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Reports, Routines, & Notifications - September 2021

 


This release includes the all new Participant Compliance—a flexible, consolidated, and holistic approach to manage requirements for participants in your church encompassing training, background checks, waivers, and more! And Certifications will pave the way for exciting new training-related integrations like Virtus and MinistrySafe. We've also enhanced a whole bunch of views and reports for efficiency and clarity. And don't miss those bug fixes ;)

Schema & Metadata

  • *New* Added a "Months Till Expires" field to the Background Check Types page so that each type can have its own expiration period.
  • *New* Added a "Background Check Expires" field to the Background Checks page to set an explicit date a Background Check expires.
  • *New* Added a Certification Types lookup values page to facilitate tracking volunteer requirements, training, or certification courses completed through a third party. Note: This lays the foundation for some exciting future integrations! 
  • *New* Added a Participant Certifications page to facilitate tracking whether volunteers have completed the required training or certification courses.
  • *New* Added a Participation Requirements page to track Participant requirements for certain Background Checks, Certifications, Milestones, or Form Completion  based on Group Role or Group Role Type.
  • *New* Added a Participation Compliance read only page to display whether Participants have completed the needed Participation Requirements to serve in a Group or be part of a Group based on their Group Role.  
  • *New* Configuration Setting SERVICES,CareCaseNotificationPath designates whether the Care Case Notification Emails are sent with links to CareLife or MobileTools.
  • Enhanced Background Check views to calculate the background check expiration date based on the explicit expiration date.
  • Enhanced Household Types by adding a new Household Type of "Former Household."
  • Enhanced PORTAL,COUNTGROUPINQUIRIES Configuration Setting's description to clarify that the setting is referenced by the Data Quality routine to update the Group is Full field.
  • Enhanced default view on the Publications page to included Available Online and Online Sort Order columns.
  • Enhanced "Stmt: Fix Address" view to improve efficiency and prevent timeout errors.
  • Enhanced the "Duplicates - Recent Giving" view on the Contact Relationship page to return quicker results.
  • Enhanced "In Use By" views on the Templates page to include all Templates currently in use.
  • Renamed the "View Notification Templates" view on the Templates page to "In Use by Item Notifications" for clarity.
  • Fixed an issue where the "Groups Finder Groups" view on the Groups page was displaying additional groups.
Routines
  • Enhanced the Background Check routine to set the Background Check Expires field if it is null based on the "Months to Expire" field on the Background Check Type. Note: This will only affect Background Checks created or made null after this release.
  • Enhanced the Background Check routine to populate the Background Check Date Submitted and Background Check Returned dates if All Clear is manually set to True.
  • Added a Certification Expires Routine that will populate the Certification Expires field on the Participant Certification page if it's null based on the value set in the Months Till Expires field on the Certification Types page.
  • Enhanced the Group Attendance routine to schedule the next meeting and create the associated Event and Event Room records even when the next scheduled meeting is the same date as the Group's Start Date.
  • Enhanced Data Quality routine to update the Participant End Date field when it is null and the Contact's status is Inactive or Deceased.
  • Enhanced the Data Quality routine to clear the Participant End Date field when the Contact's status is not Inactive or Deceased.
  • Enhanced the Standard Statement nightly routine to include the Spouse Contact as a Statement Donor.
    Reports
    • Enhanced the Create Deposit  from Selected Batches report and the Create Batch from Selected Donation report with a notice that they have been superseded by the Create Deposit Tool and Create Batch Tool respectively  and are no longer supported. Note: These reports will be removed from your system in January 2022.
    • Enhanced Selected Background Check Report to calculate when the Background Check expires based on the explicit expiration date.
    • Enhanced the Data Quality Report to clarify the "Verify Company and Household Position Status (1)" data quality issue.
    • Enhanced the Selected Form Responses Report to print in portrait layout.
    • Enhanced Selected Group Roster Plus Family report by renaming the "Hide Notes" parameter to "Hide Summary" for clarity.
    • Enhanced Selected Group Roster and Group Roster Multiweek reports to exclude end-dated Group Participants.
    • Renamed the Group Selected Span of Care report to Selected Group Involvement for clarity.
    • Fixed an issue where Donor Standard Statement Selected Report not correctly displaying Address Line 2.
    • Fixed issue where the Selected Responses List report was printing a blank page for every page with content.
    • Fixed an issue where the Selected Group Roster and Group Roster Multi-week reports would not run if the selected Group or Group Participants were in a Household where the Head of Household was older than 99.
    • Fixed a typo in the Compare & Combine Security Role Report warning.
    • Fixed an issue where Standard Statement Reports were sourcing logos, statement footers, and addresses from different accounting companies.
    Notifications
    • Enhanced the Task Notification routine to ignore hidden tasks so email reminders are no longer sent after a task is hidden.
    • Fixed the Background Check Needed Notification to only send to Users with a Security Role.
    • Fixed an issue where images included in Notification messages were not displaying correctly.