2022 UMC modules work log

Main UMC page | Data Core product management

7/2/2022
Data Core
Moved the cemeteries field in FL to the bottom of their parsonage fieldset
Coding
0.25 hours
Paul
7/1/2022
Data Core
Chatted with James Mason about centralizing "AC status" fields and several reports
Product management
0.25 hours
James and I chatted about the idea of centralizing a category and then 4 reports or filters that might need to be centralized.
Paul
6/27/2022
Data Core
Updated AC Attended categories so they are NOT inactive
Coding
0.5 hours
Paul
6/24/2022
Clergy Comp - year 1
Conversation with Paul about report screen and church splits
Product management
0.5 hours
Discussing with Paul about conversation with Jamion (WV) and determining implementation feasibility.
Barbara
6/23/2022
Clergy Comp - year 1
Conversation with Jamion about report screen and church splits
Product management
0.5 hours
Discussing with Jamion (WV) different ways to present church splits data on report screen
Barbara
6/23/2022
Clergy Comp - year 1
Updated the splits page to have it show a print button
Coding
0.5 hours
Paul
6/17/2022
Data Core
Tech support changing the UMC Data Core
Coding Tech support
0.5 hours
Appointed to Extension Ministries (¶344.1b and c) changed ot Appointed to Extension Ministries (¶344.1b)
Paul
6/17/2022
Data Core
UMC Advisory panel meeting, video upload, and then built out cemeteries view and told people
Coding Communications Product management
2 hours
Paul
6/16/2022
Clergy Comp - year 1
Tech support with Claudia in FL
Tech support
0.5 hours
She had questions and needs
Paul
6/15/2022
Clergy Comp - year 1
Clergy Comp - Minor bug fixes, deployed updates with Paul
2.5 hours
Steve
6/15/2022
Clergy Comp - year 1
Clergy comp bug fixes with Claudia in FL and Steve Bruton
Coding Communications
1 hours
Claudia found some bugs in the changes we made AND we made a couple slight alterations to the conference manager screen.
Paul
6/15/2022
Clergy Comp - year 1
Clergy comp updates
Coding Communications Documentation
1.25 hours
More discussions and then code changes with Steve. Made an announcement video and updated the documentation a bit.
Paul
6/14/2022
Clergy Comp - year 1
Changed clergy comp conference management screen listing and filtering
4.5 hours
Steve
6/14/2022
Clergy Comp - year 1
Clergy comp updates with Steve
Coding Communications
0.75 hours
Discussion of how to handle multiple overlapping configs and continuing on how to handle this.
Paul
6/13/2022
Clergy Comp - year 1
Planned the changes to the conference management screen with Paul
Coding
1.25 hours
Steve
6/10/2022
Clergy Comp - year 1
Working on clergy comp changes to handle pulling the correct comp config based on start date
Coding Communications
8 hours
I did some light coding and organized my thinking on the tasks and then Steve and I talked for a while, like we were in a Star Trek episode, about what would work. We even called Roland. This is both Paul and Steve.
Steve Paul
6/8/2022
Clergy Comp - year 1
Clergy comp reports review, changes discussion, forms webinar
Communications Product management
3.5 hours
Did several things today. Had a meeting with Lisa, Will, and Gomes on clergy comp forms and effective dates. Had a discussion with Barbara Gomes about the meeting and the discussion. Held a webinar.
Paul
6/8/2022
Clergy Comp - year 1
Clergy comp reports review, changes discussion, forms webinar
Communications Product management
3.5 hours
Barbara
6/8/2022
Clergy Comp - year 1
Clergy Comp webinar
Communications
1 hours
Barbara
6/7/2022
Clergy Comp - year 1
Clergy comp report work and discussion of comp config changes with Steve
Coding Communications Product management
4 hours
Steve Paul
6/7/2022
Clergy Comp - year 1
Report screen review with Paul and Will (TX)
Product management
0.5 hours
Barbara
6/6/2022
Clergy Comp - year 1
Continued making edits to clergy comp reports
Coding
4 hours
I got it so that there is an attribute called ClergyComp-Options to which you put a comma-delimited string of options.
Paul
6/3/2022
Data Core
Updated the UMC Data Core ACs for AC attended
Coding
0.25 hours
Deactivated ACs older than 2020 and added 2022
Paul
6/2/2022
Clergy Comp - year 1
Continued working on updates to the clergy comp reports
Coding
3 hours
Got it so that custom attributes can affect display in comp reports. Experimented with one way of doing a header in the report but then backed out of doing it that way because it's too brittle.
