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. More options to adjust widgets on Dashboard

    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

    Billie
    #Improvement ๐Ÿ‘#Admin Console#Styling ๐ŸŽจ

    0

  2. 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

  3. 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 ๐Ÿ‘#Admin Console

    0

  4. Add 'Remove from training' automation task

    Rosterfy doesnโ€™t have the capability to remove training modules from a volunteer record using automations. Therefore if someone is assigned modules as they reach that step/checkpoint, but then withdraw or have their application declined: If they have another role where theyโ€™re at the stage where they can access training, then the modules for the role theyโ€™re rejected for will remain on their profile unless itโ€™s removed. If they donโ€™t have another role then theyโ€™re moved back to a point where they cannot access any training until such time that they reach that point with another role. The modules for their rejected role will become available to them again unless itโ€™s removed. This will lead to anomalies with reporting on overall training completion rates, which many large charities want to monitor.

    AM
    #Improvement ๐Ÿ‘#Admin Console#Volunteer Portal

    0

  5. Ability to Print Admin Dashboard

    Would love the ability to be able to print the graphs and widgets from the admin dashboard to a PDF.

    Keri C

    0

  6. 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

  7. 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

  8. User Profile - Training tab

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

    Jennifer W
    #Improvement ๐Ÿ‘#Volunteer Portal#New Feature

    0

  9. SELECT ALL FUNCTION

    It would be useful to have the option in ACTIONS to SELECT ALL USERS with one click.

    Anna

    1

  10. 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 ๐Ÿ‘

    0

  11. 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 ๐Ÿ‘

    0

  12. Have an on/off for automations

    Allow us to turn off the entire automation or a step within it rather than archiving the entire thing or deleting a step. Make the default on, so we are only using off when we need.

    Mary D

    0

  13. 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

    0

  14. Add a second form Save button at the top of the forms

    Create a second save button at the top of the form. There is only the one in the bottom, left corner. When working on a form, we can forget to scroll down to save it if we have a lot of custom fields, which makes the form page long.

    Mary D

    1

  15. Notification Pop Ups

    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.

    Anna

    0