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California Trucking T200 - Automatic Unit Assignment (custom dev)

Updated

Custom work was done for T200 California Trucking on ​GZ-11611 in March 2019 which is currently hard coded to only T200.

 

Summary of work: This will automatically assign a Chapter (which they have called Unit) to their contacts in the Chapters section and on associated memberships based on the postal code of the organization. This happens by a job that runs every night.

 

Details:

Based on the postal code of the organization's primary address, that organization and any of its individuals should receive a chapter assignment. The chapter should be added to the membership(s) AND in the chapters section of the contacts' profiles.

 

  • If there are multiple memberships, they all should get the chapter assignment.

  • If the org is a parent, only the org's individuals should receive the parent's chapter assignment. The parent's child orgs should NOT inherit that chapter assignment in the chapters' section.

  • The child organizations should receive their own chapter assignment based on their primary address. Any individuals of the child organization will receive the same chapter assignment as the child org.

  • If the membership is inherited, it will retain the chapter of the membership owner.

    • e.g. if a parent org owns the membership and a child org inherits that membership, the child org will have a chapter assignment in the chapters widget that matches their postal code, but their inherited membership will have the postal code of the parent org since they are the membership owner.

 

 

 

Setup:

  • Staff will add each of their Chapters in the left-nav (called "Units" for T200)
  • Enter the valid postal codes under each Chapter in the field labeled "Postal Codes to Associate With Chapter (Use only for auto-assignment, Comma-Delimited List)"
  • On the chapter that should be assigned for any postal code that does not match, make sure to select the check box, "Default Chapter for No Postal Code". In the case of T200, they have it set on the chapter called  "Out of State".
    • The check box must only be selected on a single chapter. There is no safe guard to keep you from selecting it on more than 1.

 

How it works:

  • A job runs each night (~5:30 am CT) to automatically assign a chapter to all (just active?) contacts IF

    • if the tenant has someone that is still logged in with the User Setting of In Development - includes us as GZ staff (which we do) If that is not true then the job does not run and (Dev should remove this restriction by now but we verified it is running each night because we have a correctly logged in user for them)

    • If there are postal codes assigned under the Chapters or if the checkbox “Default Chapter for No Postal Code” is enabled on a chapter and

    • If tenant = 200

  • If someone manually changed to a different chapter during the day, the job will overwrite back to the matching chapter each night.

  • “Default Chapter for No Postal Code” if selected on a chapter will make that be the chapter that is assigned when a postal code match is not found.