Change Log

  QA

 Prod.

 Sprint

 Function/Notes

• Enhancements for Master Grid, including grouping values in a column
• Ability to Resend an email with a signature to remind user to Sign
• Placement Privacy control has been added to the NG form editor
•  eSignature: Volunteer are now able to sign waivers throughout their workflow

• Performance_Improvements
• Improved Scheduling (see below)

•  Significant Performance Enhancements 
   though front end Data processing. 
• Improvements to the Calendar when adding a date to a survey:
  
  

Ability to use Current Date in filters

Ability to see Volunteers listed in Day view

Automation Enhancements:

• Assign Surveys to Opportunities
• Move to Records to Folders

Ability to Rotate image from Vol Attachments

• Resend Waiver option to remind signers
• Ability to store Waivers as flat PDFs
• Permissions for QR Codes for Surveys         articles coming soon.....

•  Multi-Factor Authenticator for Coordinator Login enhancements.
• Resend Waiver option to remind signers

• Global Status changed from ACTIVITY to just Volunteer Status or Organization Status (note: this is configurable so you can keep the name Activity Status if that is what you are used to seeing).
• New record in the Volunteer's history when a placement with and opportunity fails.

•   Import Tool:
  Ability to import referrals or placements.

• Ability to trigger Automation when a
  volunteer removes themselves from a shift from the Recruiter (such as, send an email to their supervisor).
• Log Book Hours Sorting Options:
  Ability to sort Log Book Entries: view hours  by Drop-Down type Logged Data Field.

Enhancements to Mobile Options on the Sign-In Station

This feature is design to set parameters for the distance around the Sign-In Station to assure that Volunteers are logging in and out within range of their service.

When the checkbox is selected, set the parameters for the Sign-In Station based on the:

   Organization Coordinates
   Opportunity Coordinates or
   Custom Coordinates*

Once the coordinates are entered, you can verity the accuracy by selecting "Show Map"

*You can find coordinates to just about anything by searching on Google Maps and clicking on the Long/Lat values. 

 To see a complete list, click in window and full list will appear

To Search, start typing in window to see results

Item removed: For consistency, the ability to generate a QR code has been removed from the Sign-In Station editor but will still be accesses from the Main Grid for Sign-In Stations.

Grid Search Option added to Columns

 02/07/24

 02/14/24

Sprint 92

 01/23/24

  01/30/24

  🔁  Automation: Ability to Enable or Disable Automation upon creation 

  📅  Calendar: update

 Before: less contrast between views made it less clear about which view is selected

 After: more contrast makes it clearer which view is selected

  📒 Log Book Entry: New feature in Logged Data Field

                    Hours displayed as %                                              Display as HH:MM         

 01/09/24

•   Hotfix: Bug fixes to eRecruiter Attachments (Version 2222)
  **please contact your account manager
     if you would like to enable this feature.
• eSignature: Ability to assign and email 
    template for multiple signers

Ability to view Background Check History from the Volunteer History Tab.      

Ability to view the "most recent Recruiter login" from the grid view. Now you can see in the grid view when volunteers last logged in to their profiles. You can also filter for date ranges to see patterns. 

   Enterprise Scalability and other new   
   development work (future releases).

Calendar 

 New field: Shift Title

eRecruiter:
Viewable Passwords 

 *please contact your account manager
   if you would like to enable this feature.

Prerequisites

 Recruiter Availability

Enterprise development work  (unreleased)

• Activities Feature

 
  Admin Options:         Prerequisites Tab 

 Ability to add a message     with details about the   prerequisite. 

Released: Add message for volunteers about a prerequisite

⭐ Recruiter compatibility coming soon!⭐

 Enterprise development work  (unreleased)

• Activities Feature
• AFF  Grid

 Scale to Enterprise development work  (unreleased)

• Activities Editor
• AFF Grid 

 Scale to Enterprise development work  (unreleased)

• Activities Editor
• Logic Editor

 Scale to Enterprise development work   (unreleased)

• Activities Editor
• Relationships between organizations

 Scale to Enterprise development work  (unreleased)

• Organization Enhancements
• New Profile: Activities

• Samaritan eSignature Solution work
• New Feature: Affiliation or the ability to associate volunteer records with organizations to include a status and tracking dates

  CHANGE NOTICE from 3rd Party Plugin :

Oracle has announced that they will terminate the AddThis plugin starting on May 31, 2023. In order to avoid confusion for volunteers, Samaritan has decide to remove it from all recruiters. Please see this site for more information:  https://www.addthis.com/

Sign-In Station improvements:

URLs and QR code use Station ID # rather than eC user login.
Ability to set early sign in 2 or 3 hours in advance. 