Paul
6/1/2022
Clergy Comp - year 1
Worked on updates to the clergy comp report
Coding
3.5 hours
I show only fields used. I worked on the layout and look. Still more to do.
Paul
5/26/2022
Clergy Comp - year 1
Clergy comp improvements discussions
Communications Product management
3 hours
Discussed with Will Reed and Barbara Gomes updating the reports. Also had a Zoom with several folks and we discussed updates that needed to be made to clergy comp.
Paul
5/26/2022
Clergy Comp - year 1
Clergy comp improvements discussions
Product management
1.75 hours
Barbara
5/26/2022
Clergy Comp - year 1
Talking with Will and Barbara about updates to the report in the clergy comp module
Product management
0.5 hours
Paul
5/26/2022
Clergy Comp - year 1
Talking with Will and Paul about updates to the report in the clergy comp module
Product management
1.5 hours
Barbara
5/24/2022
Data Core
Updated UMC Data Core by adding Tennessee–Western Kentucky and deactivating Memphis and TN
Coding
0.5 hours
Paul
5/20/2022
Data Core
5/20/22 advisory panel meeting prep and wrap-up
Communications
1.75 hours
Including 15 minutes here for Steve as well.
Paul
5/20/2022
Data Core
A bit more time updating the calendar tags to indicate selected-ness
Coding
0.5 hours
Takes a while to test a million different options and that will work across a whole bunch of sites. I settled on something minimal.
Paul
5/20/2022
Data Core
Advisory panel meeting
Communications Product management
1 hours
Barbara
5/20/2022
Clergy Comp - year 1
General testing after Steve's calculation JS changes
Coding
1.5 hours
Barbara
5/19/2022
Clergy Comp - year 1
Changed calculation JS to blank calculated fields
Coding
1.5 hours
Steve
5/19/2022
Clergy Comp - year 1
Discussing blanking out show/hide fields functionality
Communications
0.75 hours
Barbara
5/19/2022
Data Core
Updating the calendar to show selected-ness
Coding
1 hours
Paul
5/18/2022
Data Core
Updated the fund balance page to have church name
Coding
0.75 hours
A seemingly simple change took a bit longer because I had to deploy the fund balance into the fake conference in order to see.
Paul
5/16/2022
Clergy Comp - year 1
Allow Drop Down questions to be validated, single value only
Coding
Steve
5/6/2022
Data Core
Advisory panel meeting
Communications Product management
1 hours
Barbara
5/6/2022
Data Core
Advisory panel meeting and time after discussing some side topics with various people
Communications Product management
1.5 hours
Paul
5/5/2022
Data Core
Centralizing BAC question 57 from WNC
Coding
4 hours
Paul
5/5/2022
Data Core
Looking at Basecamp about various things in the advisory panel
Product management
0.25 hours
Paul
5/4/2022
Data Core
Appointment Tool 2 Training
Training
1.25 hours
Paul
5/4/2022
Data Core
Reg System - Added permission by tag - Testing
Coding
2 hours
Steve
5/4/2022
Data Core
Time working with Jane about appointment tool 2 changes
Communications
0.75 hours
Because we are maxed out on the appointment tool maintenance, I'm logging it under the UMC Data Core
Paul
5/3/2022
Data Core
Reg System - Added permissions by Reg Tag
Coding
6.5 hours
Steve
5/2/2022
Data Core
Discussion with Steve about changes to the reg system requested by the advisory panel
Communications
0.25 hours
Permissions by tag, middle name, edit button for non-admins
Paul
4/26/2022
Data Core
Answered question about why a WV church dashboard was blank
Tech support
0.25 hours
Their church was set to inactive on the login info
Paul
4/26/2022
Clergy Comp - year 1
Functions changes
Coding
2 hours
Allow ReadOnly="true" fields to show/hide and be used in formulas
Steve
4/22/2022
Data Core
Advisory panel meeting
Communications Product management
Barbara
4/22/2022
Data Core
Advisory panel meeting and some cleanup work after
Communications Product management
1.5 hours
Paul
4/21/2022
Data Core
Did some project management, reviewing the to dos. Also looked to complete the "FormVites status" tasks
0.5 hours
I did not complete the "FormVites status" task because upon looking at the code, it would take a number of hours to do and we/I thought it was going to be something simple.
