2022 August Working Meeting

August 8th, 2022

**Attendees: **

• Trish, Dar, Cori

Agenda:

1. GRMS Package

   • Current versions
     • Any testing issues found?
   • Final version

2. Survey Package

   • Remove Survey Perms Set

3. Documentation

   • Installation Documentation Update
     • Trish & Dar
     • Need folks to test it
     • Next up- Setting up Field Workers for Success
     • Heroku and Mobile last run throughs
   • Flow Documentation
     • Update:
       • Richardson
   • Apple Account
     • Go with an account set up by Shun - use the OSC GRMS gmail
       • Get Receipt!

4. Security Review Checklist!

   • AppExchange Listing Text - Volunteer Needed!
     • Trish’s
     • Cori - will review
   • Checklist walk-through
     • Only the sections marked as OSC Team are ours. Will work on the checklist - Dar will assign out pieces/poke folks for assistance. Much of it is simple answer questions.

5. Next Steps & Misc

   • Dreamforce proposal submitted. NetHope slot offered at a booth & proposal submitted.
     • Got waitlisted for DF but did not get in. Still waiting on NetHope proposal but have a virtual booth slot there at least
     • We have committed to getting GRMS to security review by Dreamforce at the latest (Sept 20th)
     • Who all is going to DF?
   • Next Meeting
   • Requested Features list!
     • Delete unsynced Survey on client
     • Conditional fields or branching logic possible?