2022 UMC modules work log

Main UMC page | Data Core product management

2/24/2023
Data Core
Advisory Panel Meeting
Communications Product management
0.5 hours
Barbara
2/24/2023
People Portal Data Core Appointment Tool
Advisory panel meeting and changes to appointment tool
Coding Communications Product management
4 hours
This was over two days of time
Paul
2/15/2023
Appointment Tool
Appointment tool 2 second update to YUA
Coding
0.5 hours
Updated this in the side panel as well
Paul
2/15/2023
Appointment Tool
Appointment tool 2 update of YUA to include ext min name and list
Coding
1 hours
I altered it so that the YUA in the main screen will show if they are at a list or name of an ext min.
Paul
2/10/2023
People Portal
Adding sharing by conference relationship to people portal sharing
Coding
2 hours
Now you can do sharing in the people portal by conference relationship.
Paul
2/10/2023
Data Core
Advisory Panel Meeting
Communications Product management
1 hours
Barbara
2/10/2023
People Portal
Documentation work on People Portal
Documentation
4 hours
This is Laura and Lauren working on a People Portal doc. And Paul too.
Laura Lauren Paul
2/10/2023
Data Core
Tasks management
Product management
0.5 hours
Basic looking at work and organizing.
Paul
2/10/2023
Data Core
Time on the advisory panel meeting
Communications Product management
1 hours
Steve
2/10/2023
Data Core
UMC Data Core meeting
Product management
1.5 hours
Paul
2/10/2023
Data Core
UMC Meeting
Communications Product management
1 hours
Cesar
2/6/2023
Appointment Tool
Two tech support items related to the appointment tool
Tech support
0.5 hours
Paul
1/27/2023
Data Core
Advisory Panel Meeting
Communications Product management
1 hours
Barbara
1/27/2023
Data Core
Prep, during, and post advisory panel meeting
Communications Product management
2 hours
Paul
1/27/2023
Data Core
Time on the advisory panel meeting
Communications Product management
1 hours
Steve
1/27/2023
Data Core
Zoom meeting on UMC
Communications Product management
1 hours
Cesar
1/19/2023
Data Core
Tech support on fund balance questions and church dashboard questions
Tech support
1 hours
Paul
1/13/2023
Data Core
Advisory Panel Meeting
Communications Product management
1 hours
Barbara
1/13/2023
Data Core
Attended UMC Meeting
Communications
1 hours
1/13/2023
Appointment Tool
Checking into how "affected" works based on a question Lisa Wink had
Tech support
0.25 hours
Lisa had a question and I needed to review the code on affected. I saw how it was working and then emailed Lisa.
Paul
1/13/2023
Data Core
Time on the advisory panel meeting
Communications Product management
1 hours
Cesar
1/13/2023
Data Core
Time on the advisory panel meeting
Communications Product management
1 hours
Steve
1/9/2023
People Portal
Support on People Portal
Tech support
0.25 hours
Telling Lisa A how to configure for inviting people to see certain church FormVites
Paul
1/5/2023
Appointment Tool
Updating churches screen in appt tool to show open for zero serving
Coding
1.75 hours
I added a new column called number serving and I also altered the status so it will show open if the number serving is 0 and no one is coming.
Paul
1/4/2023
Appointment Tool
Appointment Tool 2 changes after a WI training session
Coding
1 hours
I updated the appointment tool to have "blank" as the option when move status is not set and I also updated the picker so that people can set the move status to blank... in the case that they have set it but want to change it back to nothing.
Paul
1/3/2023
Appointment Tool
A video of changes in the Appointment Tool 2 and deploying that out to all
Coding
0.5 hours
Paul
1/3/2023
Clergy Comp - year 2
Looking into a clergy comp issue for Lisa Wink
Coding
0.25 hours
Paul
1/3/2023
People Portal
People portal first time entry of year but no work
Product management
0 hours
Paul
1/3/2023
Data Core
Year start UMC Data Core reporting tweaks
Communications Product management
1 hours
Setting up the page to report out the hours and also communicating on Discord.
Paul
12/26/2022
Data Core
More tweaks and buffs to appointment tool
Coding
2 hours
Worked on Christmas morn and day after. Added preloading and lazy loading. And deployed changes to all. Adding to data core because the appointment tool has been out of time for 10 months.
Paul
12/24/2022
Data Core
Adding YUA as an option on the main list of people and lazy loading relateds on getperson()
Coding
4 hours
On the appointment tool. No time left in it so adding to the Data Core. Over two days and twice on Saturday.
