Atlas-Assistance-Dogs / atlas-dogs

Repository for Atlas Dogs flows in Salesforce
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need to make background check needed status available outside of when volunteer status active #438

Closed atlasjen closed 1 year ago

atlasjen commented 1 year ago

I was updating some reports on background checks last night and realized now that fields are only displayed if a position is specified and a status is set for that position, we no longer have access to how we were specifying is someone needs a background check in 1.4 so we need to fix that.

Presently we use the Volunteer Access field under Volunteer Details image

This is used for volunteers, board members and team facilitators. If someone is a TF but doesn't volunteer in other ways, we specifically don't use the volunteer position. Same for the board folks. It helps us see who is who.

I don't think we have any logic in the system presently based on these volunteer access fields being set so the only thing this change breaks is my reports.

Some options I can see. Open to ideas.

1- we add "background check required" and "credit check required" as checkboxes up in the main section and pull these 2 items out of Volunteer Access 2- We move "Volunteer Access" up to the main section and rename it to "System Access" <- this is my preferred image 3- we change the logic for when to display the volunteer related section to also be if Team Facilitator, Team Facilitator Lead or Board are selected positions

The reason i like option 2 the best is 1- no code changes for you I hope 2- board members have varying access to locations, so that field would also be helpful to see for board members not just volunteers 3- simplifies my report fixes too

atlasjen commented 1 year ago

Need to add to the page layout in staging/prod

deb761 commented 1 year ago

It's there, just under Positions.

atlasjen commented 1 year ago

AhI I see it now