May R1 Fortnightly TAP Release (May 3, 2023)

Release: May 3, 2023

Key	Remarks	WB and HOG Status	Confluence Page Link	SIT: Deployed	SIT: Testing	UAT Deployed	UAT Testing	Production Deployment - Post Technical Validation
TAP-98	Opportunity Component, Trust Condition field should be made mandatory when Designation is NOT "PENDING"	WB approved HOG approved	TAP-98	Done	Done	Done	Done	Check if new validation rule "USYD_Required_Trust_for_Non_Pending_Des" in Opportunity Component object is deployed and ACTIVE
TAP-860	Lead Conversion not populating email address and phone on contact according to new business rule.	WB approved HOG approved	TAP-860	Done	Done	Done	Done	Check if "USYD Converted Lead Update flow" is deployed and ACTIVE
TAP-900	Opportunity - Usyd_Gift_theme__c - Picklist values change	WB approved HOG approved	TAP-900	Done	Done	Done	Done	Validate if picklist value for Opportunity.Usyd_Gift_Theme__c is changed from: "Student Support (Equity Access)" to: "Student Support (MySydney)" Validate if the picklist value references for identified Reports are reflecting the new value: "Student Support (MySydney)" Reports to check: USYD Student Supports Campaign > Opportunity Due This Year USYD Student Supports Campaign > Opportunity Due Total - CTD
TAP-1084	Indigenous Prospect Pool and Gift Theme	WB approved HOG approved	TAP-1084	Done	Done	Done	Done	Validate if picklist value for Opportunity.Usyd_Gift_Theme__c has been renamed from: "Indigenous Pathways" to "Indigenous" New picklist value for Opportunity.AQC_Prospect_Pool__c should be available "Indigenous Strategy and Services"
TAP-1085	Parent Campaign field should not be mandatory	WB approved HOG approved	TAP-1085	Done	Done	Done	Done	Validate if "Parent Campaign" field is optional (w/o red asterisk) in CAMPAIGN object’s page layout: USYD Lightning Contact Campaign Appeal Layout_Survey USYD Lightning Contact Campaign Appeal Layout_Post_event USYD Lightning Contact Campaign Appeal Layout_P2P USYD Lightning Contact Campaign Appeal Layout_Memorial USYD Lightning Contact Campaign Appeal Layout_Inst_comms USYD Lightning Contact Campaign Appeal Layout_Form USYD Lightning Contact Campaign Appeal Layout_Event USYD Lightning Contact Campaign Appeal Layout
TAP-1294	Update "Death" fields on contact to be editable by only GA & Sys Admin	WB approved HOG approved	TAP-1294	Done	Done	Done	Done	Check Contact Page Layout (Death field should be read only on all page layouts) Check Profile (should be read only) Removed Cause of Death in contact page layout
TAP-1322	Add the transaction history to page layout	WB approved HOG approved	TAP-1322	Done	Done	Done	Done	Check Transaction Page Layout UAT vs PROD Check the Transaction Field History tracking UAT vs PROD
TAP-1425	Add New Picklist Values to Contact Mailing Address Modified Source	WB approved HOG approved	TAP-1425	Done	Done	Done	Done	Validate if “Australia Post” is added as picklist value to Mailing Address Modified Source <Usyd_Mailing_Address_Modified_Source__c> field in the Contact object.
TAP-1433	Direct deposit batches must not feed to the general ledger so "Do Not Feed" should be ticked.	WB approved HOG approved	TAP-1433	Done	Done	Done	Done	Validate if 2 NEW Validation Rules in Batch Object are deployed and ACTIVE Usyd_do_not_feed_not_required Usyd_do_not_feed_required Validate if the picklist values - Telephone Program, Legacy System are deactivated Field: Source of Data <AQB__SourceofData__c>
TAP-1434	Activate Chatter on Task	WB approved HOG approved	TAP-1434	Done	Done	Done	Done	Validate if Task object page layouts has the “Post” button Gift Implementation Usyd - Task Layout
TAP-1589	Update Rossie's position in receipt and pledge reminder templates	WB approved HOG approved	TAP-1589	Done	Done	Done	Done	N/A, all changes are done manually on the Apsona templates