Paul
12/22/2022
Data Core
More updates to the appointment tool
Coding Communications
3 hours
Making the comp list in detail be dynamic. Tagging to UMC Data Core because appointment tool is out of time.
Paul
12/22/2022
Data Core
Updates to the appointment tool
Coding
1.5 hours
Taking out of data core cause appt tool is out of time.
Paul
12/20/2022
Data Core
Added notes to the UMC Data Core Trainings
Coding
0.25 hours
Barbara Paul
12/16/2022
Data Core
Advisory meeting
Communications Product management
1.25 hours
Steve
12/16/2022
Data Core
Advisory Panel Meeting
Communications Product management
1 hours
Barbara
12/16/2022
People Portal
Began work on adding a conference relationship permissioning in the people portal
Coding
0.75 hours
Began working adding to central views of websites and people portal sharing. Began altering the code in the people portal.
Paul
12/16/2022
Data Core
Time on the advisory panel meeting
Communications Product management
1.5 hours
Paul
12/16/2022
Data Core
Time on the advisory panel meeting
Communications Product management
1.25 hours
Cesar
12/13/2022
Data Core
Updated the appointment tool 2 with regards to calling metrics-report
Coding
1 hours
The restarted construction of UMData.org has caused the breaking of the AT2 calling the metrics-report. I worked and worked but ultimately copied the report into a new page and simplified it a bit. But as Cesar and we build back up UMData.org, we will merge that back in and make the metrics-report page callable a couple of ways with different layouts.
Paul
12/12/2022
Data Core
Lauren and Laura time on UMC-specific user guide articles or announcements about features
Communications Documentation
11 hours
This is was over several months of time.
Laura Lauren
12/12/2022
People Portal
Update to the people portal. Added "voluntary retirement" options in the clergy directory
Coding
1 hours
Paul
12/8/2022
Data Core
Discussion of edits to appointment report and also fixing a clergy directory in OKUMC based on the non-church connection changes we made
Coding Communications
1.5 hours
Paul
12/2/2022
Data Core
Advisory Panel Meeting
Communications Product management
1 hours
Barbara
12/2/2022
Data Core
Coding ext min updates and the appointment report
Coding Communications Product management
7.5 hours
and this also includes the weekly advisory panel meeting of one hour. And the uploading and processing of the recap.
Paul
11/30/2022
Data Core
Appointment tool changes and a bit more on the appointment report
Coding
1 hours
Paul
11/29/2022
Data Core
Work on the appointment report with Lisa Wink
Coding Communications Product management
1 hours
Paul
11/18/2022
Data Core
Advisory Panel Meeting
Communications Product management
1 hours
Barbara
11/17/2022
Data Core
Coding ext min status changes, OP, appointment book report, and the zoom meeting and cleanup
Coding
7 hours
Paul
11/17/2022
Data Core
Data core product management and also discussion with Eastman on non-church connections
Communications Product management
0.75 hours
Paul
11/17/2022
Data Core
Discuss non-church connections with Paul
Communications Product management
0.25 hours
Barbara
11/2/2022
Data Core
"Disaffiliation status" added to the UMC Data Core AND to the appointment tool
Coding Communications
1 hours
Paul
11/1/2022
Data Core
Discussion of adding "disaffiliation status" as a field in churches to the core
Product management
0.5 hours
Paul
10/21/2022
Data Core
Advisory panel meeting plus time before and after working and organizing
Communications
2 hours
Paul
10/21/2022
Data Core
Data Core Advisory committee meeting
Communications
1 hours
Barbara
10/21/2022
Data Core
Update Extension Ministries and Clergy Statuses with James' input; send to Laura and make several rounds of updates
Communications
0.75 hours
Barbara
10/20/2022
Data Core
UMC Data Core small updates 10/20/22
Coding Communications
2.5 hours
- Two fund balance page updates - AC Stats auto-log-in - Researched erroring "clergy currently serving" relationship (incomplete at the moment) - Centralized the Add an 'Extension Ministries and Statuses' - ext: UM Connectional Structures (¶344.1a) - Looked into searching saved searches and time zone in calendar
Paul
10/7/2022
Data Core
Advisory panel meeting and follow-up
Communications Product management
1.5 hours
Paul
10/7/2022
Data Core
Data Core Advisory committee meeting
Communications
1 hours
Barbara
9/15/2022
Data Core
Meet with LaTarsha and Laura re: extension ministries
Communications
1 hours
Barbara
9/14/2022
Data Core
Appointment tool tech support
Tech support
0.5 hours
Needing to apply to data core cause appt tool 2 is out of hours.
