiver process is completed, it should perform the configured callback response function. eg: open a success modal, change a field value or other custom action. (see each recruiter configuration specs for more details).

Test cases for DocuSign waivers:

It should create a LBE if there are mapped LBE fields in the waiver configuration.

It should create a DocuSign envelope and put the envelope GUID into the mapped LBE or VOL field.

It should pass the OPP ID, LBE ID, Survey ID, and all configured custom field values to the DocuSign envelope record.

It should populate the DocuSign document tabs with data from the configured display fields in the DocuSign visible document & envelope record.

It should attach the DocuSign document to the mapped VOL or LBE attachment after being signed.

It should update the mapped LBE or VOL field with the DocuSign status.

If a waiver is cancelled, it should still create the LBE and leave the status as "Sent" with a waiver Envelope GUID in the mapped LBE fields.

Modal notification before opening waiver(s).

DocuSign initial load view.

Populated Volunteer Name and Opp Title in DocuSign.

Interface change after clicking "finish" in docusign

Showing sign up after signing.

LBE survey of incomplete DocuSign waiver signing

LBE of completed DocuSign waiver signing

Example of waiver configuration settings.

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Groups

The Groups system allows users to be assigned to groups, manage groups, and records belonging to the group.

Test cases:

Triggering a Group Action Button should display a modal with group search, add, remove, and edit controls.

Searching a group name should display a list of results matching the search criteria.

The list should be scrollable when necessary.

The list should be scrollable when necessary.

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Sign In Station

The sign in station allows for various configurations and modes. The modes include Open Roster, Email, Username/Password, Barcode, Volunteer ID, and Driver License. Each mode requires some level of configuration, either through the admin settings panel or through the associated angular-config.js file.

Test cases:

It should display the current time within 1 second.

It should allow eCoordinator (admin) login access.

It should allow the user to select a station and opportunities to use.

It should allow users to switch between modes (Open Roster, Email, Username/Password, Barcode, Volunteer ID, and Driver License).

It should allow users to set all miscellaneous settings.

It should save all configuration settings when the save settings button is clicked.

When "Reset Station" is clicked it should reset the station to not configured.

It should display a message stating the station is not configured, if there is no configuration settings file stored.

It should perform a display reset ever X seconds(c). Display reset clears user data, and displays the default sign in method.

Admin Roster cases:

It should show all volunteers who are placed in a schedule slot, based on selected opportunities, for the current day.

It should allow admin users to see all scheduled volunteers for the day.

It should allow admin users to modify start and end times for any volunteer for the day.

It should allow admin users to log in or log out any volunteer scheduled for the day.

It should allow admin users to find a volunteer based on email, who is able to report service at the sign in station, and sign them in or out.

It should allow admin users to find a volunteer and place them with a specific schedule or opp that is configured for the station.

It should allow admin users to create a guest account

Open roster test cases:

It should pull opportunity and schedule slots for selected Sign in Stations, regardless of recruiter visibility.

It should display placed volunteers of schedule slots which are for selected opportunities of the station, and fall within the "Allow early sign in" and "Allow late sign in" configurations.

It should be able to filter roster names by a search field for first and last name.

It should allow users to set their group size (when enabled).

When allow guest is enabled, it should allow guest sign up into currently available schedule slots.

When "Enable additional survey prompt" and "Show additional survey link on roster" settings are selected, a link should display which allows users to report service using other surveys available to the volunteer (based on volunteer's surveys).

When "Hide volunteer from roster after sign in" is enabled, it should remove names from the roster after they sign in

Email, Username/Password test cases:

It should provide an error message if the username/password or email could not be validated.

It should provide an error message if the email exists for multiple volunteers.

It should provide a list of upcoming schedule slots and/or opportunities when a user logs in.

It should allow users to take an additional survey upon entering credentials after already logged in (if enabled).

Guest sign in test cases:

It should check for existing records based on email address.

It should create a new record using the volunteer name and email.

It should present a list of opportunities and/or schedule slots available for the guest to sign in for.

It should add the guest to the roster list if the open roster mode is the main mode.

Take Survey

It should be possible to enable additional surveys to be completed without signing out of the sign in station.

Additional surveys should be determined by those available for the volunteer and opportunity.

It should be possible to restrict/specify which surveys are available via the "Take survey" link.

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File Caching

Almost all files delivered from the CSTOOLs folder are managed by the Cache Manager. This module holds an array of these filenames and their date modified times. When you call for a cache URL it matches that URL to one in the array and returns the URL you are calling with an appended version number. If a file is updated, the Cache Manager will automatically update the version number to the new date modified time. File names are manually added to the Cache Manager by a developer when a new resource becomes available. In addition, the commonly modified angular-config.js, recruiter-styles.css, and recruiter-responsive.css are also handled by this module.

The Cache Manager requires two files to work, the cache manager itself and a copy of cacheVersions.php which is stored in the local custom folder of the recruiter. This combined with no-cache headers prevents resources from being cached after they have been updated.

Test cases:

When a module file is updated, and it exists in the cache manager module, the file should get a new version number and a new copy of the file should be retrieved from the server.

When a partial template file is updated, and it exists in the cache manager module, the file should get a new version number and a new copy of the file should be retrieved from the server.

When a form JSON file is updated, and it exists in the cache manager module, the file should get a new version number and a new copy of the file should be retrieved from the server.

When a stylesheet file is updated, and it exists in the cache manager module, the file should get a new version number and a new copy of the file should be retrieved from the server.

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System Status Tool

The system status tool provides module information as well as basic bug tracking information. The module information is updated every 4 hours, and is collected using keen.io. The bug information is updated by the minute for the last 24 hours, and is collected using www.atatus.com. The tool can be found at https://cstools.samaritan.com/data/system-status.php

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Architecture

There are 4 main modules that support the Angular recruiter project. The UserManager, RecordManager, ConfigSettings and SamaritanDataService.

The SamaritanDataService is the direct communication path to the database via the Custom Environment. Requests are made through the sDs eg: sDs.send('er_volFields', ...).

The UserManager maintains roles for volunteers, organizations, and guests. Each role has their own record store for user specific records such as opp and slot placements, logbook entries, attachments, waivers etc. The user manager also stores many record formatters for the various records that are requested and stored. The userStore can be used to pass the current state of authorized users throughout the system.

The RecordManager maintains non-user specific records, such as opportunities, schedule slots and organizations. Records are provided to other parts of the system through the recordStore as the main container of non-user-specific data. The RecordManager also contains many record formatters to structure data properly before putting it in the recordStore.

ConfigSettings combines AMS, RMS and custom settings used throughout the system. The settings control functionality across various modules, within templates, and even within the RecordManager and UserStore.

Components

Modal: Modals are delivered using bootstrap's modal structure, and the bootstrap.ui angular module. There are basic confirm/cancel modals and custom or templated modals, which can all be configured to some degree. Custom modals can be called using the same service and will often be intermixed within standard functionality.

A list of modals includes:

Login Modal

Report Service Modal

Confirm Modal (confirm/cancel)

Missing Fields Modal

New Required Fields Modal

Full Screen Frame: A full screen frame acts like a modal except that it takes up the entire screen. There is a close button that can close the frame. Full screen frames are often used to display iframes or menus and other navigation.

Sign Up Action Button: The Sign Up Action Button is a single button that is used for all assignment of volunteer to opp or slot (refer and place). The button begins a sign up wizard that can be configured to direct the user through the sign up process. The wizard can be configurable but almost always contains most of the following steps

List of common wizard steps:

Group or individual?

Log in or register?

Confirm requirements message (prerequisites)

Profile check / answer additional questions

Select schedule slot

Assign Volunteer (last step in all cases)

Engineering notes - Volunteer Management System - Version 8.2 Build 8202 - Released 12 January 2018

New Features

[ VMS-4697 ] - Not Equals Operator for Dependent Regions in Surveys

[ VMS-4571 ] - Advanced SIS in eC

[ VMS-4779 ] - Add ability to "View" waivers - This will work like "Edit" but will be read only

Tasks

[ VMS-4294 ] - Security testing in release

[ VMS-4837 ] - eR optimization

Improvements

[ VMS-4513 ] - Add Control Improvements

[ VMS-4592 ] - Images in emails should not have borders added to them.

[ VMS-4602 ] - Add Log Book Entry Approval Button and Link Controls to Volunteer Profile Trainings Tab

[ VMS-4632 ] - AMS> Users: On right click, Edit option is not displayed at the top of list

[ VMS-4633 ] - eC: Same tab should be opened when you save & close and open again

[ VMS-4637 ] - Volunteer Profile Waiver Tab Grid Column Default Settings and Sort Order

[ VMS-4705 ] - Multiple references response

[ VMS-4827 ] - Add date format to date columns in excel file export

[ VMS-3461 ] - Optimization: Add MemCached support to cacheEngine

[ VMS-4524 ] - Remove Inbox folder for new accounts.