04/04/23

04/11/23

Sprint 70

Automation

Search function

ID Column added to the grid for Automations to make it easier to search by ID number.

Automation

Opportunity Automatic Hours numerical field

Add the ability to enter a numeric field when setting automatically create hours for multiple opportunities.

Automation

Trigger Options

Add Survey Title as available options in Trigger

Calendar

Shift time span

When shift end time is 12:00 a.m. store as 11:59 so that the shift does not span two calendar days.

AMS

User Role Login Options

Refinements:  set eC user with multiple roles to log in 

Sprint 69

ALL

Performance

Enhancements, bug fixing and & Refactoring

AMS

User Role Login Options

BETA:  set eC user with multiple roles to log in to

  🎉  Automation Enhancements to have a big impact on the overall performance for users!

The new Automation running indicator will show possible delays in the system due to an Automation currently in  process.

When this displays, you can go about your work as usual, you do not need to wait until it is complete.*

 
Another item you may notice is a toast that appears when an on-save automation is triggered. This message displays if your changes have triggered automated emails. It also appears on the main grid. If you did not ant to trigger and email, you can click "Don't Send". If you're not sure, you can click on "See Details."

2022

11/28/2022

12/06/2022

Number of Shift Placements

The setting in the calendar "min/max" has been replaced with [number placed] of [Max number allowed]. 

11/28/2022

12/06/2022

 Editor for Global Message: 

Search options for columns:

11/28/2022

12/06/2022

ADMIN
options

11/15/2022

11/22/2022

ALL

• Automation and Performance Enhancements

09/07/2022-11/08/2022

ALL

• Ability to Automate a message on the Sign-In Station
• Performance Enhancements

   09/06/22

    09/13/22

ALL

ALL

Work in progress has not yet been released. No other changes to report at this time.

   08/22/22

    08/30/22

ALL

ALL

Work in progress has not yet been released. No other changes to report at this time.

   08/09/22

    08/16/22

ALL

ALL

Work in progress has not yet been released. No other changes to report at this time.

  07/26/22

  08/02/22

ALL

ALL

Work in progress has not yet been released. No other changes to report at this time.

  07/12/22

 07/26/22

eCoordinator

Sign-In Station

New formatting layout for  Sign-In Options

  06/28/22

 07/05/22

Email

Merge Field Search Option

Start typing the name of the field that you want too insert:

  06/28/22

 07/05/22

Automation

Reminder Text

Ability to send a text message reminder for shifts.

 06/14/22

 06/21/22

Email

Sign-In Station 

We have added the ability to create a message to appear to volunteers (individual or group) as they sign in. 

  05/018/22

05/31/22

ALL

This past Sprint cycle included general maintenance, security updates, and work on internal projects not yet deployed. Small, low risk bug fixes have been added.

 04/19/22

 04/26/22

eC

Display error corrected: 

Any of you who might have seen this display error will be happy to know that it has been corrected!

 04/05/22

 04/12/22

eC

 04/05/22

 04/12/22

ALL

General Maintenance and Internal Projects not yet deployed

 03/08/22

03/15/22

ALL

General Maintenance and Internal Projects not yet deployed

 02/22/22

2/29/22

AMS, RMS, eC, Sign-In Stations

 Added link to Samaritan's     Privacy Policy to all pages

  02/8/22

  2/15/22

eC

Two new options for Automation Actions:

article pending

  2/8/22

  2/15/22

eC

Ability to copy filters in "Apply To" step

1/24/22

1/31/22

eC

Ability to copy value from Log Book to Vol, Opp or Org UDF
article pending

1/24/22

1/31/22

eC

Ability to create corresponding UDFs between Vol, Opp and Org Profiles

article pending

1/24/22

1/31/22

eC 

• Expanded the width of Filters so full name shows 
• Expanded the length of UDF fields so more can be shown
• Expanded the width of UDF tab so full title can be shown
• Expanded the Permissions tab in Automations to scroll the length
• New LDFs permissions and sharing default to unshared

