Adding the Annual Declaration to D365 Upcoming Professional Requirements

ARTICLE SUMMARY

This article contains the steps for adding the annual declaration to Dynamics 365 (D365) for upcoming professional requirements.

Steps:

1. Go to https://unitedchurch.sharepoint.com/sites/OfficeOfVocation/SitePages/Annual-Declaration.aspx 
2. Add new line in grid with values:
   • Initial Display Name: Annual Declaration 2020
   • Initial Display Name (French): Déclaration annuelle 2020
   • Requirement Title: Annual Declaration 2020
   • Requirement Type: One Time

NOTE FROM 2022

Cassio had to change the AD Year field in D365 – it did not have 2022 and so even tho people were completely 2022 AD in 2022, it kept showing as 2021 AD.

He was going to fix this so next year it would go to 2023 without any problem.

Is French form problem fixed? YES – the Sharepoint link is exactly the same.  However, if a person is accessing the form from CH in French (they have switched their language preference), then the French version appears to them when they click on the VIEW/VOIR link to open the form.

1. Adding the Annual Declaration to Upcoming Professional Requirements (adapted From Antonio March 2020)
2. Usually done for JANUARY 1st of each yr
3. How to remove Annual Declaration when deadline is passed (from Deb Kigar Jan 2021)

OVAdmin security group members can make these updates/changes.  As of January 2021, that group includes: Deb Kigar; Jennifer Janzen-Ball

1. Adding the Annual Declaration to Upcoming Professional Requirements (adapted From Antonio March 2020)

Step A:

You are in effect (re)starting the existing AD form (usually done April 1 of each year).

Go to Dynamics

Click on UCC or UCCProd (now is only a legacy version)

Step B:

Choose the Admin Hub

Step C:

Switch from Statistics to Office of Vocation (bottom left corner of screen)

Step D:

Open Active Upcoming Professional Requirements from list on left of screen.

Step E:

In the Active Upcoming Professional Requirements page, click on “+New” to create the annual declaration for the year.

Step F (final step):

Enter these values in the new professional requirements:

• Requirement Title: Annual Declaration 2021
• Initial Display Name: Annual Declaration 2021
• Initial Display Name (French): Déclaration annuelle 2021
• Requirement Type: One Time
• Applicable Group: Applicants, Candidate, Approved Candidates, Ministers
• Link to form or course: https://unitedchurch.sharepoint.com/sites/OfficeOfVocation/SitePages/Annual-Declaration.aspx
• https://unitedchurch.sharepoint.com/sites/OfficeOfVocation/SitePages/Annual-Declaration-fr.aspx
• Due date: June 30, 2021 May 15, 2023 APRIL 30 2026

 This will have no affect on the list of requirements that a minister has already completed.  That is stored in a different list in the minister profile, so even if you change the Upcoming list to say 2020, the minister’s 2019 form will still show as completed in their Completed Requirements list on ChurchHub.

2. How to remove Annual Declaration when deadline is passed (from Deb Kigar Jan 2021) Usually done by Aug 31st of each year

Steps A, B, C, D are the same

Step E:

                You will see Annual Declaration 2021 on the list of Active Upcoming Professional Requirements

Click on it (ONCE) – a checkmark will appear to the left

Choose Delete