[ VMS-4606 ] - SIS in eC: Database Changes

[ VMS-4607 ] - SIS in eC: Sign In Grid

[ VMS-4608 ] - SIS in eC: SIS Profiles

[ VMS-4637 ] - Volunteer Profile Waiver Tab Grid Column Default Settings and Sort Order

[ VMS-4652 ] - New LBE> multi-select volunteer improvement

[ VMS-4656 ] - Add "Trainings" column to Volunteer grid

[ VMS-4657 ] - "Record a Training" improvement

[ VMS-4658 ] - Add "Add Hours" button to vol grid

[ VMS-4659 ] - Include [Volunteer Name | Opportunity Title] in Add Hours modal

[ VMS-4660 ] - Waivers Expiration Date Options: Copy to Trainings

[ VMS-4661 ] - Allow Training Surveys to be Non-opportunity OR Opportunity Surveys

[ VMS-4684 ] - Accept h am or h pm format for the start or end time in Add Hours

[ VMS-4686 ] - SIS 2.0> Other buttons (except 'New' and 'Generate URL') should be disabled when No station is selected on grid

[ VMS-4687 ] - SIS 2.0> Generate URL should not show 'Only Selected Stations' when no station is selected

[ VMS-4693 ] - SIS 2.0> Other buttons (except 'Add New') should be disabled when No recipient is selected on Blacklist Grid

[ VMS-4698 ] - Disallow role-defining eC logins from accessing eC via coordinator/index.php login page

[ VMS-4705 ] - Multiple references response

[ VMS-4747 ] - remove ghost records functionality as confusing

[ VMS-4772 ] - Add Hours: use Chosen JS control when using AH from Opp Grid> Context Menu

[ VMS-4871 ] - System is accepting the duplicate of eRecruiter Email Template

[ VMS-4907 ] - SIS Stations get removed by clicking on 'Delete' button without Apply/Finish

Maintenance

[ VMS-4743 ] - display non-opp survey title in eR log book

Bugs

[ VMS-2452 ] - UI issue: On eC Calendar right click menu is overlapping with windows right click menu (on IE and FF)

[ VMS-3983 ] - eR> Propose a Project: End Date can be before Start Date. Both dates can be in the past

[ VMS-4028 ] - Calendar Grid Waiver Related Grid Columns Are Not Filling In

[ VMS-4275 ] - SCC eR> Attachments Page: After attaching file, File browsing controls are still displayed

[ VMS-4405 ] - AMS> Users horizontal scroll bar is gone

[ VMS-4407 ] - Attachment LDF not retaining uploaded file

[ VMS-4467 ] - Main Grid -> wrong phone format

[ VMS-4542 ] - SCC eC> Trainings: Preview window does not display updated data on survey form

[ VMS-4544 ] - SCC eC> Trainings: Clicking "X" does not reset search filter of training survey

[ VMS-4545 ] - eC> Vol Profile: Not able to view the history for added notes in "Background Check" tab

[ VMS-4546 ] - eC> Main Grid: Vertical scroll is not visible unless maximized browser (FF specific)

[ VMS-4547 ] - eC> Trainings: "Date Entered" column is displayed in report even when not configured on the training grid

[ VMS-4552 ] - SCC DEV eC> Email template: User is unable to attach data grid reports in format (csv, excel, txt, pdf)

[ VMS-4553 ] - SCC DEV eC> Opp profile> Prerequisites: ODBC Error message displayed on Error popup

[ VMS-4557 ] - Role based permission not allowing deletion of Log book entry

[ VMS-4562 ] - SCC QA eC> Incorrect expiration date displayed when DocuSigned on paper

[ VMS-4574 ] - SCC QA eC> Attachment Preview: Download icon does not work on preview of attachment

[ VMS-4577 ] - SCC QA eC> LogBook tab: Warning message is not displayed in volunteer profile logbook tab

[ VMS-4578 ] - SCC QA eC> Preview Attachment: Download button does not work when user previews other file types

[ VMS-4580 ] - eC> LogBook: Waiver data is showing blank in LBE

[ VMS-4585 ] - SCC QA eC> Quick Add: Start/End Time of Quick Add are appended by "am/pm" text

[ VMS-4596 ] - SCC QA eC> Quick Add: Difference of "1 minute" is observed when logged hours from opportunity tab

[ VMS-4598 ] - Waivered Volunteers column of the Opportunity Grid is not filling in

[ VMS-4600 ] - SCC QA eC> Trainings tab: Reports missing its "Exclude Columns" on configuration window

[ VMS-4601 ] - SCC QA eC> Opp Report: Opportunity Report config window title is incorrect

[ VMS-4603 ] - Expiration Date Logged Data Field Status Values Missing in Grid Columns

[ VMS-4610 ] - Training Survey Date Range Warning Message Does Not Match Specified Logged Data Field Date Range

[ VMS-4611 ] - Reduce Default Approver Note Column with to 300 pixels

[ VMS-4613 ] - eC> Volunteer Profile: "Approval" button functionality is not working on Trainings tab

[ VMS-4614 ] - eC, automation is not tiggered

[ VMS-4625 ] - eC> Administrative Options: Email Queue screen having UI issue

[ VMS-4626 ] - Not all records appearing to all users

[ VMS-4628 ] - SCC QA eC> Survey/Waiver/Training: Canceling editing of LDF and new survey creates a new survey record

[ VMS-4629 ] - SCC QA eC> Survey: Deleting a survey which is not attached to any opportunity shows wrong warning message

[ VMS-4630 ] - eC> Schedule Shift: Missing warning message of Start date on editing repetitive slots

[ VMS-4641 ] - eC, Calendar, column "Filled Positions" shows incorrect values

[ VMS-4642 ] - eR, onsave automation is not triggered when possible duplicate

[ VMS-4645 ] - eC, Automations for logbooks ignore user filters

[ VMS-4646 ] - Waivers expiring when a minor becomes and adult

[ VMS-4648 ] - eC, Automation create incorrect snapshot for phone UDF

[ VMS-4650 ] - eC> Vol Profile> Attachments: When "other" attachment is added for the first time then 'Visible to Volunteer' value resets

[ VMS-4654 ] - RMS/Emails, 'Vol Self Schedules' email don't have shift's address merge fields

[ VMS-4664 ] - eC, onsave Automation for shift ignore condition / formula

[ VMS-4665 ] - eC, Opp/Shift Place/Refer Automations should allow condition/formula

[ VMS-4666 ] - eC, BC approval email sends wrong attachment

[ VMS-4671 ] - eC, LD is not displayed in the training

[ VMS-4678 ] - AMS>Attribute>Contact Type: Marked as Email But Email Screens Warns Otherwise

[ VMS-4681 ] - Volunteer Name and Opportunity Title are not centralized in "Quick Add" modal

[ VMS-4708 ] - eC, Edit logged data resets 'Store As Text'

[ VMS-4748 ] - eR#1314: Live instance URL is not working

[ VMS-4749 ] - eR#1314: Data loss observed in Volunteer Profile

[ VMS-4750 ] - eR#1430:When clicked on 'Edit My Profile' it shows no Information/Fields.

[ VMS-4757 ] - eC> Calendar: Poor alignment of "Series Starts on" field label for repeating slots

[ VMS-4778 ] - eC, creating log book entry, system ignores end time

[ VMS-4781 ] - eC, Add Hours is not working after clicking "Refer / Place"

[ VMS-4784 ] - eC, edit log book entry, wrong logged data shown

[ VMS-4790 ] - eR, report hours, logged data of type "dropdown with values" is not working

[ VMS-4798 ] - eC, Calendar, repeated slot can't be saved

[ VMS-4799 ] - AMS user is not able to delete existing account

[ VMS-4800 ] - eC, Opp Logbook, new logbook window freezes

[ VMS-4802 ] - eC, logbook time is not saved when start time > end time

[ VMS-4805 ] - eC> Calendar: While copying opportunity with "opp and slot placements" option, SS placements are not placed/referred in copied Opp

[ VMS-4806 ] - eC, when logbook entry expire on date (at midnight), changes not saved into logbook entry's history

[ VMS-4812 ] - eC, Vol Logbook, edit log book entry, yes/no is not displayed correctly

[ VMS-4814 ] - eC, Calendar, currently selected attachment notes should be saved when slot saved

[ VMS-4816 ] - Coordinator, Opp Grid, Email to All placed vol is not sent

[ VMS-4822 ] - Exporting data grid report in Excel in Firefox does not create an Excel file

[ VMS-4829 ] - eC, Opp profile, History tab, 'Approval::Creation Date' shown incorrectly

[ VMS-4830 ] - eC, Logbook, new logbook entry is not saving

[ VMS-4834 ] - eC, vol grid, column search resets when edit volunteer

[ VMS-4838 ] - eC, when grid column removed from saved grid, change not saved to account's history

[ VMS-4839 ] - Opp grid->Opportunity schedule report displays wrong number of placed/needed volunteers

[ VMS-4841 ] - eC, Vol Profile, reference solicitation date saved wrong

[ VMS-4843 ] - eC, Automations, email preview is not working

[ VMS-4844 ] - eC, Survey Editor, error when creating new logged data

[ VMS-4860 ] - eC, Calendar, no history entry created when "ends in ... times" changed

[ VMS-4881 ] - eC>Opportunity>New>Restrictions tab>Security: "User is able to RIGHT CLICK on the Restriction page".

[ VMS-4884 ] - eC, Automations, incorrect next date for the schedule

[ VMS-4909 ] - Total hours functionality doesn't work

[ VMS-4921 ] - eC, Automations, email is not sent when onsave automation triggered by BC status change

Engineering Notes - Volunteer Management System - Version 8.2 - Released: July 28, 2017

New Features

[ VMS-4268 ] - Export to Excel

[ VMS-3957 ] - LBE Profile and Automations

[ VMS-3958 ] - Administrative Options> Trainings Tab

[ VMS-3959 ] - Administrative Options> Trainings Tab> New Training Survey screen

[ VMS-3960 ] - Verification Type LDF + Synchronize UDF & LDF types

[ VMS-3961 ] - Volunteer Profile> Trainings Tab

[ VMS-3962 ] - Volunteer Profile> Trainings Tab> Create New Training wizard functionality

[ VMS-3963 ] - Add Training fields as potential Prerequisite requirements

[ VMS-4065 ] - Preview of Attachment LDF from LB Grid -and- LB edit screen

[ VMS-4090 ] - Volunteer Profile> Log Book Tab

[ VMS-4147 ] - Different roles don't show placed vols in schedule slots

[ VMS-4236 ] - Add Email Address as a named search criterion for the Client's grid.

[ VMS-4328 ] - SCC DEV eC> Location Info: Options for opportunity and its schedule slots are not same

[ VMS-4593 ] - Reducing the size of images in eCoordinator emails causes poor image quality

Improvements

[ VMS-4572 ] - add OPP_APPROVAL_STATUS, ORG_APPROVAL_STATUS. SS_APROVAL_STATUS fields in according profiles

[ VMS-2915 ] - Eliminate eCoordinator Preferences

[ VMS-3083 ] - Set slot field value to x if org/opp field value = x (e.g., if opp is approved, then auto-approve slot)

[ VMS-3106 ] - Browser/Tab Title: Display Page Name before Product Name. Log number of clicks on page in database and make available in AMS. Collect analytics.

