Details
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Type: New Feature
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Status: Done/Fixed
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Priority: Major
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Resolution: Fixed/Completed
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Affects Version/s: 1.3
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Fix Version/s: 1.4
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Labels:None
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Documentation Required?:User and Admin Doc
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Epic Link:
Description
The attached mockups illustrate the enhancements.
The first image displays new icons that will be added to the Assign Volunteers interface. To minimize visual clutter, the icons will be hidden until the user mouses over the shift block. (The mockup shows what the user would see when mousing over the Audio shift block.)
When the user clicks the search icon, a new pop-up appears allowing the user to search for contacts. The search fields will include Groups as well as the custom fields in the Volunteer_Information custom group, which extends the Volunteer contact subtype (see VOL-55). The user can select contacts from a search result set to fill volunteer needs.
Originally the scope of this issue was much broader. I'm editing the description to reflect the work that was actually completed. Attachment 1-filtered.view.png and the following text pertain to filtering functionality that was slipped:
When the user clicks the filter icon, contacts not qualified to fill the role will be darkened out. The mockup shows the other shift blocks darkened out, but it may be helpful to see contacts who are already assigned to other shifts and who are eligible to meet the need.
When the user clicks the magnifying glass, a new pop-up appears showing qualified contacts. Our thinking at present is that it would be too limiting to also filter by availability at this point. (In the example, we can see that volunteers are needed on a Friday morning.) Perhaps a compromise would be to automatically filter by qualifications and give the user the option to apply an additional availability filter.
Eligibility would not be determined by an direct role lookup, but by an abstracted interface which would support extending the rules later.
What actions should be available in the Actions dropdown? It seems clear that the user should have the ability to email the matching contacts. Should we also allow assignment to a shift?