2022 April Working Meeting

Attendees: Dar, Cori, Trish, Shun, Andy

Agenda

GRMS Package - Review MVP/MLP Roadmap:

• Fix the record types to contact picklist issue w/Heroku - DONE
  • Beta Package Testing Results - check here for links
• Get the client download list working - STALLED
  • Any app changes
    • Eureka! It turns out the base code is there- Shun went into the code and we can see where it should be working but does not. Dar posted a screen shot of the client showing no client list- just surveys
    • Shun will look at what’s going on
  • Automations that help with this
    • Trish- will ask Bhim if any documentation/pick his brain a bit
    • Can check out February’s recording for demo of his PB’s
  • Documentation
    • Trish- will ask Bhim if any documentation/pick his brain a bit
• Get documentation - NEED VOLUNTEERS
  • Priority - Updated for Contact picklist instead of record types - #73
    • Dar will try to take this one
  • Priority - What do you do once you have everything loaded and logins for your field workers - how do you USE this app.
    • Trish has some of this in her ScreenSteps app- will work on weekend of the 23rd.
  • Priority - Update Heroku how to steps
    • Dar will take this one
  • Get this done by next meeting - May
  • Who attended Thad’s session and would like to give an overview?
    • Recording & Slides

GRMS Package- Misc Items

• Survey package
  • Ready to sign off on this for a supplemental package after testing with new beta?
  • From Cori
    • Would be nice to do an installer pre-check to see if they have the layout done on the field survey base record layout or simliar
• Review & Finalize field names -progress? - #62
  • Do we hold the package for this?

User Client Relations Object Configuration

• Testing original setup yielded nothing in mobile client
• Ideas to get this one to market.
  • Is there documentation from Bhim’s org we can use to add these features to the public version?
• Do we continue holding the MVP/MLP for this?
  • Yes! See notes above- we’ve had a breakthrough

Next Steps

• Get new package posted & to Cori for scan.
  • Is this our final for submission?
    • Hoping to release this summer!
• More Devs? Status?
  • For Dar - hold on this- may not be needed
    • Write down/record video demo of what is needed for the User & Client Relationship piece
    • Post screens of client - no client list
  • For Shun
    • Add dependency for survey add on pack to the main package
• Next Meeting - Same time slot for May?
  • No - need to change time due to Trish being in Europe