[ VMS-3117 ] - Named Search n-n option

[ VMS-3246 ] - automation email template preview issue

[ VMS-3293 ] - 'Add Note' button included on Vol/Personal tab is not functional

[ VMS-3317 ] - Date formatting not available for Opp, Schedule Slot fields and UDFs

[ VMS-3602 ] - Editable BC statuses

[ VMS-3921 ] - FAF: Add "Family Hours" Column: Via eC> LBE

[ VMS-3938 ] - SSN as standard vol profile field

[ VMS-3965 ] - Optimization: named searches interface

[ VMS-3979 ] - Add confirmation dialog to bulk email page on delete saved email template

[ VMS-3993 ] - eR> Logbook: Volunteer is able to submit logs with zero hours, negative hours and empty hours

[ VMS-4172 ] - Improve Waiver Creation From Volunteer Profile and Volunteer Grid Context Menu

[ VMS-4197 ] - Static Profile Headers & Footers

[ VMS-4374 ] - Allow default address option for schedule slot and opportunity

[ VMS-4378 ] - Quick Add Control

[ VMS-4393 ] - eC> Trainings: Text filtering is not applied to locate and select the desired Training Surveys

[ VMS-4430 ] - Trainings Grid Enhancements

[ VMS-4472 ] - Change "Sponsored Organization equals" named search filter criteria to exact match by ID.

[ VMS-4488 ] - Incorrect "save and schedule" behavior

[ VMS-4513 ] - Quick Add Control Improvements

[ VMS-4521 ] - New attachment layout for all profiles

[ VMS-4522 ] - Add "Save and Schedule" button as default

[ VMS-4523 ] - Verifier UDF expiration date as optional

Tasks

[ VMS-4158 ] - Facebook API update to latest version

[ VMS-4294 ] - Security testing in release

[ VMS-4456 ] - Performance testing in 8.2 release

Epics

[ VMS-3945 ] - Training and Certification Tracking

Bugs

[ VMS-3983 ] - eR> Propose a Project: End Date can be before Start Date. Both dates can be in the past

[ VMS-4264 ] - eR, automation sends incorrect email

[ VMS-4282 ] - SCC eRecruiter Zip Code Search Erases Zip Code Digits as they are entered

[ VMS-4283 ] - SCC Zip Code Exact Match Search Returns Has More Results Than A Five Mile Distance Search

[ VMS-4288 ] - eC, vol named search using attachments throw error

[ VMS-4299 ] - eC> LogBook Grid settings: Available Column names are not displayed fully for columns with long names

[ VMS-4303 ] - SCC DEV eC> Reports: Website name is overlapped in Opportunity Report

[ VMS-4305 ] - SCC DEV: eC>Opp Profile: Admin user Opp Profile Approval tab does not display Parks role check boxes

[ VMS-4307 ] - SCC Dev eC> Vol Profile: Waivers tab - Most recent waiver created is not displayed on top

[ VMS-4309 ] - eC, new logbook automation, incorrect email templates on the Action tab

[ VMS-4310 ] - Save and Schedule button not working

[ VMS-4325 ] - SCC Dev eC: Location information on Slot profile does not populate the State available in Opportunity profile

[ VMS-4326 ] - AMS, copying user create duplicate email templates

[ VMS-4327 ] - SCC Dev eC: Need Renewal Date field for "TB Test"

[ VMS-4329 ] - SCC Dev eR> Vol profile: "Allow other volunteers to see which schedule slots this volunteer is placed in?" Filed should have default "No" for all volunteers

[ VMS-4338 ] - Error Number: -8116

[ VMS-4344 ] - Rename UDF choice doesn't rename values in named search criteria

[ VMS-4346 ] - eR, client / org login shown even when unused

[ VMS-4349 ] - SCC Dev eC: How to create multi-location opportunity ?

[ VMS-4352 ] - eC, vol named search throws error

[ VMS-4367 ] - Ampersand shows as "&" in attachment name in calendar grid

[ VMS-4369 ] - eC, create/edit logbook, logged data of type 'List With Values' displayed incorrectly

[ VMS-4500 ] - Enable ELV in AMS does not allow to set Default User ID

[ VMS-4514 ] - Reference Solicitation emails not sending

[ VMS-4614 ] - eC, automation is not tiggered

[ VMS-4620 ] - [SCH::SS_AVAIL_POSITION] returning incorrect available positions

[ VMS-4646 ] - Waivers expiring when a minor becomes and adult

[ VMS-4782 ] - Vol/Client contact info named searches don't work

[ VMS-4881 ] - eC>Opportunity>New>Restrictions tab>Security: "User is able to RIGHT CLICK on the Restriction page".

Approve Hours

For some organizations it is necessary to approve volunteer hours. Volunteer hours may be subject to audit if an organization receives funding based upon the number and type of volunteer service hours performed. eCoordinator makes it simple to Approve or Disapprove a volunteers reported hours! If you do not see this feature in your system but are interested in having it turned on, please contact a Client Services.

In the log book data grid you see an "Approval" button on the left hand side.

"Grid Settings"

Select the checkbox next to the log book entry or records for which you wish to Approve or Disapprove and then click the "Approval" button.

If you want to address all the records on the screen, do not select any records, simply click the "Approval" button.

The "Approve/Disapprove Hours" window opens.

From here you can choose "Yes, Approved,, "Disapproved," or "Not Yet Approved." You can also choose if you want your Approval to apply to all the log book entries or just the entries you selected on the previous screen. Once you have made all your choices, click the "OK" button. If you decide you are not ready to make your decision at this time, click "Cancel."

Once you have approved or disapproved your volunteers hours, you can view the information in the log book grid. There are 4 columns in the log book grid that relate to approval status.

Approval Status: Indicates whether or not the entry has been approved, disapproved, or not yet approved.

Approved By: Displays the user who set the approval status.

Approval Date: Is the date the approval status was set.

Approval Hours: Shows how many hours were approved for this log book entry.

Approver's Note: If any notes were typed in, they will be displayed here.

Approved By User Type: Shows either "eCoordinator User" or "Approver." (See the Approver System section for more information)

If you do not see these columns in your log book grid, you must add them through the functionality directly above the data grid.

Surveys

The surveys are set up in eCoordinator in the Tools> Administrative Options> surveys menu as well as from within the opportunity profile. Starting with eCoordinator 6.2, a survey can now be connected to one or many opportunity(ies). From within a particular opportunity profile, you may view all available surveys, which survey(s) the particular opportunity is using, change the order of presentation, or add, edit, and delete a survey. Please keep in mind if you delete any given survey you delete it for any other opportunity also using it. If you no longer desire the volunteers of a particular opportunity to respond that survey, simply move it out of the category, "Surveys used by this opportunity."

When you first start utilizing eCoordinator, or anytime you create a new opportunity, the system will create a "default" survey, called "Log Book Survey." Whether you choose to use the Survey System to its full functionality or not, this default survey guarantees volunteers or users can record hours of service and service performed. This survey is by default comprised of "Hours," "Service Performed," and "Miles"; however any of the three " Logged Data Fields " can be deactivated as defaults during the implementation process or removed by you, the user.

Please see the section about " Surveys " in order to learn how to set up a basic survey.

Engineering Notes - Volunteer Management System - Version 8.1 - Released:26 May 2017

New Features

The new Waivers system described by the Waivers SRS is the core ofthis release affecting the following areas (by functional requirement):

FR 1: Waivers tab in Administrative Options

FR 2: Creating a Waiver Survey

FR 3: Opportunity Profile Waiver Tab

FR 4: Recording a Waiver in the eCoordinator Log Books

FR 5: Waivers in the Log Book Grid

FR 6: Waivers Tab in the Volunteer Profile

FR 7: Waiver Prerequisites

FR 8: Waivers and the Calendar Grid

FR 9: Waivers and the Volunteers Grid

FR 10: Waivers and the Opportunities Grid

FR 11: Enabling the Waiver System via the AMS Options Tab

FR 12: Waivers and the Background Check System

FR 13: Waivers and the Volunteer Report

Improvements

[ VMS-3354 ] - eC> Calendar: Switching from Grid View to month view is showing past month Actions

[ VMS-4591 ] - View Shift (Slot) referrals on calendar per volunteer

[ VMS-3955 ] - OnDemand automation should be logged as user who executed not a user who created

[ VMS-4170 ] - Encrypt particular volunteer and clients fields

[ VMS-3972 ] - Double Click on a right column header border to expand the column width

[ VMS-3950 ] - Send solicitation email when volunteer change reference's email address in eRecruiter

[ VMS-3468 ] - Insert Survey link from mail merge as anchor in HTML email editor mode.

[ VMS-4043 ] - Calendar: "Refer" and "Place" buttons should show required prerequisite in tool-tip of disabled "Place"/"Refer" functionality for logged in user

[ VMS-4171 ] - Consistent Column Drag Interface

[ VMS-4178 ] - Solution for people who people who select an opportunity by mistake

[ VMS-4166 ] - Remove the "For each placement volunteers can complete this waiver" advanced option.

[ VMS-4159 ] - Min / Max Vol / Client fields in schedule slot profile should be wide enough to easily view 3 digits

[ VMS-4106 ] - Correct Title of New Log Book Entry Page

[ VMS-4066 ] - Drag and drop columns in Main Grid

[ VMS-3496 ] - Opportunity Title Not Changing Nor Consistent

[ VMS-3457 ] - Renamed report title doesn't appear in AMS/Page Config/Reports/Select Page dropdown list

[ VMS-3335 ] - Add warning to AMS/Page config

[ VMS-3204 ] - Remove Volunteers can/cannot see this field options from UDFs

[ VMS-4127 ] - Change waiver status contrast values of the green and red fonts used for the OK and Not OK status

[ VMS-4129 ] - Change column border highlight color that appears when dragging grid columns

[ VMS-3946 ] - Add warning to edit survey page.

