Content Comparison

AVE-16

TAP-1606

Contact Type' Remap

Contact impacted wellbeing will block – needs to be revisited now in a shared environment 

• In this ticket we will deactivate the identified picklist values 

• Refer to confluence page AVE-16 Contact Types 

• Data cleaning proposal

  Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-16

   

AVE R2

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

AVE-16 Contact Types

Done

Done

29/5: Ready for UAT

AVE-39

TAP-1610

Naming definitions

contact impacted – will need to be revisited in the shared environment to see if it is TAP only plus there is more tickets on naming in PL 

• We hid a bunch of Account and Contact fields that are not being used by TAP 

• We added some fields on Contact and Account  code may conflict – more work required Accounts – different page layout not a common layout- Can retain layout profile -  which page layout  Sunil Thumbs- everyone 

• Contact Lightnivg v4 lay out used by TAP  

conflicts in merging the page layout. In UAT as part of validation, we need to make sure all WB fields are in tact. Add in acceptance criteria on which layouts and profile

AVE R2

WB approved 

HOG approved  

🟠 For Deployment to SIT

AVE-51

TAP-1614

Interests object field for storing disinterest

• Added field called inclination.  

AVE R2

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

Done

Done

29/5: Ready for UAT

AVE-101

TAP-1615

Consolidation of Organization and Corporation Record Types on Account

account impacted. Should be fine it is just consolidation of two into on type   

• Retain Organization Account record type and deactivate Corporation 

Backlog – post release action required  

AVE R2

WB approved 

HOG approved  

🟠 For Deployment to SIT

AVE-102

TAP-1621

Industry Field Standardisation

0n leads employment and account – need to review if any impact  

• Add new global picklist for industry for Account, Lead, Employment, objects 

AVE R2

AVE-102 Industry Cleanup

🟠 For Deployment to SIT

AVE-107

TAP-1624

Accounts and Contacts Addresses Workflows

need optimization

Accounts and Contacts Addresses Workflows – contact/account impacted – fields are force capitalised for AUS post standards to create consistency should all be fine though for wellbeing as its improved data quality. 

• Make RTS reason mandatory field if address is marked as RTS for Account and made the field dependent field of mailing status (seems to be an issue with account) 

• Made suburb, state and country capitalized. 

• Activate former in picklist of Alternate Channel 

•  

AVE R2

❌ Not Approved

AVE-107 Address Management

🟡 FOR REVIEW

Optimize the flow (wait for optimization of Contacts flow)

AVE-139

TAP-1630

Remove the Is Active field from the Phone, Email, Internet Address, Social Media record types

alternate channels shouldn’t be an impact 

As of now as part of Avengers they removed from Record Types

• Not sure why the field is still there though? 

• we need update the ticket to say that we are hiding the field from the page layouts.

• let us define the different fields on the alternate channel and understand their uses.

AVE R2

❌ Not Approved

AVE-147

TAP-1631

Ensure Legal Credit Percentage on new Contact

contact - shouldn’t be an impact 

• When adding contact to a household account, LC and GRC are calculated. This is triggered when Account Contact Relationship is created. 

• Make LC and GRC on contact not editable 

• review the flow if we can merge, before moving it to UAT.

AVE R2

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

bob.alicante Are we merging this and not combining with any other flows? If technically no impact it should be okay

Done

🟠 29/5: Testing in progress, with defects

AVE-216

TAP-1633

Changing Layout for Contacts to group fields more logically

contact - ASR layout only no impact 

• Defined new profile for ASE

• New Contact page layout

• layout is approved but WB needs to review the new profile.

TAP business users should approve Monica for example

AVE R2

❌ Not Approved

Sunil (Unlicensed) Review the profile “Usyd ASR User” and confirm.

Note: Avengers sandbox access provided

https://sydneyuni-adv--avengers.sandbox.lightning.force.com/lightning/page/home

AVE-216 ASR Contact Page Layout Redesign

AVE-254

TAP-1634

Replicate AQ Address Synching for RTS reason field

contact - but shouldn’t have an impact

• RTS reason flow back and forth on Account and Contact

• MS team to review the flow for optimization

Needs to be prioritised and review with AlainGasquet to be placed in an upcoming sprint release. Estimated for review in June release onwards (4 May 2023 discussed).