Paul
9/12/2022
Data Core
Appointment tool people filt4er
Tech support
0.25 hours
Helped Sarah in AWF with who shows in appointment tool people
Paul
9/9/2022
Data Core
Panel meeting and product management
Communications
4 hours
Before and after management of the tasks and the meeting.
Paul
9/9/2022
Data Core
UMC advisory panel meeting
Communications
1 hours
Barbara
9/4/2022
Data Core
Added Apportionment Data As Of Date and looked into GCFA Database ID
Coding
0.5 hours
Paul
8/29/2022
Data Core
Answered a question for Meredyth about the appt tool
Tech support
0.25 hours
Adding to UMC Data Core since Appt Tool is out of time
Paul
8/26/2022
Data Core
Advisory panel meeting
Communications
1.5 hours
Paul
8/26/2022
Data Core
People portal webinar and also advisory panel product planning
Coding Communications
2 hours
Paul
8/25/2022
Data Core
Review and respond to Laura's ext ministry suggestions
Communications
1 hours
Barbara
8/18/2022
Data Core
Updated the code for Appointment Tool 2 to do a better select the current salary records
Coding
1 hours
I'm logging this against the UMC Data Core because the Appointment Tool 2 is way way way way way way over time. :-)
Paul
8/15/2022
Data Core
Discussion of FormVite updates
Product management
0.75 hours
Discussion with Steve and clients on updates to FormVites
Paul
8/12/2022
Data Core
UMC advisory panel meeting
Communications
1 hours
Barbara
8/11/2022
Data Core
Project management around UMC Data Core
Product management
0.5 hours
Reviewing tasks. Organizing. Communicating.
Paul
8/9/2022
Data Core
Tech support on church dashboard and UMC Data Core for Abbi in WV and Meredyth in SG
Tech support
0.5 hours
Abbi had tech support issues on the church dashboard and Meredyth with a change made to extension ministry statuses in the UMC Data Core.
Paul
8/6/2022
Data Core
Fixed clergy listing and detail pages in OKUMC due to change in Data Core
Coding Tech support
0.5 hours
Paul
7/29/2022
Data Core
UMC advisory panel meeting
Communications
1 hours
Barbara
7/29/2022
Data Core
UMC advisory panel meeting, prep before, and changes made after
Coding Communications Product management
3.5 hours
344.1 changes Voting rights changes CEU and lifelong learning changes
Paul
7/28/2022
Data Core
AC voting rights and some product/project management time
Coding Product management
1.5 hours
Paul
7/26/2022
Data Core
Data Core project management
Product management
1 hours
Various discussions
Paul
7/22/2022
Data Core
Incoming Email processing
Coding
1 hours
Steve
7/21/2022
Data Core
Incoming Email processing
Coding
2 hours
Steve
7/21/2022
Data Core
Set up Asana as the project management system for UMC Data Core product management
Product management
4 hours
I built the Asana project. I added all the tasks in Basecamp. I built a submission form and a public shareable view so that non advisory panel UMC folks can see what's happening.
Paul
7/20/2022
Data Core
Incoming Email processing
Coding
3 hours
Steve
7/19/2022
Data Core
Incoming Email processing
Coding
7 hours
Steve
7/18/2022
Data Core
Incoming Email processing
Coding
7 hours
Steve
7/15/2022
Data Core
Advisory panel meeting and follow-up work
Product management
1 hours
Another great meeting with the advisory panel!
Paul
7/15/2022
Data Core
Incoming Email processing
Coding
3 hours
Steve
7/14/2022
Data Core
Work on the email change that the UMC Data Core advisory panel asked for
Product management
1 hours
Steve and I discussed and figured out the spec. We called Ben and Chris to discuss.
Paul
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
7/1/2022
Data Core
Emailing with James Mason regarding AC voting status filters
Communications
0.25 hours
6/27/2022
Data Core
Updated AC Attended categories so they are NOT inactive
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
6/3/2022
Data Core
Updated the UMC Data Core ACs for AC attended
Coding
0.25 hours
Deactivated ACs older than 2020 and added 2022
Paul
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
5/19/2022
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
5/6/2022
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
4/22/2022
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
4/13/2022
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
4/12/2022
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
4/1/2022
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
3/29/2022
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
3/11/2022
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
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
3/8/2022
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
3/3/2022
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.
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

Privacy policyTerms of service Status Contact us