Task #

Type

Title

Description

Comments

1 2

Function Function

Sort on events REMOVE "Not Approved" button

Enhancement Invoice/Billing for option #2

Enhancement Invoice/Billing for option #3

Enhancement Archive Events

Sort function (Events page) Status/ Locations REMOVE "Not Approved" button on registration - if pressed, it cancels the registration! Invoice/Billing section in registration-wording needs to be modified for Option #2. Please change to: Send the invoice to me via email and by mail to my Business Address listed above. Invoice/Billing section in registration-for Option #3, participants have requested to have the capability to add a contact name along with the address. They want to make sure that the invoice is sent to a specific person. Can you add Contact Name above billing address for Option #3? NOTE: add "Optional" on reg form - also name will NOT appear on invoice or receipt Archive Events button will open up a new screen on which user would be able to specify a date range to select events which they want to archive. Once the search results are displayed, user can manually select individual events which they want to archive (using checkboxes appearing next to each event) or, alternatively, select all listed events using a "Select All" checkbox. Once the selection is made, user can click on a "Archive now" button which will archive the events and all associated registrations and in turn any transactions associated with those registrations. The result of archiving action is that the

archived events and their associated registrations will disappear from EVERYWHERE in the system. User would also be able to un-archive events which has the opposite effect of archiving.

Report

New Report(need by march 2014)

Need by March 2014 New Report needed to connect registration CP Company to WUI CP Relationship Manager

Can we get some more details on where to pull the data from in terms of business entities, what should be the filters and what would be the column layout. Refer to next sheet, Task #1 and #2

Bug

Security Metrics logo Delete test entries

Function

logo should be displayed in section where a participant would enter cc payment Information Delete test entries

How exactly should we identify if an entry is a test entry. Any specific value that we should look for? And is it a system wide task or anything specific to registrations? Refer to next sheet, Task #3

Function

registrations navigation

Stay in event when going back and forth between registrations