AVE R2

❌ Not Approved

AVE-258

TAP-1635

Summary Fields about a Contact's Campaigns engagement

contact -  but shouldn’t have an impact

• A bunch of summary fields on contact relating to campaign membership status

• It should be run one time for all existing records.

• MS team needs to review the flow. we need to decide on the time of schedule. check the performance of the flow.

AVE R2

Yeng Sembrano To review the flow and confirm the schedule time

AVE-84, AVE-458 Contact Page Giving Statistics based on Legal Credits

AVE-284

TAP-1636

Change Flows for when a contact is added to Influential Campaign that creates alert on Contact

• Have an alert on contact when added to “Influential Alumni and Supporters Master List”

• I think we should consider the root campaign here instead of just parent.

• flow needs to be reviewed. do we want the alert be removed if the campaign has ended/inactive?

AVE R2

❌ Not Approved

Yeng Sembrano To confirm on the questions in Red

🟡 FOR REVIEW

AVE-292

TAP-1639

Retire Post-event Evaluation Campaign Record Type 

• Deactivate Post-event Evaluation Campaign Record type

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

DEPLOYED

11/5: Ready for SIT Testing

AVE-322

TAP-1642

Theme on ASR campaigns.

• re-label Solicitation Theme field to Theme on Campaign object and surface the field on the following layouts

  • Event Invitation,

  • Institutional Communication,

  • Survey,

  • form Campaign

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

DEPLOYED

11/5: Ready for SIT Testing

AVE-333

TAP-1643

Standardise 'Type' picklist for selected Campaign Record Types

• Standardise the Type picklist for the following record types: Institutional Communication, Event Invitation, Survey, Form Campaign on campaign object.

• Investigate why seems like the picklist value are same for the mentioned record types

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

Swathi Inapakolla To check and confirm

DEPLOYED

11/5: Ready for SIT Testing

AVE-353

TAP-1644

Automatically create a Decease Case when contacts turn 105 

• Daily job runs to check contacts turning 105 on their birthdays and creating a decease case for the contact and marking the contact DNC

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

DEPLOYED

11/5: Ready for SIT Testing

AVE-458

TAP-1645

Testing Only - Contact Level gift statistics based on Legal Credits

Please refer to AVE-84

AVE R2

❌ Not Approved

AVE-79

TAP-1646

Contact pairs

wellbeing blocked previously need to revisit in shared environment to account for their needs??

AVE R3

WB approved 

HOG approved  

Sunil (Unlicensed) To check and confirm as comment says WB blocked

🟠 For Deployment to SIT

AVE-477

TAP-1651

Events Page Layout for ASR Users

• New picklist for Event Mode on Event object (In Person, Online, Hybrid)

• Fix Typos in Event Type on Institutional Event

• Change event page layout

• Side component of event changed

AVE R3

WB approved 

HOG approved  

New Events Page Layout for ASR Users

Done

29/5: Ready for SIT testing

AVE-486

TAP-1656

ASR Permissions to create 'New' USYD Insights from the Contact

• Make the new button appear on the related list of the page layout

AVE R3

WB approved 

HOG approved  

🟠 For Deployment to SIT

AVE-353

Automatically create a Decease Case when contacts turn 105 

• Daily job runs to check contacts turning 105 on their birthdays and creating a decease case for the contact and marking the contact DNC

AVE R2487

TAP-1658

Review USYD Insights record types and change the column header at the top of the USYD Insights page (Refinement only)

• Change the related list columns

AVE R3

WB approved 

HOG approved  

AVE-458

Testing Only - Contact Level gift statistics based on Legal Credits

Please refer to AVE-84

AVE R2

AVE-79

Contact pairs

wellbeing blocked previously need to revisit in shared environment to account for their needs??🟠 For Deployment to SIT

AVE-490

TAP-1659

Move Campaign History tab up

• Not sure why I am not seeing this in avengers

• to be reviewed.