[ VMS-4153 ] - eC> Change User Info: Error message is displayed while changing user information

[ VMS-4113 ] - eC> Administrative Options: Different tabs having different window size

[ VMS-3882 ] - eC> Name Search System: Popup is displayed to select a search even when no named search exists

[ VMS-4488 ] - Incorrect "save and schedule" behavior

[ VMS-4245 ] - Add Organization name choice to the eC Calendar show menu

[ VMS-4472 ] - Change "Sponsored Organization equals" named search filter criteria to exact match by ID. Actions

[ VMS-4251 ] - eC> Volunteers Report: Information in volunteer data grid report is missing

Bugs

[ VMS-4264 ] - eR, automation sends incorrect email Actions

[ VMS-4244 ] - eC, automation send wrong report

[ VMS-3932 ] - eC>Vol/Opp/Org: Delete pop up is not displayed after clicking on 'Delete' button in grid setting

[ VMS-3773 ] - eC Calendar grid, column placed volunteers shows invalid data

[ VMS-4216 ] - eR> Opportunity details: Contact information is missing on opportunity details page

[ VMS-4183 ] - eC, automation is not sending Vol Labels report

[ VMS-4092 ] - eC, Vol profile, User Defined tab opens instead of submit

[ VMS-4091 ] - eC, Calendar, copy opportunity throw error

[ VMS-3988 ] - eC Calendar, edit slot, error thrown on save

[ VMS-3966 ] - eC, opportunity email, empty report

[ VMS-3956 ] - eC, main grid, context menu item can't be disabled

[ VMS-3954 ] - eC, vol named search for signin date throw error

[ VMS-3949 ] - eC> Named Search: Long Named Search name is displayed as cropped in the dropdown list

[ VMS-3939 ] - eC, Calendar named seach that uses "SS Email Template Last Sent Date" clause throws error

[ VMS-3934 ] - eC> Vol Profile: "Email Address" field is missing in Volunteer profile

[ VMS-3936 ] - eC> Opp Grid Setting: When user adds Named Search to Grid Settings and selects share with all users the Save buttons do not work

[ VMS-3935 ] - eC> Vol\Opp\Org Profile: Record gets saved when user clicks on "Export History" button from History tab

[VMS-3931 ] - eC> Vol Profile: UI issue observed on "General Onboarding" tab

[ VMS-3933 ] - eC> Vol Profile: UI issues on volunteer's "Personal tab" (browser specific)

[ VMS-3860 ] - eC> Email Template : In copied eC user, mandatory information of Email templates is missing which exists in original eC user Email templates

Engineering Notes - Volunteer Management System - Version 7.7 - Released: September 15, 2016

New Features

[ VMS-1798 ] - "Account UDFs"

[ VMS-3049 ] - Launch Calendar from Opp profile

[ VMS-3385 ] - "Signed out by System" as sign out station for automatic sign-out of volunteers

Improvements

[ VMS-1697 ] - Overnight Slots Behavior Improvement

[ VMS-1720 ] - eC scheduling: Update schedule slot repetition functionality

[ VMS-2021 ] - Data belong to archive folder is displayed in the 'All Data' folder on Calendar page

[ VMS-2501 ] - Make Main grids window configurable via AMS and not-reloadable

[ VMS-2505 ] - Increase workspace on AMS/RMS Page Config pages

[ VMS-2718 ] - Tinymce controls 'Paste as text' & 'Clear formatting' are not working as expected.

[ VMS-2821 ] - Placement Exception for schedule slots

[ VMS-2884 ] - Security vulnerability : Source code is enabled on right click in any page in application

[ VMS-2913 ] - Add pictures in eC email body

[ VMS-2973 ] - Update Repeating Slot Exceptions to Current Standards

[ VMS-3001 ] - Automations: add 'on Refer' and 'on Place' triggers to volunteer, opportunity, client, schedule slot automation types

[ VMS-3003 ] - Logged In User: Already Logged In Behavior

[ VMS-3004 ] - "Show duplicates" named search clause

[ VMS-3039 ] - Slot Profile: Move Org/Opp title to more conspicuous location

[ VMS-3052 ] - Automation> Apply To> "Current Record" and Actions->"Send emails to placed/referred records"

[ VMS-3056 ] - Add recipient drop down list to email templates

[ VMS-3099 ] - Number of new records doesn't change when user copy record from one folder to another by clicking arrow in grid

[ VMS-3136 ] - Use E-mail (Contact Type: Email, Attribute ID 7) as User ID

[ VMS-3137 ] - eC> Calendar: Re-selection of Repeat checkbox should reset calendar repetition

[ VMS-3140 ] - Add Sign In Station ID in Admin Option: Sign-In Grid

[ VMS-3145 ] - Add "Max time" and "Auto time" setting per Sign In Station (Admin Options) and per Opportunity

[ VMS-3147 ] - Sign In Station Single Authentication Allowed

[ VMS-3158 ] - Use "Group Size" in Automatic Log Book Entry Creation

[ VMS-3223 ] - Add "Deleting this grid will delete for all other users." warning.

[ VMS-3278 ] - Emails going to SPAM folder issue.

[ VMS-3364 ] - eR> Vol: Number of slots allowed to sign up count is more than number of slots available

Maintenance

[ VMS-2478 ] - Sunset Feature: Profession Conjunctions

[ VMS-3129 ] - Window open to fit content

[ VMS-3143 ] - 7.7 release: Security scan

Bugs

[ VMS-2415 ] - User is able to share volunteers even if volunteer limit is exceeded

[ VMS-3026 ] - SCC-> Opportunity Profile: User not able to paste HTML text format in "Description of location" when "Paste as text" button is inactive (On Safari)

[ VMS-3050 ] - long running script error in eC

[ VMS-3101 ] - Error message is displayed while creating new account in AMS

[ VMS-3102 ] - 'Account UDFs' tab is not visible eC even if it is enabled from AMS

[ VMS-3103 ] - Grammatical error in tool tip displayed on Organization tab

[ VMS-3104 ] - Error message is displayed while searching opportunity on eR

[ VMS-3105 ] - Error is displayed when Client>Approve page is selected on AMS/Page Config tab

[ VMS-3108 ] - eCoordinator logo is not visible on all browsers

[ VMS-3109 ] - User is getting error message when an Opportunity is linked with existing Organization

[ VMS-3110 ] - Error message displayed after clicking on page config button on RMS

[ VMS-3111 ] - eC > 'Org/opp' text is displayed in 'Basic Information' section of new SS profile

[ VMS-3112 ] - eC> Calendar is not displaying "weekly" as default Interval when user select Repeat checkbox

[ VMS-3113 ] - User is getting error popup while copying volunteer

[ VMS-3114 ] - Unable to insert controls on "Main Grid" page

[ VMS-3118 ] - eC> Calendar: On hover, tooltip "Format of this field is DD Mon YYYY" not appearing

[ VMS-3119 ] - eC> Calendar: When user clicks in "Series starts on" date field, date picker not appearing

[ VMS-3120 ] - eC> Calendar: For "Series starts on" date field, gray "x" not appearing within field if date value exists in that field

[ VMS-3121 ] - eCoordinator : System throws error message on 'Volunteers' tab

[ VMS-3122 ] - eC> Calendar: "Yearly" Interval, "For x days" field not showing Default value = 1

[ VMS-3123 ] - Account UDFs default values are not displayed

[ VMS-3124 ] - Account Long Text UDF does not have TinyMCE capability

[ VMS-3126 ] - eR 1123:Unable to see slot description on "My Schedule" page.

[ VMS-3130 ] - On click of Opportunity>Organization>New button, user opens new opportunity profile page instead for organization

[ VMS-3131 ] - eC: Unable to insert multiple images in email body

[ VMS-3132 ] - Vol/Opp/Org/Client if newly created are not in selected state by default

[ VMS-3133 ] - eC>Calendar Page : Opportunities section is in collapsed mode by default

[ VMS-3134 ] - eC>Calendar Page : Opportunities section is in collapsed mode by default

[ VMS-3135 ] - Duplicate check:Behavior change of pop up message displayed for non-mandatory fields

[ VMS-3138 ] - eC> Calendar: UI issues observed on schedule slot repetition session profile

[ VMS-3139 ] - eC> Calendar: Monthly interval date selection is not sorted in Date summary section

[ VMS-3142 ] - Newly created grid is not selected by default for Vol/Opp/Org/Client fields

[ VMS-3146 ] - eCoordinator> Recycle bin: Issue on 'Restore Popup window

[ VMS-3148 ] - Account UDFs doesn't have Volunteer Visibility options

[ VMS-3149 ] - Unable to create Appointment/Event schedule slot on eC>Calendar

[ VMS-3151 ] - When user tries to include controls in Main Grid page, blank controls are inserted

[ VMS-3154 ] - Error occurs while placing client with opportunity

[ VMS-3156 ] - 'Account Profile Change History' does not work on AMS

[ VMS-3157 ] - Account Long Text UDF with TinyMCE enabled in it does not save its contents

[ VMS-3161 ] - 'Opportunities' control included on Main grid is not visible

[ VMS-3162 ] - Intermittent : Duplicate columns are getting displayed on grid

[ VMS-3163 ] - eCoordinator > Inactivity session logout functionality is not working

[ VMS-3164 ] - eC> Calendar: User is able to place a permanent vol to all instances of slot even slot is not saved

[ VMS-3165 ] - eC> System throws error while approving / disapproving opportunity and organization

[ VMS-3166 ] - eR> Vol Homepage: Application throws an error when clicked on "View My Schedule"

[ VMS-3167 ] - eC>Grid Setting: Add columns functionality is not working

[ VMS-3168 ] - Unable to copy account on AMS

[ VMS-3169 ] - Error on Approver Login page

[ VMS-3170 ] - Automation>Actions>Send Mail "To" field formatting has been changed after saving email template

[ VMS-3171 ] - eC > 'Folder Name' on eC home page does not change after moving to another folder.

