2021 December Working Meeting

Attendees: John Castelloe, Dar Veverka, Trish Perkins, Andy Utkan

Agenda:

• Package Status
  • Permissions Update
    • Need to check with Shun - Trish will do - see Nov meeting notes
  • Removing contact record types
    • Need to check with Shun - Trish will do - see Nov meeting notes
  • Send to Cori for Checkmarx - who would like to own?
    • Dar - will pick this one up - use Github code base, wiki
  • Survey Package Status
    • Need to check with Jung- John will own
    • 1/2/2022: I think John made an update on fields. I extracted the data dictionary for those changes here. I believe we are waiting on the last update (1-b Removing contact record types) from the main Salesforce Package that the sample surveys package also can be supplied with the changes from the main package.
• GitHub Outstanding Tasks/Needs Assignment
  • Heroku MFA - #64
    • Dar will own
  • New Automation Page - #68
    • Background - Bhim had worked on automation that would populate visit records on a child object for a medical record object in an org he worked on.
    • Sample flows - moving data from surveys to Contact object or a child/custom object
  • GRMS Hub Group - #67
    • Trish will own
  • What to do with the user stories for HC & DR
    • Usefulness/need for a custom Case object for many scenarios
    • Usefulness of the standard Case object for others
    • Need - List of people who should show up on a field worker’s phone- case list
    • Reviewed the CDW setup in the live org Trish & Bhim have worked with (Darjeeling) - good discussion on where do we take this next
      • Take away - for us to work with the User and Client Relationship junction object and see how workable this is. (Dar will add task to project)
• Next Steps
  • Next Meeting - Jan 4th
  • Mini-Sprint Participation?
    • Take away - think about
  • Roadmap for features?
    • See above
  • Need tasks
    • Fix SF documentation on package items- missing Users & Relationships objects, may be others