GATE ACCESS RELEASE FEATURE SUMMARY


NEW FEATURE

 

This summary intends to provide information regarding new features available with the latest release of Gate Access. 

 

  1. Facility Contact Notifications

                Roles Affected: Branch, Regional, Zone, and Facility

 

This release includes two (2) new notification types for Facility Contacts, Facility Notifications, and Volunteer Notifications

 

Facility Notifications 

  • Facility Assigned Notifications are produced when a Branch, Regional, or Zone Contact adds a Primary Contact or an Assistant Contact to a facility. 

 

  • Facility Contact Update Notifications are produced when a Branch, Regional, or Zone Contact modifies a Primary Contact or an Assistant Contact at a facility. All other Facility Contacts attached to the facility will see the notifications excluding the person. 

 

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Volunteer Notifications

  • Volunteer Added Notifications are produced when a Branch, Regional, or Zone Contact adds a new Volunteer to a facility. 

 

  • Volunteer Removed Notifications are produced when a Branch, Regional, or Zone Contact removes a Volunteer from a facility. 

 

  • All Facility Contacts attached to the facility will receive the notifications. 

 

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B.      Correspondence Notifications

                Roles Affected: Branch, Regional, Zone, Facility, and Volunteer

 

This release includes two (2) new Correspondence notification types, Resident Correspondence and Branch Correspondence

 

Resident Correspondence

  • Resident Correspondence Received Notifications are produced when a contact or another volunteer (excluding the volunteer receiving the notification) adds correspondence via the "Add Correspondence" drawer for a resident to whom the volunteer is assigned (in-person study volunteer OR correspondent volunteer).

 

  • Resident Correspondence Updated Notifications are produced when a contact or another volunteer (excluding the volunteer receiving the notification) edits correspondence via the "Edit Correspondence" drawer by changing the "Digital Correspondence" field or removing and re-uploading another document for a resident to whom the volunteer is assigned (in-person study volunteer OR correspondent volunteer).

 

  • The View Message feature will open the document correspondence on the "View Document" screen or digital correspondence on the "View Digital Correspondence" drawer.

 

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Branch Correspondence

  • Branch Correspondence Received Notifications are produced when a contact or another volunteer (excluding the volunteer receiving the notification) adds correspondence via the "Add Correspondence" drawer for a resident whom the branch has corresponded about and who is currently assigned to the receiving volunteer (in-person study volunteer OR correspondent volunteer).

 

  • Branch Correspondence Updated Notifications are produced when a contact or another volunteer (excluding the volunteer receiving the notification) edits correspondence via the "Edit Correspondence" drawer by changing the "Digital Correspondence" field or removing and re-uploading another document for a resident whom the branch has corresponded about and who is currently assigned to the receiving volunteer (in-person study volunteer OR correspondent volunteer).

 

  • The View Message feature will open the document correspondence on the “View Document" screen or digital correspondence on the "View Digital Correspondence" drawer.

 

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