[ VMS-3173 ] - eC: New volunteer Profile page title is changed

[ VMS-3174 ] - "Select All" checkbox on place/refer page is not working for single record

[ VMS-3175 ] - eC > Volunteer merge fields added in email template are not working in volunteer profile approval email system

[ VMS-3176 ] - Warning message is displayed for Trigger tab while saving automation record from Type tab

[ VMS-3177 ] - On eRecruiter, User's IP is blocked even if correct credentials are provided while logging in

[ VMS-3178 ] - Newly created Named Search is not selected by default for Vol/Opp/Org/Client fields

[ VMS-3179 ] - Verification UDFs

[ VMS-3180 ] - On "Volunteer>Refer/Place" controls are not working

[ VMS-3181 ] - eR> Vol Homepage: Volunteer password reset popup comes every-time when user redirected to homepage

[ VMS-3182 ] - eR> Vol Homepage: Volunteer password reset popup comes every-time when Volunteer redirected to homepage

[ VMS-3183 ] - eC: Wrong message is displayed while deleting org/opp/client/profession

[ VMS-3184 ] - "Opportunity Referral>Volunteer Refer" is not getting executed

[ VMS-3185 ] - eC:New folder creation functionality is not working properly

[ VMS-3186 ] - Issues on Automation Grid

[ VMS-3187 ] - eC> Calendar: User is not able to create repetition schedule slot starting with current date

[ VMS-3188 ] - For "Opportunity Referral>Client Refer" automation,"Referred Client" value is missing in mail template

[ VMS-3189 ] - Email not sent from eC for opportunity 'On Save - On Create/Register' automation

[ VMS-3193 ] - For "SSplacement>OnVolunteerUnplace" type automations are not executed

[ VMS-3194 ] - For "SSplacement>OnVolunteerPlace" type automation is not executed for "All Placed volunteer/All referred Volunteers" to field value

[ VMS-3195 ] - 'eCoordinator Email Confirmation' window displays only record's email addresses

[ VMS-3196 ] - On Save > On Update automation getting triggered twice while updating record

[ VMS-3197 ] - Error occurs while referring client to Schedule Slot

[ VMS-3198 ] - "Schedule Slot Referral" type automations are not executed with any of the trigger type

[ VMS-3199 ] - On Automation>Type change, trigger types are not getting changed

[ VMS-3200 ] - UI issue observed on eC> Loogbook: "Approve/Disapprove Hours" page

[ VMS-3206 ] - eC>Organizations: User is able to delete default organization

[ VMS-3216 ] - AMS Page Config webpage error blocking navigation to other pages

[ VMS-3217 ] - AMS/Page Config/Reports copy functionality not working

[ VMS-3218 ] - FAF member is able to placed to opp even if pre-requisites are not satisfied

[ VMS-3220 ] - Adding a character space between the "Sign-in timeout, Sign-out timeout, blanks out the Sign-In page

[ VMS-3235 ] - eCoordinator > Unexpected error message is displayed while creating repetition schedule slot

[ VMS-3237 ] - Unable to see Schedule slots on Sign In system

[ VMS-3238 ] - Existing/newly registered volunteer is unable to Sign in to eR portal

[ VMS-3240 ] - eR>Vol: Blank page is displayed when user login with valid Volunteer credentials on eR

[ VMS-3241 ] - Controls are not working on "Grid Settings" page

[ VMS-3242 ] - eC: Newly created user gets error message on first login

[ VMS-3243 ] - eC: Move to folder functionality is not working for opportunity

[ VMS-3244 ] - Sign-In> Logbook hour entry page throws an error when user clicks on OK button

[ VMS-3245 ] - eC> OnSave on Update Automation : Email details not displayed properly in Email Queue

[ VMS-3249 ] - eR>Vol: "View My Schedule" link throws an error when user clicks on it

[ VMS-3250 ] - RMS > System throws error while adding folders on 'Folders' tab.

[ VMS-3251 ] - Sign-In: User is not able to change eC user/Sign-In Station on Sign-In portal after clearing browser cache

[ VMS-3252 ] - eC> System throws error while sharing a record from opportunities tab

[ VMS-3254 ] - eC : Incorrect message is displayed on new client profile

[ VMS-3255 ] - User needs to click on "OK" button twice to save schedule slot profile

[ VMS-3256 ] - eCoordinator > Named Search not getting applied after clicking on 'Apply' button

[ VMS-3257 ] - eC: Grid loading issue observed while navigating to different tabs

[ VMS-3258 ] - eC> LBE: "Group size" number in the calculation of hours is not working correctly

[ VMS-3259 ] - Profession Grid Settings doesn't properly apply

[ VMS-3260 ] - eCoordinator > Incorrect recipients displayed in recipient drop down list of client email.

[ VMS-3261 ] - eC> Schedule slot: Multi-day schedule slots are automatically converting into a single day slot

[ VMS-3262 ] - Placing volunteer on multiday schedule slot doesn't place volunteer on all days

[ VMS-3264 ] - Section 508: Decorative graphics don't have null/empty alt value [point #a-5 from checklist]

[ VMS-3265 ] - Section 508: Frames have no title or a title that is not descriptive of the frame's purpose or content [point #i-1 from checklist]

[ VMS-3266 ] - Section 508: When a timed response is required, the user should be alerted and given sufficient time to indicate more time is required [point #p-1 from checklist]

[ VMS-3267 ] - eC> System throws error while placing client on schedule slot

[ VMS-3268 ] - Section 508: A method should be provided that permits users to skip repetitive navigation links [point #o-1 from checklist]

[ VMS-3269 ] - ScheduleSlot OnSave>OnUpdate automation : System throws error while executing automation for schedule slot.

[ VMS-3270 ] - eC> LBE: Deletion of LogBook entry throws an error

[ VMS-3271 ] - Error occurs while approving volunteer

[ VMS-3272 ] - eR> Links are not functioning on Chrome and IE

[ VMS-3273 ] - Section 508: Wrong/missing tool-tip on different pages of eC

[ VMS-3274 ] - eC: Opp Profile >Survey - Unable to create new survey

[ VMS-3275 ] - OnSave > On Create Automation not getting triggered for Volunteer/Opportunity record type

[ VMS-3276 ] - eC: Grid selection is resetting while switching from one tab to another

[ VMS-3277 ] - While creating/editing survey, new window gets opened

[ VMS-3281 ] - eC>Refer/Place:Show all button is not working properly

[ VMS-3282 ] - eC> Schedule Slot: Change in "Pl:Group Size" throws an error

[ VMS-3283 ] - eC>Log Book Email : LBE merge fields not getting populated for 'All Placed / Referred Opportunities' options in email template.

[ VMS-3284 ] - Opportunity Schedule report throws an error

[ VMS-3285 ] - eC>Log Book Email :Wrong message is displayed while sending email from log book system.

[ VMS-3286 ] - eC> Opp Profile> Organization: User is not able to see complete Organization List using Next/Last Page button

[ VMS-3287 ] - eC> Opp Profile> Organization: User is not able to see search result pages using Next button

[ VMS-3295 ] - "Force Geographic Area in Advanced Opportunity Searches" option on RMS does not work correctly

[ VMS-3296 ] - eC>Folder Manger: Newly Created folders are not displayed

[ VMS-3297 ] - eC>Folder Manger: Incorrect message is displayed for deletion

[ VMS-3298 ] - Password expiration period feature is not working

[ VMS-3299 ] - eC>Client Email : System throws error after clicking on 'Preview' button on email template.

[ VMS-3300 ] - User is forced to fill in Reference Last Name as 'Add A Reference' button is clicked

[ VMS-3301 ] - eC- Client > On save -update automation : System throws error while executing automation on client profile

[ VMS-3303 ] - Volunteers facing issue while Placing on repeated schedule slots

[ VMS-3304 ] - eC > Record name not displayed on email confirmation page for Vol/Opp/Org/Client email.

[ VMS-3305 ] - Schedule Slot "Grid" view is not loading withing expected time limit

[ VMS-3306 ] - "Show All" button having issue on main grid of eC

[ VMS-3307 ] - eC > The selected folder name gets appended to the already existing folder name

[ VMS-3308 ] - eC> Vol:Error message is displayed while copying volunteer

[ VMS-3309 ] - Buttons on Reference tab stays disbaled just after creating the reference record from Vol profile

[ VMS-3310 ] - Intermittent : System throws error while login to application after timeout

[ VMS-3311 ] - Named search System not working on Calendar "Grid" view

[ VMS-3312 ] - eC/Reference Profile : Hand styled cursor is displayed only once after logging into eC

[ VMS-3313 ] - "Show" button present on calendar "Grid" view is not showing options list

[ VMS-3315 ] - eC >Saved Grid columns getting removed automatically after navigating to another tab

[ VMS-3316 ] - eC: Drop down in Vol/Org/Cli profile showing duplicate 'None' option

[ VMS-3318 ] - Unable to save values for volunteer UDFs included on Reference tab

[ VMS-3319 ] - Sign Out Auto Hrs - Number in Group Off

[ VMS-3320 ] - eC: Move arrows are not displayed correctly after refresh

[ VMS-3321 ] - eC>Client tab : User is getting logged out while placing client to opportunity

[ VMS-3322 ] - Unable to generate Reference Report via Print Reference Report option on Vol Profile/Reference tab

[ VMS-3323 ] - AMS String Import/Export gives an error

[ VMS-3324 ] - While unplacing record from repetitive SS, user needs to unplace record twice

[ VMS-3325 ] - After unplacing records from repetitive SS, when new vol/client is placed then previously unplaced volunteer/client records are getting retrieved and count gets increased

[ VMS-3326 ] - Error occurs while copying records through Calendar page using context menu

[ VMS-3328 ] - eC> Vol: Unwanted folders appeared on volunteers tab after editing existing voluneer's profile

[ VMS-3329 ] - eC: Grid records become invisible after switching between tabs

[ VMS-3330 ] - Account specific : Unable to copy records

[ VMS-3331 ] - Default Opportunity is not created automatically in eCoordinator

[ VMS-3332 ] - 'N/A' and 'None' options which are allowable as an email string are not case sensitive

[ VMS-3333 ] - User is not allowed to set Expiration Date as a future date

[ VMS-3336 ] - Account specific :Restore button is not working properly

[ VMS-3337 ] - eC: UI issue Account and folder name is not displayed properly in firefox

