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19/09/2024 Thursday

Participants: laila.valterio rommel.ngo seonah.choe aoife.tully gaurang.fichadia

Sprint in review: TAPSS - Sprint 45 Sep R1, 30th Aug - 20th Sep

Sprint Goal:

  •   Opportunity Page layout enhancement with End user UAT
  •  AQ v25 Upgrade
  •  BT Upgrade
  •  Continue to accurately estimate the ticket size comparing with time tracking (Ongoing)

Jira Filter used: TAPSS Open Sprint Completed Tickets (Please note this filter will always show you currently ‘active’ sprint and any sub task is excluded in the view)

Issue key

Summary

Business Area

Labels

EPIC

Release Note

Fix versions

Status

TAPSS-2136

Assess and deploy BT v6.19, 6.20, and 6.22 from currently 6.18

CG and GA

2024Q3

TAPSS-2089 Blackthorn Payment Upgrade

This task ticket aims to assess the new versions of BT Payment v6.19 and 6.20 and deploy them to production so that business is upto date with latest features and fixes from BT.

September 2024 Release 1

09 SIGNED-OFF

TAPSS-2037

AQ Upgrade to v25

TAP

2024Q3

TAPSS-2087 AQ Upgrade V 25

V25 is mostly about SmartBatch 2.0 upgrade and a few bug fixes. This release is a stepping stone to more usable versions of SmartBatch 2.0 such as v26 and v27.
Pledge Soft Credits are now going to be Written Off when Pledges are Written Off when using Contact Utilities

September 2024 Release 1

09 SIGNED-OFF

TAPSS-1873

Gift/Pledge Opportunity Pagelayout Enhancement 1

Development, TAP

2024Q3, Enhancements

TAPSS-1656 Opportunity- Page Layout & Stage Uplift and Enhancement

There are 60 fields in the existing Opportunity page layout. Many of these fields are not used by the business and even more are not populated until the Solicitation stage.  Using this ticket(s), after impact assessment and analysis, we hid those unused fields from Opportunity page layout (only for Gift/Pledge record type) and also added Key Field feature to provide the business user guidance to focus on across opportunity stages.

September 2024 Release 1

09 SIGNED-OFF

TAPSS-2178

Gift/Pledge Opportunity Pagelayout Enhancement 3 -Unchanged pagelayout&Validation Rule

Development, TAP

2024Q3, Enhancements

TAPSS-1656 Opportunity- Page Layout & Stage Uplift and Enhancement

There are 60 fields in the existing Opportunity page layout. Many of these fields are not used by the business and even more are not populated until the Solicitation stage.  Using this ticket(s), after impact assessment and analysis, we hid those unused fields from Opportunity page layout (only for Gift/Pledge record type) and also added Key Field feature to provide the business user guidance to focus on across opportunity stages.  Also the team made sure this change does not impact existing validation rules nor other page layouts outside of the scope.

 

09 SIGNED-OFF

TAPSS-2177

Gift/Pledge Opportunity Pagelayout Enhancement 2 - Stage Keyfields & Persona

Development, TAP

2024Q3, Enhancements

TAPSS-1656 Opportunity- Page Layout & Stage Uplift and Enhancement

There are 60 fields in the existing Opportunity page layout. Many of these fields are not used by the business and even more are not populated until the Solicitation stage.  Using this ticket(s), after impact assessment and analysis, we hid those unused fields from Opportunity page layout (only for Gift/Pledge record type) and also added Key Field feature to provide the business user guidance to focus on across opportunity stages.

 

09 SIGNED-OFF

TAPSS-2129

Notification to case owner when a case has been updated

CG

Enhancements

TAPSS-2040 Q32024 Product Support - TAP

In order for case owner not to miss a reply, this feature is to send notification when a case has been updated.

September 2024 Release 1

09 SIGNED-OFF

TAPSS-2247

Apsona report issue with event briefing (Apsona Ticket  # 00032194)

Prospect Development

L1Support

TAPSS-2040 Q32024 Product Support - TAP

Because of some of the Guest are not really contact records, the report is not able to sort the the list by Total Giving which is stored in Account Record. Having no link to Contact then to Account is causing the merge action to not sort accordingly. The fix here is to filter out non linked contacts and subsequently remove empty lines from the report.

September 2024 Release 1

09 SIGNED-OFF

TAPSS-2195

Campaign Member upload issue 

Alumni Relation

L1Support

TAPSS-2040 Q32024 Product Support - TAP

Based on Salesforce support’s response, the end user tried with 15 digit SF ID instead of 18 digit SF ID and accepted this as workaround.  

 

09 COMPLETE

TAPSS-2176

Spend Plan approval submitting issue (SNOW# INC066875)

Spend Plan

L1Support

TAPSS-2040 Q32024 Product Support - TAP

The incident was raised by the end user, having an issue with Spend Plan submission.  This is more due to lack of user training issue rather than bug fix and end user confirmed that issue is no longer present. 

 

09 COMPLETE

TAPSS-2290

BAT Issue : Indirect Contact Auto Gift Recognition (TAPSS-2037-007) zendesk # 11956

GA

TestinUAT

TAPSS-2087 AQ Upgrade V 25

 

 

09 COMPLETE

TAPSS-2289

BAT Issue : Peoplesoft Batch Validation is not triggering in UAT

GA

TestinUAT

TAPSS-2087 AQ Upgrade V 25

 

 

09 COMPLETE

TAPSS-2288

BAT Issue : Batch Proof Report is not generating in UAT (Zendesk # 11935)

GA

TestinUAT

TAPSS-2087 AQ Upgrade V 25

 

 

09 COMPLETE

TAPSS-2283

BAT Issue : Apsona Receipting Not working as epected for Standard User Profile (Zendesk # 11934) (Apsona Case # 00032388 )

GA

TestinUAT

TAPSS-2087 AQ Upgrade V 25

 

 

09 COMPLETE

TAPSS-2181

An error occurred with your "Usyd Copy Email Activity Files to New Activity Report" flow (SNOW #INC0672900)

TAP

Training

TAPSS-2040 Q32024 Product Support - TAP

We noticed that there are some users having an issue linking their email to Jarvis as activity report as email message exceeds the max length of 32768, the system limit hit and stopping the automation work.  In this case, activity report has to be manually created with email as attachment or summarized content.  This has been communicated with Jarvis training team and they will reach out the end users to provide relevant training when encountered this issue. 

 

09 COMPLETE

TAPSS-2197

Update filter field with the correct field "Event Start Date/Time" instead of "Event Start Date"

PD

 

TAPSS-2040 Q32024 Product Support - TAP

 

 

09 COMPLETE

image-20240919-052831.pngImage Added

29/08/2024 Thursday

Participants: laila.valterio rommel.ngo seonah.choe aoife.tully gaurang.fichadia

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