Metadata and application behaviour

Booking Data Model

Default accounts:

The booking data model object contains the following fields which must be set to determine the default accounts for members:
Student Bucket Account: The default account for non member contacts
Staff Bucket Account: The default account for staff members
Trainer Bucket Account: The default account for trainers
Volunteer Bucket Account: The default account for volunteers

Default Teams/Divisions

The following fields must be set as defaults for member divisions:
VolDefaultAdultAcc: The default team/division for members
VolInactiveAcc: The default team/division for inactive members, this account is referenced in third party places like DEMS to determine who does and does not have access to the system

Default details/lookups:

The following fields contain references for default lookups:

DefaultAdultMemRnk: The default member rank for adult members - typically member
Default Yth Mbmr Rnk: The default member rank for youth members - typically cadet
DefaultSOPProduct: The default scope of practice for members - typically non-clinical member
Default Yth SOP: The default scope of practice for youth members - typically cadet

VolInactiveType: the default contact record type for inactive members - typically students
VolRecordType: the default contact record type for volunteer members - typically volunteer
Default Member Role: The default member role record for members - typically member
Default Staff Role: The default member role record for staff - typically staff

Volunteer Management Config

Scopes and proficiencies:

The scopes and proficiencies section must be set to determine the defaults for managing scopes of practice

Member Automation:

Restrict Contact Record Type Changes: When checked the contact Restrict_Record_Type_Changes validation rule will fire if the record type is changed outside of the change member type flow
Restrict Member Record Types: When checked the contact Restrict_Member_Record_Types validation will fire if the record type is not a member type and their volunteer status is of an active type
Calculated Groups: A JSON notated string denoting the types of calculated group memberships for this region. as an example: {"team":["Current_Division__c"], "calculated":["Scope_of_Practice__c","Primary_Member_Role__c","Member_Rank__c"]}
Group Calc Vol Activities: When checked the groupmembershipbatch will try to make calculated groups based on volunteer activities. Will only work if there is an existing value of some kind on the calculated groups field
Group Calc Staff Activities: When checked the groupmembershipbatch will try to make calculated groups based on staff activities. Will only work if there is an existing value of some kind on the calculated groups field
Auto Expire Committee Memberships: When checked, group memberships flagged with an expiration date and set as expire automatically will be expired by the expiregroupmemberships batch
Member Status Map: A JSON notated string denoting the map of volunteer statuses to user or group status.
User status is unused at this point in time, but group status will determine if automation disables or pauses group memberships during the batch process for managing group memberships. An example is: [{"status":"default","user":"active","groups":"active"},{"status":"Leave","user":"active","groups":"hold"},{"status":"Non-Compliance","user":"active","groups":"hold"},{"status":"Suspended","user":"inactive","groups":"hold"},
{"status":"Leave-Other-Duties","user":"inactive","groups":"hold"},{"status":"Inactive","user":"inactive","groups":"inactive"},{"status":"Retired","user":"inactive","groups":"inactive"},{"status":"Resigned","user":"inactive","groups":"inactive"},{"status":"Dismissed","user":"inactive","groups":"inactive"},{"status":"Deceased","user":"inactive","groups":"inactive"}]
Team Account Approval: When set the creation of St John Region accounts will require an approval process. This value must be the approval process
Committee Creation Approval: When set the creation of new committees will require an approval process.
This value must be the approval process