[ VMS-3338 ] - Auth fields are not visible on eR

[ VMS-3339 ] - 'Reports','Background Check' and 'Logbook' buttons available on Professions tab are not working

[ VMS-3340 ] - eC: On update automation :Invalid email template displayed while updating profile

[ VMS-3341 ] - eC> OnSave on Update Automation : Emails are getting sent even after clicking on Close(X) on pop-up displayed while saving volunteer profile

[ VMS-3342 ] - eC>Reports :Blank pdf reports are generated with valid test data

[ VMS-3343 ] - Volunteer Profile hangs on clicking Apply button after adding profession to it

[ VMS-3344 ] - eR : Password expiration period feature is not working properly

[ VMS-3345 ] - Profession UDF's values are not saved

[ VMS-3346 ] - Unable to sign up to opportunity even if "Allow sign up with any BC status" option is enabled on RMS

[ VMS-3351 ] - eC > Records Sharing : System throws error while sharing organization and client record

[ VMS-3352 ] - Profession Grid: Only single profession is displayed under the column 'Profession' even if volunteer has multiple professions assigned to it

[ VMS-3353 ] - eC Schedule Slot > On Update Automation : Email not sent while updating schedule slot profile

[ VMS-3355 ] - eC> Calendar: "Attach Opportunity Report to Email: Opportunity Report" throwing error when user send email

[ VMS-3356 ] - Professions tab: Email page gets opened by default if clicked on any other button on grid

[ VMS-3357 ] - Unable to drag and drop opportunity on volunteer with profession record for Refer/Place purpose

[ VMS-3358 ] - Salutation field included in UDF 'Verification Name' is displayed as a blank

[ VMS-3359 ] - eC>Opp Named Search : Approval Status related fields are not displayed on new named search filter page.

[ VMS-3360 ] - eC > Named Searches : Edited named search filter is not working properly.

[ VMS-3361 ] - eC> Calendar: User is able to place/refer volunteers on Repetitive/Non-Repetitive schedule slot with more than allowed count

[ VMS-3362 ] - Samaritan logo is missing on eC homepage

[ VMS-3363 ] - eC>Schedule Slot : System throws error while reloading Calendar grid

[ VMS-3365 ] - eC> Calendar: User is able to place/refer Clients on Repetitive/Non-Repetitive schedule slot with more than allowed count

[ VMS-3366 ] - Previous operation is remebered when clicked on sub menu items

[ VMS-3367 ] - Additional columns are included into Grid Settings page for Credential UDF group(having copied credentials in them)

[ VMS-3368 ] - On Save > On Update automation does not get triggered after updating field value

[ VMS-3369 ] - Unable to unrefer client from SS

[ VMS-3370 ] - User is displaying blank grid under Volunteer/client placement and referrals on SS profile, even if volunteers and clients are placed on SS

[ VMS-3374 ] - Profession Grid: Logbook page thows an error

[ VMS-3375 ] - User is allowed to keep Profile Image blank even if its configured to be mandatory from AMS

[ VMS-3376 ] - Volunteer can not take photo after the Profile Image mandatory message box once Deny camera button is clicked

[ VMS-3383 ] - Volunteer placement lost during automatic sign-out

[ VMS-3384 ] - Automatic sign-out of a volunteer creates an incorrect time value in the log book entry

[ VMS-3386 ] - Opportunity Placement, Opportunity Referral, Schedule Slot Placement, Schedule Slot Referral automations for volunteer is not executed, if triggered from eR

[ VMS-3387 ] - eC: Opportunity/Organization profile "History" tab is blank

[ VMS-3388 ] - Account specific : Error message is displayed while editing record for Org

EngineeringNotes - Volunteer Management System - Version 7.6 - Released: February 18, 2016

New Features

[ VMS-2571 ] - LD Hours Addition

[ VMS-1630 ] - Daylight Saving Time (Dynamic time settings)

[ VMS-2311 ] - Custom Environment: ec_login(username, password)

[ VMS-2759 ] - Create "User System Details" column

[ VMS-2786 ] - Finish hours entry when sigin station user forgets to sign out.

[ VMS-2800 ] - Add the Dashboard button to main grids.

[ VMS-2941 ] - Survey (or other) link to eC login page

Maintenance

[ VMS-2592 ] - PHP 5.6 compatibility

Improvements

[ VMS-1111 ] - Optimize schedule slots history

[ VMS-1463 ] - Some additional surveys are being displayed while creating LBE

[ VMS-2425 ] - Change Grid loading behavior.

[ VMS-2535 ] - Add ability to exclude certain filetypes from Attachments tab

[ VMS-2570 ] - Add Reports as Email Attachment Type

[ VMS-2768 ] - Optimize Profession grid performance

[ VMS-2809 ] - eCoordinator : Unable to create new Log book entry with non-opportunity survey

[ VMS-2879 ] - Optimize professions credential relults searches via add caching system

[ VMS-2894 ] - Edit Survey> Insert sum> column text change

[ VMS-2900 ] - Add [Day Of Week] field to Schedule Slots template of Opportunity Details page

[ VMS-2901 ] - Unable to cut and paste cells from top row in grid.

[ VMS-2940 ] - Increase Signature field under RMS/Email length to 2048.

[ VMS-2942 ] - missed Yes/No in Schedule slot placements

[ VMS-2943 ] - Add Latitude, Longitude fields to opportunity and organization profiles

[ VMS-2957 ] - 7.6 Release: Data Migration And Exchange Test

[ VMS-2962 ] - Change edit exception alert warning to modal window

[ VMS-2972 ] - incorrect number of sent emails in history if sent from Log Book grid details mode

[ VMS-2996 ] - Drop down list is not displayed for 'Log Book/Approval Status' field while creating 'Named Search' on Log Book Grid

[ VMS-3013 ] - Select New Option for Automation Add Option To Dropdown

[ VMS-3012 ] - Add unique class to body of each pop up window.

Bugs

[ VMS-2451 ] - UI issue: eC Calendar view changes after selecting any Opportunity (On IE and Chrome)

[ VMS-2755 ] - Asteric(*) mark is displayed, if Geopgraphic area field is inserted as a table

[ VMS-2771 ] - Bottom border missing from last record in volunteer roster report

[ VMS-2797 ] - Exchange stop working after upgrade to PHP 5.6

[ VMS-2802 ] - AMS -> Users Tab: Error message is displayed while registering new user

[ VMS-2803 ] - AMS -> Info Tab: Spelling mistake in "Copy UDF values to UDFs with the same name in other accounts on profile save. This option may cause perofmance issues" option

[ VMS-2804 ] - Error message is displayed while adding credential component to Profession group

[ VMS-2805 ] - "Insert a sum of numeric fields" LDF field type not showing newly implemented options

[ VMS-2806 ] - Chrome : Unable to create and save volunteer profile

[ VMS-2807 ] - Error message is displayed while approving opportunity

[ VMS-2808 ] - 'Profession Credential Result' column is displayed as blank in the grid

[ VMS-2810 ] - "Export History" popup window doesn't close automatically after file is opened/saved

[ VMS-2814 ] - AMS -> Page Config Tab: Unable to select "Other" group

[ VMS-2816 ] - Error is displayed while saving volunteer profile

[ VMS-2818 ] - No message displayed on selecting or deselecting "Observe DST" check box from an AMS account

[ VMS-2819 ] - Reports not attaching to emails

[ VMS-2820 ] - Clicking red "X" does not properly log user out of eC

[ VMS-2822 ] - eCoordinator : Unable to place volunteer from "Professions" tab

[ VMS-2823 ] - Intermittent issue : Error message is displayed on "Grid Settings" page on "Professions" tab

[ VMS-2824 ] - Opportunity->Email: Email template with "Attach Opportunity Report to Email" option not able to generate report for few types

[ VMS-2828 ] - Error occurs when 'n-n' option is used with any Date field while searching records on Volunteer grid

[ VMS-2829 ] - Backend application code/unexpected page is visible while editing an existing survey

[ VMS-2830 ] - Volunteers->Email: Email template with "Attach Volunteer Report to Email" option not able to generate report for few types

[ VMS-2832 ] - Schedule Slot->Email: Email template with "Attach Report to Email" option not available

[ VMS-2834 ] - Volunteer is getting unplaced from all existing opportunities while placing volunteer with BC status as Disapproved

[ VMS-2835 ] - UI Issue on Calendar page: User is displayed two scroll bars on IE

[ VMS-2836 ] - Error occurs when profession named search expression is created using specific fields only

[ VMS-2883 ] - Numeric LD fields do not allow for decimal values

[ VMS-2886 ] - Error occurs while creating named search with few profession fields

[ VMS-2887 ] - User is unable to remove profession credential requirements

[ VMS-2889 ] - Unable to find volunteer records based on 'Profession Credential Results'

[ VMS-2890 ] - Usability issue: Unable to select profession available at bottom

[ VMS-2896 ] - Correct spacing on Email page

[ VMS-2899 ] - System throws error while updating volunteer profile from eRecruiter

[ VMS-2906 ] - User is displayed error message after creating new LBE or editing existing LBE

[ VMS-2908 ] - Foreign Attribute Resolution fails while editing opportunity in shared account

[ VMS-2909 ] - User is displayed blank values in drop-down list for Organization Fields while creating "Named Search" on "Organizations" tab

[ VMS-2917 ] - eCoordinator : System throws error after selecting "Named search" on "Volunteers" and "Opportunities" tab

[ VMS-2918 ] - If a shared record is unshared, it is still available in destination acccount

[ VMS-2919 ] - 'Filled Vol Positions is Empty' filter throws an error message

[ VMS-2931 ] - System throws error after selecting "Named search" on "Orgnization" tab

[ VMS-2944 ] - Placement details page buttons are not working.

