Rosterfy - Feature Ideas

Submit your ideas for Rosterfy improvements or vote on other ideas that you love! Please add as much detail as possible. You can submit ideas anonymously if you wish.

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  1. Ability to bulk delete shift users

    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.

    Olivia W
    #Improvement πŸ‘#Admin Console

    0

  2. The ability to restrict admin access to certain email templates

    We have an external admin in our account and we would like to be able to restrict access so that they are only able to see a specific category of email templates that are relevant to their department or the group of the workforce that they manage.

    Olivia W
    #Improvement πŸ‘

    0

  3. Session Status

    Too many session statuses set as default by the system which makes the drop down really long. It would be great to either being able to remove or rename session statuses (example Emergency, Conflict, ...)

    Anna

    0

  4. Ability to create categories to organize articles on the New

    The categories would help to organize the articles and would make it easier for volunteers when they need to find what they need. It could be similar to "Types", but a volunteer facing feature. We use the news tab to share important information (parking, uniform, credentials) with volunteers and it's not easy to find the articles.

    Raquel

    0

  5. Ability to use mail merge field in Email subject

    Ability to use mail merge field in Email subject so we can share the same email template across different shift registrations.

    Maria
    #Improvement πŸ‘

    0

  6. Ability to send email to user group under automation task

    We currently have a process whereby a new user who completes the registration form via an invitation will trigger an email to the area coordinator. This requires us to hardcode each of the area coordinator's email addresses under the action within automation. This process requires a lot of manual work and difficult to maintain. We actually need an automation task that allows us to trigger email to user groups. This way, we can have the area coordinator to manage contact email address under their own user group. Happy to explore other more effective solution to make this work for us.

    Maria
    #Improvement πŸ‘

    0

  7. Communication Hub

    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.

    Dominic G

    1

  8. Ability to include in shift pattern limit time for booking shifts in hours

    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.

    Angele T

    0

  9. Display Automation Run History

    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.

    Mary D

    0

  10. Events should be populated in calendar by shift date not event start/end date

    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.

    Marc P

    0

  11. Add a BCC or CC on emails

    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.

    Mary D

    1

  12. User Profile - Training tab

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

    Jennifer W
    #Improvement πŸ‘#New Feature#Volunteer Portal

    0

  13. Sending Reports from Reports Page

    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.

    T&F
    #Improvement πŸ‘

    0

  14. Resending or editing references/parent consent after submission

    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

    Chris
    #Improvement πŸ‘#Admin Console

    0

  15. new formatting

    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.

    Voula S
    #Improvement πŸ‘

    0