Paul
4/21/2022
Data Core
Updated the Appointment Tool 2 and website config to have a "null end data salary records are current" checkbox
Coding
0.75 hours
Paul
4/18/2022
Data Core
Time spent creating a deploy instructions document for the church dashboard
Documentation
1 hours
https://help.brickriver.com/article/326-how-to-deploy-a-church-dashboard-to-a-conference
Paul
4/14/2022
Clergy Comp - year 1
Tested and tweaked bit field calcs
1.25 hours
Steve
4/13/2022
Clergy Comp - year 1
Added support for calculations on bit fields
Coding
1.5 hours
Steve
4/13/2022
Data Core
UMC Data Core product management. Organized to dos and made suggestion about "important files" centralization
Product management
0.25 hours
Paul
4/13/2022
Data Core
Updated the Appointment Tool 2 to show a message of loading graphs from GCFA
Coding
0.5 hours
Sometimes the church graphs from GCFA don't load on first fetch. So, I put a message telling them this and give them a link to reload the person. I am logging this time against the UMC Data Core because there is no time left in the Appointment Tool management.
Paul
4/13/2022
Clergy Comp - year 1
Uploaded clergy comp round-table video and told people about it.
Communications
0.25 hours
Paul
4/12/2022
Data Core
A tweak to alignment history - change date
Coding Communications
0.25 hours
Talked to Leslie in GCFA about the alignment history update and we both thought it important to add "change date" as a field.
Paul
4/12/2022
Data Core
FormVite Changes - Testing and deployment
1 hours
Steve
4/12/2022
Data Core
Paul communication and help articles on FormVites, fund balance, alignment history
Communications Documentation
2.5 hours
Paul
4/12/2022
Data Core
Product management and communication time with Roland about a suggestion he had on fund balance
0.25 hours
and also answering tech support question to Barbara Eastman for New York about clergy comp. I'm pulling time out of the general UMC data for this few minutes.
Paul
4/11/2022
Data Core
FormVites by category - tweaks and testing
4 hours
Steve
4/11/2022
Data Core
FormVites work with Steve
Communications
0.5 hours
Brainstorming with Steve over two sessions on how to implement filtering by district
Paul
4/11/2022
Data Core
Fund Balance Centralization. A bit more cleanup work and making a video
Communications Documentation Product management
0.5 hours
Paul
4/11/2022
Data Core
Reviewed Chris Hampton's video about BAC and other reports and posted comments
Communications
0.25 hours
Paul
4/10/2022
Data Core
Barbara advisory panel meeting and building alignment history with Paul
Coding Communications
2 hours
Barbara
4/10/2022
Data Core
Built alignment history with Barbara Eastman
1 hours
Paul
4/10/2022
Data Core
Fund Balance Centralization Sunday Semi-Dangerous Work
Coding Communications Documentation
3 hours
I centralized it, put Florida and Wisconsin on central, made documentation.
Paul
4/8/2022
Data Core
4/8/22 advisory panel meeting
Communications
Paul
4/8/2022
Data Core
Fund Balance centralization first work church Friday
Coding
3 hours
Made changes to central for views, layout, central css and script file. Also, assessed what needed to be done.
Paul
4/8/2022
Data Core
Steve coding the FormVites tagging. Filtering by tag to be able to sort by district
Coding
12 hours
Steve
4/6/2022
Clergy Comp - year 1
Clergy comp training and "Playbook" documentation
Documentation Training
2 hours
I created a "Clergy comp playbook" help article in our user guides area of our site and then I did a one hour training with conference.
Paul
4/1/2022
Data Core
Helping Meredyth with a church dashboard question
Tech support
0.5 hours
Paul
3/30/2022
Data Core
Added ON THE RECORD calculations for person: age, anniversary and church: started age
Coding
0.33 hours
Paul
3/30/2022
Clergy Comp - year 1
Allow FieldSets to have Show/Hide formulas
Coding
0.5 hours
FieldSets didn't previously allow calculations, mainly because they don't have a value. But Show/Hide made sense, so it now works for FieldSets
Steve
3/29/2022
Data Core
Discuss BAC module
Communications
1.25 hours
BKE - prep .5, meet .75
Barbara
3/29/2022
Data Core
Discuss BAC module with Barbara
Communications
1.25 hours
Paul
3/25/2022
Data Core
Advisory panel meeting and post discussion and video upload
Communications Product management
2.5 hours
Barbara Paul
3/24/2022
Data Core
Updated the Churches view to show currently assigned people's email and current clergy's email
Coding
0.25 hours
Saw this is a V3 request and realized it was an easy UMC Data Core change.