1/11/22

1/18/22

eC

Add Permissions to UDF panel like on all Shared items

1/11/22

1/18/22

eC

Attachment Type UDFs available for Snapshot type Automation

1/11/22

1/18/22

eC

Shared items: add ability to select all per column (view, or edit, or delete) to share with multiple roles at once

article pending

1/11/22

1/18/22

eC

Allow other types of fields to be updated: text, date, etc. for corresponding UDFs 

article pending

2021

12/28/21

1/18/22

eC

NCSI - New Samaritan integration for new clients

12/28/21

 1/04/22

eC

Ability to add Attachments to snapshot type Automations 

12/28/21

 1/04/22

eC

Search for Automation preserves previous settings

12/28/21

 1/04/22

eC

Added the ability to Select All Roles and give permission to individual columns (see below)

Before: only ability to select all 

After: Ability to select all or all per column

 12/14/21

 12/20/21

ALL

ALL

Development continues to work on new features that have not been deployed and other Productivity tools to increase efficiency and performance.

 12/14/21

 12/21/21

eC

Grids

Added Columns: Most Recent and Last Automation 

 12/14/21

 12/21/21

AMS

Account Settings

Reordered Action buttons on Right Panel to: Edit, New, etc. Moving Delete to the bottom

12/01/21

12/08/21

websites

All

Legal Requirement: 
Display message about the use of cookies. (Note, this item will be available upon client request)

12/01/21

12/08/21

All

Password Reset

Security Enhancement: Prevent the Password reset link from being used more than one time. 

12/01/21

12/08/21

Sign-In Station

Custom Sign-In options

Instead of showing the generic "Custom Sign-In options" while viewing "Other methods" the name of the field now appears: 

11/02/21

11/18/21

all systems

all

Samaritan has been working on system optimization and research for a new feature that will be available in early 2022

10/11/21

11/01/21

all systems

all

Samaritan has been undergoing an internal security audit so no new development items to report

09/21/21

10/04/21

none

none

This past Sprint was primarily small fixes and development research on new features that have no yet been built.  

09/14/21

09/28/21

AMS

User Accounts

Ability to assign multiple users to a role at one time

09/14/21

09/28/21

AMS

User Roles

Ability to control folder access by role 

09/14/21

09/28/21

eC 

Filters

Ability to drag items to reposition them in the search filter 

09/07/21

09/14/21

eC

Automation

Removed the option to use condition/filters from Log Book and Schedule type Automations

09/07/21

09/14/21

AMS

Roles

Ability to click and drag elements

08/24/21

08/31/21

Coordinator

Account UDFs

UI enhancements to Account UDFs 

08/24/21

08/31/21

Coordinator

Automations

Hide Condition/Formula to SCH and LB type Automation

08/03/21

08/09/21

Sign-In Station

Enhancements

Sign-In Enhancements 

07/27/21

08/03/21

Sign-In Station

Custom Method

Changed to "custom" method because "other" method was to vague

07/27/21

08/03/21

AMS

User screen

Reassign all items to another user or role

07/27/21

08/03/21

Sign-In Station

Confirmation Screen

Sign in Confirmation Screen

07/27/21

08/03/21

Coordinator

Sign-In Station

Enhancements to Language 

07/27/21

Coordinator

Calendar

Performance Enhancements

07/12/2021

07/20/2021

Coordinator

Email Queue

Allow eC users with non-Administrative Options checked to access the email queue

07/12/2021

07/20/2021

Coordinator

Automation

Add a Back button to the top of the Automations History page in eCoordinator

07/12/2021

07/20/2021

Coordinator

UDF Interface

Double Click To Edit UDFs and UDF groups

07/12/2021

07/20/2021

Coordinator

UDF Interface

Move Save & Close and Cancel buttons to lower right of UDF Buttons

07/12/2021

07/20/2021

Coordinator

Automation

Highlight history entries of security automations in red.

06/22/21

  07/06/21

 AMS

 User Accounts

Ability to detach and reattach Automations, email templates, filters, and grid from one user to another. Article coming soon.

            Sign-In Stations

 
  04/15/21

 
  05/23/21

** This release was the last of major releases, followed by 12 months of restructuring development cycles. The major feature was the ability to grant Permissions for various items.