Rosterfy - Feature Ideas

Currently Rosterfy supports: -Outbound Email (manual & automated, individual & bulk) -Outbound SMS (manual & automated, individual & bulk) -Inbound SMS -Inbound 'Contact Centre' messages, converted to email Not supported is: (1) Inbound Email (2) Outbound Contact Centre message (1) Email responses or notifications of 'Contact Centre' inquiries are sent be email to a mailbox which is hosted outside of Rosterfy. What would be beneficial would be the following features: -Inbound Email from Volunteer is associated to Customer record -Inbound Email from Volunteer is routed to an appropriate Queue based on configurable rulesets -Emails can be sent on an ad-hoc basis or in response to an email sent from Lifeline -Emails are threaded -Responses to Volunteer can be manual (based on manual selection from a queue) or automated (based on rules) This would enable a 1:1 communication experience as well as a single source of truth for Contact History (and replace the need to use another Ticketing system or Mailbox for some of the comms). (2) An alternative (or addition) to #1 would be the ability to respond to Volunteer Contact Centre messages through the application. I.e. an asynchronous messaging-based approach to keep all communications within the Rosterfy platform.

We have noticed that when creating a shift using shift, the only option to stop a volunteer from booking said shift last minute is to manually add a closing application time for each single shift. The good thing with Rosterfy is that we can create events/shifts in bulk. But having to manually go back to each shift to add a closing application time (or creating each event individually and then adding a closing application time for each event) defeat the purpose. It would be great to be able to include in a shift pattern that a volunteer can't book a shit/event less than 48 hours before said event.

Each automation should have a record of its runs, including which steps failed and which succeeded. It would also be nice to receive notifications of any failures.

Add a BCC or CC on emails either on the Templates or when selecting to email the volunteer during an automation. Rather than creating an additional automation step to notify us or the event leader, we could CC or BCC on the email that is sent to the volunteer.

Currently we have events that have multiple shifts that run weekly from August to October for example and the calendar view shows the event on each day between event start and end dates. This is not very helpful as it does not reflect the days that the activity is actually taking place. It would be better if the calendar could reflect the days that dates that the shifts have been scheduled for. In its current format, the calendar view is unusable for us as we have many weekly activities and almost the whole calendar is populated with events. Thanks.

Can a filter be added for the user profile to include Mandatory & optional for training courses.

For our events, we have Captains for specific roles each captain is sent a roster report that shows them who is working their shifts. The current process is Build the Report > Download Report > Create Email for Report > Send out Report If there is just a way to send reports from the Reports page that would help save a lot of time and steps.

References/parent consent sometimes gets lost or a slight error in the inputting to the form. It would really helpful to have: A simple resend button against the line under references/parent consent within refs/dbs on volunteers A button to "Add a new reference/parent consent" under refs/DBS on volunteer profile

Currenlty the birthdate in reports appears as YYYY-MM-DD. In Australia, this is not the format we use. Can it be changed or option to change to Australian formatt as MM/DD/YYYY. The current date format impedes us as we have to download the report from Rosterfy and upload volunteers to a LMS that does not accept your format. Our admin assist will now have to manually change each volunteers birthdate to the format MM/DD/YYYY.

It would be great to have a widget that shows the current progress of your volunteers, with interactive buttons that take you to specific lists. EG: Active Volunteers In progress Interview Phase This would be a great visual aid to keep up with the progress of applications.

Regularly some of our volunteers aren't required to complete/pass certain training modules assigned to a role offer they're volunteering in. This can be due to things like support needs the individual may have, which staff who manage that volunteer are aware of. It often means the volunteer doesn't perform a certain part of the role during their volunteering, e.g. operating a cash register in a shop. When moving to Rosterfy we have lost the ability to mark user training records with an 'Exempt' status, meaning: our overall reporting on training is wrong the volunteer and staff members looking at a volunteer's record may interpret an 'incomplete' or 'complete' status incorrectly, leading to confusion. I'm aware of other charities that will also require the ability to mark user training with an 'Exempt' status as part of their inclusive volunteering offer.

Shifts can be deleted in bulk using the bulk delete button and users can be deleted in bulk using the import feature, but shift users don’t have a bulk delete option. It would be useful if there was the option to do so for shift users.

I'd like for the dashboard to have more options to adjust. For example, I have a widget that shows new sign ups as a bar chart but only in the last week. I'd like to see the chart over a period of months so we can get a feel for how different recuitment programs are working at a glance. And more options to filter by attribute-It'd be good to see how many sign ups went through to each check point vs how many sign ups attended a shift. Obvs this can all be done through filter and reports but it'd be great to have front of mind

With a lot of Admins using our subaccount, it would be really helpful to have a default "send from" email, but then an option to modify when creating a communication. Alternatively, it could be the option to add a separate "reply to" email.

It would be great to have the option to deactivate the notification window pop ups so you don't need to click NEXT (go through them) in order for them to go away.