Paul
3/15/2022
Clergy Comp - year 1
Clergy Comp Form and Config Browser
Coding
3 hours
I created a way for people to browse clergy comp forms and the configs. It goes into the documentation so conferences can see what others are doing in terms of formulas and more.
Paul
3/11/2022
Clergy Comp - year 1
Report Updates
Coding
3 hours
Changed report format for related records. We did this to improve display of Salary Splits across multiple churches.
Steve
3/11/2022
Appointment Tool
Updated the Appointment Tool 2 with church number and person name suffix
Coding
0.5 hours
Paul
3/10/2022
Data Core
Advisory panel meeting
Product management
3.25 hours
Met with the advisory panel and discussed our process and also charge history in Wisconsin
Barbara Paul
3/10/2022
Clergy Comp - year 1
Clergy comp discussion and updates to support Iowa multi forms
Coding Communications
0.8 hours
Steve and I discussed changes required to support multiple comp forms on the same Salary record. We also discussed fixes for... -
Paul
3/10/2022
Clergy Comp - year 1
Clergy comp product management
Product management
0.25 hours
Scheduling time to meet about clergy comp issues.
Paul
3/10/2022
Data Core
Question regarding Has Current Assignments on Church Index
Tech support
1 hours
The Has Current Assignments filter on the Church Index considered all assignments. The Current Assignments Relationship on the Church Detail only showed assignments with a person. We changed the index filter to match the detail filter, now Has Current Assignments on the index only considers items with a person too.
Steve
3/10/2022
Clergy Comp - year 1
Working on clergy comp changes
Coding
2 hours
updated: split config, working on making it support multi-form for Iowa and all, looked at printing issue on wide PDFs
Steve
3/9/2022
Clergy Comp - year 1
Group call to discuss Roland's multiple forms idea
Communications
5 hours
In the call: Steve Brunton Barbara Eastman Barbara Gomes Steve Loher Roland Minshall Paul Schneider Lisa Wink
Steve Barbara Barbara Paul
3/8/2022
People Portal
Did a bit more work on journal reports
Coding
0.25 hours
Paul
3/8/2022
People Portal
Staff reports. A solid chunk of time on the journal church report
Coding
5 hours
Paul
3/7/2022
People Portal
Began work on journal reports
Coding
2 hours
Began work on altering the people portal layout to include an area for "journal reports" and also possibly other reports.
Paul
3/4/2022
Data Core
Data Core product management
Product management
1 hours
I organized all the suggestions and assigned some advisory board members as owners. I also updated the maintenance page a bit more
Paul
3/4/2022
Clergy Comp - year 1
Time discussing with Roland an update to Clergy Comp where they can split out benefits into a separate form
Communications
1 hours
Chatted with Roland. They need to break out their form into two forms.
Paul
3/3/2022
Data Core
Creation of page to track modules time
Coding
4 hours
Time spent to create page that shows module time usage, along with advisory panel members.
Paul
3/2/2022
Data Core
Discussing with the advisory board and other people updates
Coding Communications Product management
1 hours
Also changed "exclude closed" to be "exclude closed and dormant" and updated the "visibility" filter on churches to NOT show churches that are dormant. Spent about 30 minutes on this with the coding and discussion and then I spent another 30 minutes organizing the feature requests in Basecamp and discussing process.
Paul
3/2/2022
People Portal
Discussion of journal reports addition to people portal
Product management
0.25 hours
Simply discussing the topic of putting journal reports into the people portal
Paul
2/24/2022
Appointment Tool
Barbara G finishing touches
Coding
8 hours
Time by Barbara creating the: download screen -- which includes showing metrics in a column. Also, adding the "clergy couple" column.
Barbara
2/17/2022
Clergy Comp - year 1
Tweaks for Steve Loher of printing the report
Coding
0.5 hours
Updated the printing of clergy comp reports.
Paul
2/15/2022
Appointment Tool
Appointment Tool 2 creation
Coding Communications Documentation
165 hours
All the time spent by Paul working on creating the Appointment Tool 2 from early January to mid February. About 30 hours per week for about 5.5 weeks.
Paul