[ VMS-2945 ] - AMS->System Management tab: "Enable eC Login Page Announcement" date range with time is not in correct sync

[ VMS-2946 ] - eC->Volunteers tab: Saved grid having no data, showing HTML error message (on Safari)

[ VMS-2950 ] - Named Search filter having "Approval Requested By User Type" is not working on "Clients" tab

[ VMS-2951 ] - eR 695 : Error occurs for Professions

[ VMS-2952 ] - Role UDF Control Not Working in Profile UDF Tab & with Moved UDFs

[ VMS-2955 ] - System throws error after selecting "Named search" on "Volunteers" and "Clients" tab

[ VMS-2956 ] - Collision in field names on eC / Email tab

[ VMS-2959 ] - eCoordinator: placement informer window show no volunteers

[ VMS-2960 ] - Contact Information of Approver is missing on eR

[ VMS-2964 ] - On AMS->Info tab: "String Export and Import" functionality is not working

[ VMS-2965 ] - System throws error after selecing "Named Search" filter on "Schedule Slot" grid

[ VMS-2966 ] - Link provided for resetting password in forgot password email received is not working

[ VMS-2967 ] - User is not able to create new UDFs

[ VMS-2969 ] - eC->Calendar: Clicking on close button open all non-exception instances

[ VMS-2970 ] - Is folder name filter with multiple condition name searches implemented?

[ VMS-2975 ] - System throws error after selecting "Name search" on "Professions" tab

[ VMS-2983 ] - eC->Email: System displays warning message on "E-mail" screen even though UDF 'SMS/Text' is set up as an "Email"

[ VMS-2984 ] - eC->Calendar: User not able to edit any existing [repeating] schedule slot using button/right-clicking/double-clicking

[ VMS-2985 ] - History tab does not display any records for Volunteer

[ VMS-2987 ] - Prevent Volunteer sign up to the same opportunity again.

[ VMS-2989 ] - SCC: User filters are not working for existing data on eCoordinator

[ VMS-2990 ] - Error occurs after applying name searches

[ VMS-2991 ] - User is displaying wrong next date for automation record

[ VMS-2992 ] - Intermittent : New attribute created in AMS and added in eC grid view, throws error

[ VMS-2993 ] - Multi-selection movement of attributes from "Full list" to "Selected list for", disables vice-versa activity

[ VMS-2994 ] - Unable to Register new volunteer from eRecruiter if 'Background Chek System' option is enabled in RMS

[ VMS-2995 ] - Unable to create or edit the email template on automation>actions tab

[ VMS-2998 ] - Error occurs while editing existing schedule slot after executing automations

[ VMS-2999 ] - Page keeps on loading for a long time while creating new schedule slot

[ VMS-3000 ] - Unable to Place/refer volunteer on Schedule Slot

[ VMS-3002 ] - Opportunities->Contact Info: User gets an error when "Same as organization" option is selected

[ VMS-3007 ] - eC->Opportunity Profile->Organization tab: Modification in ORG profile select more than one ORG for one OPP

[ VMS-3008 ] - eC->Opportunity Profile->Contact Info tab: "Show Map" coordinates entered into "Enter coordinates" field redirects to wrong place on google map

[ VMS-3009 ] - Intermittent : System throws error after clicking on "Finish" button on "Email Queue" page

[ VMS-3010 ] - eC->Opportunity Profile->Contact Info tab: "Same as Organization" option is not copying ORG's country on OPP page

[ VMS-3011 ] - AMS->Page Config: "Reset Template to Default" is not restoring "Opportunity Profile->Contact Info" tab to default

[ VMS-3014 ] - System throws error after selecting "Name search" on "Volunteers" tab

[ VMS-3015 ] - FF specific : Unable to edit Automation>Trigger tab

[ VMS-3018 ] - AMS > Page Config tab : Pop up message is displayed after reseting template of "Opportunity Profile->Addition Info" page to default

[ VMS-3019 ] - Error message is displayed once Schedule Slot page is selected under Opp Search

[ VMS-3022 ] - Copy records of automation is not copying selection of "Select this added option in the profile" checkbox

[ VMS-3028 ] - eCoordinator> Opp Profile : Organization 'Contact info' not getting reflected after changing 'Organization' while editing existing opportunity.

[ VMS-3047 ] - Schedule Slot >Page does not get refreshed automatically after refer/place by drag and drop

[ VMS-3062 ] - IE11 specific : eC > User is displayed blank page while editing vol and opp

Engineering Notes - Volunteer Management System - Version 7.5 - Released: December 9, 2015

New Features

[ VMS-1741 ] - Browser Independent VMS Epic

[ VMS-2364 ] - Browser Independent VMS: AMS/RMS

[ VMS-2365 ] - Browser Independent VMS: eC: Admin options profile

[ VMS-2366 ] - Browser Independent VMS: eC: Top and grid menus

[ VMS-2367 ] - Browser Independent VMS: eC: Refer/Place

[ VMS-2368 ] - Browser Independent VMS: eC: Reports

[ VMS-2369 ] - Browser Independent VMS: eC: Background check

[ VMS-2370 ] - Browser Independent VMS: eC: Customize grid

[ VMS-2371 ] - Browser Independent VMS: eC: Main grids

[ VMS-2372 ] - Browser Independent VMS: eC: Log book grids

[ VMS-2373 ] - Browser Independent VMS: eC: Calendar

Improvements

[ VMS-2411 ] - Email Address is not displayed for a newly created client

[ VMS-1108 ] - eR methods of exchange 3.4 possible security issues

[ VMS-1417 ] - Allow for special chars in password string

[ VMS-2325 ] - Named Search: does not equal filter

[ VMS-2389 ] - Automation Queue/History: Change term

[ VMS-2410 ] - ProfileTemplate: Move all remaining classes which uses old Profile to the new engine.

[ VMS-2441 ] - Add "Brackets" warning in case Named search Rule havs AND and OR on the same level w/o brackets.

[ VMS-2486 ] - Duplicate Email history records in the Records history.

[ VMS-2504 ] - Prevent signup to opportunity if opportunity is not visible in search results.

[ VMS-2506 ] - 7.5 release: Compare newly created databases

[ VMS-2534 ] - Update Default RMS email templates

[ VMS-2580 ] - Add eC browser statistic

[ VMS-2588 ] - AMS Page config: prevent create local account templates if account already in context

[ VMS-2589 ] - Merge eC CSS files to one file.

[ VMS-2667 ] - Add controls Org name, Opp name and Survey name to Surveys

Maintenance

[ VMS-2478 ] - Sunset Feature: Profession Conjunctions

[ VMS-2481 ] - Sunset Feature: Matching Gifts

[ VMS-2102 ] - Optimization: Named Searches (2100: 2.1)

[ VMS-2106 ] - Optimization: Remove Old Record History (2100: 2.5)

[ VMS-2105 ] - Optimization: AJAX Grid Loading (2100: 2.4)

[ VMS-2108 ] - Optimization: eR Opp Search (2100: 2.8)

[ VMS-2420 ] - Optimization: add MassUpdate method for update UDF values in Automations

Bugs

[ VMS-1574 ] - HTML from tinymce appears in shedule slot location description and eRec.

[ VMS-2027 ] - Unable to register volunteer on eRecruiter if duplicate check permission is enabled on RMS.

[ VMS-2046 ] - "You are not assigned to any opportunities" text is shown even when list of assigned opportunities is shown

[ VMS-2051 ] - "Departmental Questions" section is shown blank on recruiter

[ VMS-2354 ] - "Automation: On Demand" Email action functionality not working for Opportunity,Organization and Volunteer

[ VMS-2422 ] - Blank subject line is displayed in AMS>Email History

[ VMS-2429 ] - Automations list should expand with window so user can see more

[ VMS-2434 ] - "Organization is require warning" appears even organization is already selected for this opportunity.

[ VMS-2435 ] - On Approvers tab: User is not displayed validation messgage for required fields after clicking Finish button

[ VMS-2438 ] - eC Forgot password page shows error when udf used in email template

[ VMS-2443 ] - User is displayed with incorrect labels for saved email templates

[ VMS-2461 ] - Newly created organization is not by default selected for an opportunity

[ VMS-2465 ] - Help About eCoordinator Close Button Doesn't do anything

[ VMS-2466 ] - References tab Show link for Additional Info doesn't work

[ VMS-2467 ] - Credential information flows out of the profile borders

[ VMS-2468 ] - Credential results should be right justified

[ VMS-2469 ] - Credential dividers should right align with the profession header horizontal rule

[ VMS-2470 ] - Attached picture flows out of image preview borders and on top of other fields

[ VMS-2472 ] - User should be displayed the message without extra spaces while trying to edit the grid setting

[ VMS-2484 ] - Unable to execute Client>on demand automation with update value for non udf fields

[ VMS-2485 ] - Verifier UDF is not updated on basis of "On demand automation"

[ VMS-2490 ] - User is displayed warning message while creating new schedule slot.

[ VMS-2491 ] - Unable to execute Schedule Slot>on demand automation with update field value action

[ VMS-2494 ] - Unable to execute on schedule automation with update field value action

[ VMS-2498 ] - Source field is not available in Volunteer Grid

[ VMS-2502 ] - Inappropriate next date is displayed for Schedule automation

[ VMS-2511 ] - On AMS->Page Config: Control gets added on the top of the page on Firefox

[ VMS-2513 ] - Unable to execute Schedule Slot>on save(On update) automation with update field value action

[ VMS-2519 ] - Missing selected value for county field on automation>action tab

[ VMS-2520 ] - 'Hide from search results' is not updated by using automation

[ VMS-2521 ] - On save automation/On create for organization is not working

[ VMS-2522 ] - On AMS User Filter: User is getting error while copying the user filter

[ VMS-2525 ] - Double click on profession doesn't open profile in editable mode

[ VMS-2526 ] - Error occurs while creating new volunteer

[ VMS-2527 ] - On Opportunity profile->Additional tab: User is getting error while saving the profile with some "displayed end date"

[ VMS-2528 ] - On eR->Opportunity Search: User should be displayed the width of images for "Attach/image URL" field according to the type of image

[ VMS-2530 ] - On Rms->Opp Serach and Details page: Fields like "IS_VOLUNTEER_LOGGED_IN" should get inserted as [IS_VOLUNTEER_LOGGED_IN]

[ VMS-2537 ] - AMS-> Users: AMS Users not able to send Email with attachment to eC users

[ VMS-2548 ] - User is unable to disable blacklist alert system option even if some other status has been assigned to volunteers

