Replace Criminal Record with Felony / Misdemeanor

jgwehr / collective-chicago

Salesforce 1:1:1 Pro Bono project using Non-Profit Success Package

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Replace Criminal Record with Felony / Misdemeanor #45

Closed jgwehr closed 2 months ago

jgwehr commented 4 months ago

[x] @mikeplichta "Criminal Record (Application)" should only appear on the Application
[x] @mikeplichta Only Users with the ability to correct an application should be able to edit "Criminal Record (Application)"
[x] @mikeplichta New Field for "Criminal Record, Felony (Intake)" and "Criminal Record, Misdemeanor (Intake)"
[x] @mikeplichta New Fields are editable by users can modify SROI related details
[x] @mikeplichta Adjust Page Layout and Record Page for the Contact

jgwehr commented 3 months ago

At Intake, coaches clarify Felony + Misdemeanor Historic data - coaches to work on new. Delete existing field.

jgwehr commented 2 months ago

Only Users with the ability to correct an application should be able to edit "Criminal Record (Application)"

Edit Edit_Stakeholder_Application_Details. (this is basically only for the integration. Coaches can't change Application fields)

New Fields are editable by users can modify SROI related details

Edit SROI_Edit_Resident_Attributes . This is already assigned to the Life Coaches and will be picked up. Mute these fields on the Life_Coach Permission Set Group

jgwehr commented 2 months ago

On phone with team; these fields will not be used in calculation. Recidviism is still the main variable. These fields will be qualitative and descriptive, only.

mikeplichta commented 2 months ago

sorry, but no time for the Change Set. I'll do it tomorrow

mikeplichta commented 2 months ago

On phone with team; although it is still qualitative, it should have been a checkbox. Also, it is best to add help text ("If the background check listed a felony, please check this box")

mikeplichta commented 2 months ago

@jgwehr , the fields for misdemeanor and felony are updated in the Sandbox now. Sorry about that. I think last week I misinterpreted the comments referencing qualitative as them needing to be textboxes. I now realize qualitative simply means it is not part of SROI. My bad.

Could you please create the Change Set? I'm out the door on my way to Michigan. THANKS!!!!