AVE R3

WB approved 

HOG approved  

Swathi Inapakolla To check and confirm if the code is missing

🟠 For Deployment to SIT

AVE-477

Events Page Layout for ASR Users

491

TAP-1660

Account page layout (Household)

Account - ASR layout only no impact

Adriana will report back to Alain on error deployment

AVE R3

WB approved 

HOG approved  

New Events Account (Household) Page Layout for ASR Usersusers

🟠 For Deployment to SIT

AVE-486

ASR Permissions to create 'New' USYD Insights from the Contact

• Make the new button appear on the related list of the page layout

AVE R3

496

TAPSS-1086

Account page layout (Organisational)

Account - ASR layout only no impact

AVE R3

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

AVE-487

Review USYD Insights record types and change the column header at the top of the USYD Insights page (Refinement only)

• Change the related list columns

AVE R3

WB approved 

HOG approved  

AVE-490

Move Campaign History tab up

New Account (Organisational) Page Layout

Done

Done

29/5: Ready for UAT

AVE-516

TAP-1663

Planned Giving added as picklist option for Teams in all Campaign Record Types

• Added Planned Giving on Team Picklist on Campaign

AVE R3

WB approved 

HOG approved  

AVE-491

Account page layout (Household)

Account - ASR layout only no impact

AVE R3

🟠 For Deployment to SIT

AVE-521

TAP-1664

Change header column for Event Attendance and Event Guests from 'Event Start Date' to 'Event Start Date and Time'

• update of contact page layout

• AQ LIghtning Contact Layout v4

• Usyd - ASR Contact Page Layout

• USYD Hogwarts Contact Layout

• USYD Lightning Contact Layout v4

AVE R3

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

New Account (Household) Page Layout for ASR users

AVE-496

Account page layout (Organisational)

Account - ASR layout only no impact

AVE R3

WB approved 

HOG approved  

New Account (Organisational) Page Layout

AVE-516

Planned Giving added as picklist option for Teams in all Campaign Record Types

• Added Planned Giving on Team Picklist on Campaign

AVE R3

DEPLOYED

11/5: Ready for SIT Testing

AVE-399

TAP-1665

Customisable Campaign Influence (Additional Design & Development ticket)

but don’t release- HOLD FOR ENAGEMENT DATA

AVE R4

Customisable Campaign Influence

AVE-84

TAP-1666

Contact Level gift statistics based on Legal Credits

contact but should have no impact

AVE R5

WB approved 

HOG approved  

AVE-521

Change header column for Event Attendance and Event Guests from 'Event Start Date' to 'Event Start Date and Time'

• update of contact page layout

• AQ LIghtning Contact Layout v4

• Usyd - ASR Contact Page Layout

• USYD Hogwarts Contact Layout

• USYD Lightning Contact Layout v4

AVE R3

WB approved 

HOG approved  

AVE-399

Customisable Campaign Influence (Additional Design & Development ticket)

but don’t release- HOLD FOR ENAGEMENT DATA

AVE R4

Customisable Campaign Influence

AVE-84

Contact Level gift statistics based on Legal Credits

contact but should have no impact84, AVE-458 Contact Page Giving Statistics based on Legal Credits

🟠 For Deployment to SIT

AVE-106

TAP-1676

Phone and Email Integrity

– account and contact – need to review impact

• Activated 7 AQ validation rules that validates the preference and the preferred email/number

• Need to review the integration.
  Alain’s feedback - this is linked to SITs integration discussion that is currently ongoing with Wellbeing and Platform team.
  
  Adriana will double check

AVE R5

❌ Not Approved

Yeng Sembrano Could you please let us know whom to contact to check the impact from integration side

AVE-106 Phone Number and Email integrity

AVE-357

TAP-1680

Remove picklist values from the 'Attendance' field in Event Guests object

• Removed Decline, Do Not Engage, No Response

• AQB__EventGuest__c

AVE R5

WB approved 

HOG approved  

AVE-84, AVE-458 Contact Page Giving Statistics based on Legal Credits

AVE-106

Phone and Email Integrity

– account and contact – need to review impact

• Activated 7 AQ validation rules that validates the preference and the preferred email/number

• Need to review the integration.

AVE R5

AVE-106 Phone Number and Email integrity

AVE-357

Remove picklist values from the 'Attendance' field in Event Guests object

• Removed Decline, Do Not Engage, No Response

• AQB__EventGuest__c

AVE R5

WB approved 

HOG approved  HOG approved  

🟠 For Deployment to SIT