sooadmin

Forum Replies Created

  • In reply to: Portal needs a glossery

    September 27, 2019 at 7:22 pm #3205
    sooadmin
    Participant

    Great suggestion. We’ve started compiling a list and we’ll make sure that’s part of the FAQ for easy referral. If anyone has any suggestions for glossary items that we may want to make sure we include or that are confusing to them, please don’t hesitate to add them to this thread and we’ll be sure to update that list!

    sooadmin
    Participant

    Hi MaryAnn,

    Thanks for the suggestion. There are actually a couple of potential ways to do this, but all of them require us to make sure that our sessions and clubs are setup consistently the first time and that the data is valid, which is partially the reason that we can’t implement this straight away. Once we have the first set of sessions and registrations under our belt and can perform a proper validation of the new sessional data for this year, we will be examining a couple of potential ways to implement this for the coming year.

    It’s definitely been heard and its on our list!

    James

    sooadmin
    Participant

    Good point! Will do!

    Also DA = Data Admin!

     

    In reply to: Please highlight tab with missing required fields

    September 27, 2019 at 7:13 pm #3202
    sooadmin
    Participant

    Thanks for the flag, I think this one may have already been addressed in the update, but we’ll run a test next week and if it hasn’t we’ll move to address that.

    James

    In reply to: Report 13 – requested updates – Coming Soon

    September 27, 2019 at 7:11 pm #3201
    sooadmin
    Participant

    Thanks MaryAnn, the notifications for the forum should be fixed now, we were able to trace the problem with the information you provided.

    Yup we’ve noticed that with respect to the email labels as well. Its on our list of clarifications and should clean things up a bit. I suspect it might be included in the update coming soon.

    In reply to: Report 58 – email addresses question

    September 27, 2019 at 7:09 pm #3200
    sooadmin
    Participant

    Hi Lynda,

    This question is actually related to another on the new Report 13.

    Originally we had provided instructions that gave you email address 1, 2 and 3 respectively and allowed you to use those as you may. However as it turns out that was a bit erroneous on our part.

    The Membership system is closely linked to the Donations Management System (as they are all contact management systems). However Ontario is only using the Membership system at the moment.

    What we hadn’t properly realized was that Email 1 – is the Portal Address, Email 2 is the Donor Profile Address and Email 3 is the alternate address (if a user had one).

    When Membership Report 13 was updated that became apparent because with all the other updates, there was a clarification on the fields (that was requested by all the chapters using the donation system) which caused some confusion on our end.

    We are in the process of correcting that in bulk for everyone to avoid the confusion. Therefore if Data Admin (quite rightly and through no fault on your end) used Email 2 as an alternate address, we’ll be bulk moving those addresses to the Alternate Address field. If both the Email 2 and Email 3 field are in use we’ll be flagging those records and will get back to you to figure out how to reconcile that situation. We’ve put in a request to make sure that Report 58 and Report 13 match up accordingly, which should help there too. Apologies for the confusion.

    James

    In reply to: Report 58 – new fields please

    September 27, 2019 at 7:03 pm #3199
    sooadmin
    Participant

    Hi there Lynda,

    Thanks for the feedback. We’ll make a note of this, all good points. I know they are balancing a fine line between things used all the time and things referenced, but good suggestions. We’ll add it to the list.

    In reply to: Sports Team Roster

    September 27, 2019 at 7:00 pm #3198
    sooadmin
    Participant

    Hi there Peggy,

    There’s a list of reports on the development pathway and I believe that this is one of them. We don’t expect that communities would have to develop that report on their own but we will be including some training during the webinars on existing reports for coaches and teams, and we are making notes of reports that would be beneficial. This one is definitely on that list.

    James

    In reply to: Report 54 – secondary emergency contact not included

    September 27, 2019 at 6:57 pm #3197
    sooadmin
    Participant

    Hi Peggy,

    Thanks for the feedback, we’ll add it to our request list. It may be a little further down the list given that the initial Emergency Contact is already there, but we’ll make sure its added to the request list.

    James

    sooadmin
    Participant

    I don’t know what is meant by HC and TM.  Don’t expect others in our community will either.  Suggest that acronyms not be used in the Support Forums so that the information will be easily understood by everyone and not just SSO staff or some Data Administrators.

    In reply to: Report #13 – Primary Phone number

    September 25, 2019 at 1:10 pm #3176
    sooadmin
    Participant

    Thank you Farkhanda.

    In reply to: Report #13 – Primary Phone number

    September 25, 2019 at 11:40 am #3171
    sooadmin
    Participant

    Hi

     

    I did have phone numbers entered in the home phone number in the Active participant/volunteer profile.  A couple of the phone numbers were actual land line phone numbers.  I have sent a copy of one of my team reports to Farkhanda asking what I have done wrong.

     

    Laurie

    In reply to: Report #13 – Primary Phone number

    September 25, 2019 at 8:23 am #3160
    sooadmin
    Participant

    For members who prefer cell phone contact primarily and/or have ditched their home phone (so have left that field blank in our form) but have a cell phone, I’ve been filling in the home phone field with their cell phone number. It seems to help.

    In reply to: Report #13 – Primary Phone number

    September 24, 2019 at 3:01 pm #3152
    sooadmin
    Participant

    Thanks MaryAnn.  I know those

     

    Thanks MaryAnn.  Yes, I know where to find those phone numbers.  For some of my athletes and volunteers, in Active Volunteers or Active Participants there is a phone number under Home number but no number in report #13 under Primary number.  For people that do not have a land line I have entered their mobile number as home number.

     

     

     

     

    In reply to: The list of medications needs a date/time stamp

    September 24, 2019 at 12:49 pm #3150
    sooadmin
    Participant

    Hi MaryAnn, agreed! I’m just using this post to test the reply alert. Please let me know if you receive this!