[ VMS-2550 ] - User is not able to create survey on FF

[ VMS-2551 ] - On eC: User is getting error while creating opportunity

[ VMS-2554 ] - UI issue: ELV Promotion button not visible (on Safari)

[ VMS-2555 ] - Unable to see org name on Log Book Entry report

[ VMS-2556 ] - User is not able to approve/disapprove volunteer on FF

[ VMS-2557 ] - Error occurs on various tabs of Volunteer Profile if navigated from Jurisdiction tab

[ VMS-2558 ] - Error occurs on opportunity>placement page

[ VMS-2559 ] - On Opp->Restrictions tab: Page does not get loaded after adding or deleting restrictions

[ VMS-2560 ] - User is not able to create new approver while editing the opportunity

[ VMS-2562 ] - Unable to change schedule type from schedule slot profile

[ VMS-2563 ] - On Organization->Approvers tab: User is not able to move approvers from selected list to available list

[ VMS-2564 ] - While disabling the Blacklist alert feature, not displayed message box for number of volunteers with Blacklist status

[ VMS-2565 ] - User is not able to update all organization's opportunities with the selected restrictions for associated organization

[ VMS-2566 ] - On Named Searches: User is displayed "undefined" for all fields after changing the alias for one field

[ VMS-2567 ] - User is not displayed "volunteer placements will be undone" after selecting restriction of placed volunteer

[ VMS-2568 ] - On Volunteer->Authorizations: Changes made for "Paper authorization form on file" field do not get saved

[ VMS-2573 ] - Named Search having Verification UDF with 'equals' option throws an error

[ VMS-2574 ] - New/Edit User Defined Fields page's controls are distorted

[ VMS-2575 ] - Strong password condition "Password should not be same as the userID" not working (on Safari)

[ VMS-2576 ] - Short text UDF is missing from Volunteers Grid Settings page

[ VMS-2577 ] - Intermittent issue : Unable to create new opportunity

[ VMS-2578 ] - Unable to create new survey with existing Logged Data Fields

[ VMS-2582 ] - 'Enter' key doesn't work for finding accounts in FF

[ VMS-2583 ] - Disable old eR profile engine

[ VMS-2586 ] - Unable to create new Volunteer

[ VMS-2590 ] - Unable to delete survey from Opportunity Profile

[ VMS-2595 ] - On eRecruiter : Opportunity names not displayed under organization

[ VMS-2596 ] - RMS > Page Config webpage error blocking navigation to other pages

[ VMS-2597 ] - Unable to see Organization ID in email template, when mail is sent by automation

[ VMS-2598 ] - Placements field is missing from Volunteer Named Search

[ VMS-2602 ] - On Logbook page: Clicking logged data field "drp field" throws an error

[ VMS-2603 ] - Approver profile is not opened when clicked on their name from Organization Profile

[ VMS-2604 ] - User is able to create approver record with an invalid email address

[ VMS-2605 ] - On Logbook page: Search is not working for some logged data field

[ VMS-2606 ] - User is displayed the required validation message for field "date field" even if he has provided value for this field

[ VMS-2607 ] - Named Search having Classification Level field throws an error

[ VMS-2608 ] - On Opportunity tab: Named search having udf "phone short text" throws error

[ VMS-2609 ] - Unable to create logbook entry from Volunteers tab

[ VMS-2611 ] - On Organization tab: Named search having organization udf fields throws error

[ VMS-2612 ] - Schedule slot profile not showing all tabs

[ VMS-2613 ] - On Organization Logbook->Named Search: Clicking logged data like "drp check", "new rating" throws error

[ VMS-2614 ] - User not able to upload an attachment to a Client's Profile (on Safari)

[ VMS-2615 ] - eCoordinator : "Attach from" button is not displayed in Client profile under attachments tab

[ VMS-2616 ] - User is able to create new client with same user id and password for it even if 'Password should not be the same as the userID' option is checked on AMS

[ VMS-2617 ] - eRecruiter : Volunteer is not able log in, system throws error while reseting password for the first time (on FF)

[ VMS-2618 ] - User is able to create new client with less than 8 character password for it even if 'Password should be at least 8 characters long' option is checked on AMS

[ VMS-2619 ] - User is able to create new client without having any number in 'Password' fieldfor it even if 'Password should contain at least one number' option is checked on AMS

[ VMS-2620 ] - User is able to create new client without having any letter in 'Password' fieldfor it even if 'Password should contain at least one letter' option is checked on AMS

[ VMS-2621 ] - On Client->Logbook page: Serach is not working for logged data field "identifier field"

[ VMS-2622 ] - Different label for Attachment button on FF and GC

[ VMS-2623 ] - UI Issue on Add New User Defined/Logged data field page on IE

[ VMS-2624 ] - On eC->Main and Logbook Grids: User is not displayed all column values with proper alignment in grid

[ VMS-2625 ] - User is not prompted with the message as 'The old password you entered is not correct' when strong password conditions are enabled on AMS and incorrect password is entered

[ VMS-2627 ] - Font size issue on eC

[ VMS-2628 ] - New and Edit User Filter form is distorted

[ VMS-2630 ] - Administrative Options->General: Extra white space at the bottom of page (UI issue)

[ VMS-2631 ] - Grid sorting is not working for Profession

[ VMS-2632 ] - Should user be displayed image for both "[FLDATTACH#vol#Profile Image#IMAGE]" and "[FLDATTACH#vol#Profile Image#FILE]" if attached by attach from button?

[ VMS-2635 ] - Attach::From control not appearing on Client Profile

[ VMS-2636 ] - Error msg pops up on Clients tab

[ VMS-2637 ] - UI Issue : Additional filter contents added on trigger page is out of page frame

[ VMS-2638 ] - User is asked to insert logged data field while creating new survey even if fields already existing

[ VMS-2639 ] - On Chrome : Missing scroll bar for 'Controls' and 'logged Data fields' on Survey

[ VMS-2640 ] - On Profile Save automation is not working, if volunteer is registered from eR

[ VMS-2641 ] - Email sending cycling when automation runs on day when daylight saving time switches.

[ VMS-2643 ] - User is not able to Place/Refer volunteer to schedule slot through drag and drop

[ VMS-2644 ] - 'Newly shared records' button do no appear in destination account when some record is shared

[ VMS-2645 ] - Missing warning message on promotion filter tab page

[ VMS-2646 ] - Refresh issue: 'Placed With Opp' and 'Referred To Opp' column is not updated on Professions tab when a volunteer is placed with an opp using drag and drop option

[ VMS-2647 ] - On Opportunity->Prerequisite tab: Prerequisite gets deselected after editing it

[ VMS-2648 ] - UDF value should be updated on any other tab if updated from UDFs tab

[ VMS-2649 ] - User is able to enable duplicate fields even if they are not made required

[ VMS-2650 ] - User is not able to delete filter condition by click on Close button for filter condition

[ VMS-2651 ] - User is displayed HTML tags in the message while changing the udf option from "text" to "choice"

[ VMS-2652 ] - Attachment which is uploaded for "other" type on Volunteer Profile from eC is not reflected to eR

[ VMS-2653 ] - Unable to sort automation grid by selecting drop down icon

[ VMS-2654 ] - User is unable to create duplicate volunteer even if "Allow registration if duplicate found" radio button is selected

[ VMS-2655 ] - Long text udf column name are displayed in different color, if added on grids

[ VMS-2656 ] - Changes made in css file for some fields do not get reflected if uploaded from AMS

[ VMS-2657 ] - On Opp->Org tab: User is displayed message saying "Day Phone cannot be empty" while navigating to any other tab

[ VMS-2658 ] - User is able to edit read only survey from Opportunity>Surveys tab

[ VMS-2659 ] - eCoordinator : "Image Preview " not Displayed for the image uploaded from "Attach From" control in "Attachments" tab

[ VMS-2660 ] - User is not displayed the one time survey while trying to answer it for the first time

[ VMS-2662 ] - Organization user is not prompted with reset password window

[ VMS-2663 ] - User is not displayed the pop up coming up while editing the activity status values on MS Edge

[ VMS-2664 ] - OK and Apply buttons on Schedule Slot profile are not functioning, if End date is selected

[ VMS-2665 ] - User is not displayed message that volunteer's activity status does not allow him to be placed to any opportunity

Engineering Notes - Volunteer Management System - Version 6.9.9 - Released: February 6, 2014

Click on Image For More Details

NEW FEATURES/UPDATES

PT

Name

Client Request

12088

Core fix: move eC vol profile to profile Template

10286

Attachment for Log Book Entries

10451

Opportunity sign up Thank You messages

11902

Phone number & E-mail validation

12076

Placement and Referral Date fields Added to Grid Settings

Fairfax County

12278

User-based Record Filtering

12437

Transfer Records tool

Fairfax County

12078

Added Calculated fields, Summary and Average, to Log Books

12277

Add options to AMS to require users to reset their passwords after initial setup or password reset

FISMA

12277

Added Password Expiration feature

FISMA

12059

Exchange 3.4

------

Remove all inline styles (and old tags font, marquee)

FISMA

11116

Search filter usability update

3804

Archive Folder

11762

Calendar display date

12241

UDF Visibility

12103

Highlighted required fields in Volunteer Application

Fairfax County

Client Task: Clean up data before

Client/Samaritan Task: Review clients’ processes with Samaritan as first steps of project.

Fully staff implementation project:

Client Project Manager

Client Business Analysis

Client Quality Assurance

Client Marketing (Web)

Client Business users

If there are a lot of business users elect 1-2 users to represent the group.

Avoid decisions by committee.

Client Task: Cutover Plan: Validate old system(s) are shutdown before GO LIVE

Client Task (unless purchased from Samaritan): Update operating procedures (business processes)

Create Step by step instructions inoperating procedures (business processes)

To Login to AMS, in an internet browser window (IE5.5+) please go to:

https://ec.volunteernow.com/ams/index.php

You will see the following login screen. Please enter the Login Name and Password you were given specifically for AMS. The same credentials can also be used for RMS but not for eCoordinator, Sign-in, or the Log Book Approver System.