Business Systems Data Team Support Request

Data Team/Volunteer Systems Support Request

For submitting requesting Data Team support, reports, tracking system errors or data issues in Volunteer Systems (VS2).
Submitter's Name*

First NameLast Name
E-mail*
example@example.com
Is your request related to a VS2 Record?*

YES (a Case will be created and attached to the record)NO (I have a different request)I need to request credentials for a new user
To create your case, tell us what type of Volunteer Systems Record is affected.

Person or Household RecordsTroop or Service Unit RecordsOrganization Records (Schools, Businesses, etc.)Affiliation & Participation (Placement Requests)Cancel an Open Order from Order Processing
Which type of non-Case support is needed?

VS2 Error MessageReport RequestI need help from GSUSA and need to create a GSUSA Case for assistance
Due Date
All users can solicit help from the GSUSA helpdesk. To create a case for GSUSA support, please click on the below link to be directed to the QRG (Quick Reference Guide) on how to create those cases.

Getting Help from GSUSA
Troop or Service Unit Record Update Details

New Troop ActivationTroop Disband/Graduate RequestTroop Move From SU to SUService Unit Merge/DissolveMissing Role on Troop or Service Unit
PLEASE INCLUDE THE UNIQUE URL (WEB LINK) IN YOUR REQUEST AFTER CHOOSING THE TYPE OF UPDATE NEEDED BELOW
Order Processing Cancellation Request

Completed Order exists for this customer AND productCustomer changed their mind/Order will not be completedCustomer not responsive
Please include the URL for the completed order
Person or Household Record Update Details

Duplicate Person or HouseholdDuplicate Paid MembershipDeceased Member
Affiliation & Participation Record Update Details

End an Existing Affiliation/AssignmentExtend an Existing Affiliation/AssignmentAdd a Missing Affiliation (Placement Request)
State your report need in the form of a business question (example provided).
For Example: "Who are the Parents of Active Hispanic Girl Members in DeKalb County?"
Output Business Need/Purpose

Contact List (Contact Information required such as Name, Email, Phone, etc.)Membership Or Orders ReportData Dump (Raw Data Dump needed for external edit/system load)Summary Counts (No details needed, only summary counts)Other Need or Combination
Optional output fields to include

Girl Grade/School Attending DetailsMember Age/Date of Birth DetailsTroop Program Grade Level/Grade DetailsTroop Spots Remaining/FilledLast Record Interaction (Activity History)Membership Payment & Transaction Details
Contact List Requirements

Email BlastPhone CallsDirect MailAll
Type of Contact Report Needed

Volunteer ReportAdult Member ReportGirl Member and/or Parent ReportAll Members Report
Would you like to INCLUDE...

Staff Led or Staff Supported Troops (formerly Outreach)Non Traditional Girls (Not in Troops)Community Partner TroopsNone (please EXCLUDE all)
Describe your Output Need
include fields and data you want included in your output
Summarize By
PLEASE STOP AND READ THE INFO BELOW.

All Transactional giving and donation details, including filtering by payment methods such as Financial Aid AND specific F/A CMO provider must be done via Netsuite. Please contact Nicole Gindraw for assistance.
From Date:

MonthDayYear
To Date:

MonthDayYear
Membership Year(s)

2020 (10/1/2019 - 9/30/2020)2021 (10/1/2020 - 9/30/2021)2022 (10/1/2021 - 09/30/2022)2023 (10/1/2022 - 09/30/2023)I need additional history
Please describe your request and include the record URL (where appropriate)
Use this section to submit details about duplicated records in the system. Please identify which record will be considered the "original" record and which record is the "duplicate" (copy of the original) record. Copy the record URL from Volunteer Systems for each affected record and Paste below.
ORIGINAL RECORD
DUPLICATE RECORD
Make sure to include the CURRENT contact info if needed.
Please describe in detail the following:
- What Error Message was shown/received
- What were you doing when you received the Error Message
- Have you seen this Error Message previously or have other users experienced the same Error Message
Describe the Problem
Upload Screenshot

Upload a File

Cancelof
Upload Report Sample

Upload a File
Do you have an example file from the previous system or another user? Cancelof
Volunteer Systems 2.0 Access is now granted via OKTA. Please refer to the new Employee Provisioning process managed by HR to request VS2 credentials.

Additionally, please encourage your new hires to complete the minimum required VS2 training modules in gsLearn.

Thanks!
Move FROM Service Unit From SU , TO Service Unit To SU .
Please provide the URL for the Customer and the Order Number from Order Processing
STOP!

Do not hit "submit" if you have not documented your follow up attempts on the Primary Caregiver record.
STOP!!

Requests for Membership Data prior to 2020 will need to come from Looker. Please use the below link to conact the Looker team to support your request.

https://form.jotform.com/201063800467145
For Service Unit Mergers and Dissolves, please refer to the below preparation document to provide further details to the team for execution. Please be prepared to discuss how lifetime members, IRGs, volunteers, troops and buckets should be moved.

Be sure to log into GSGATL Office 365 to access the Business Systems Sharepoint site.

Use the form to organize the details that should be send to CEI@gsgatl.org inbox after submitting this jotform. You may use the form/template or submit in an excel spreadsheet using a similar format.

https://gsgatlusa.sharepoint.com/:b:/s/D358-BusinessSystems/Eb0cJZD_HfJMiOuiHTAojvgBE_uxE7tVJKUQsZQvWPBEhg?e=60zTtX
Should be Empty:

Data Team/Volunteer Systems Support Request