Program Management Module (PMM)

Hi,

I feel like I am missing something really basic here. 

We want an easy way to show all clients that have upcoming service sessions (appointments) so that they can be called and reminded but this doesn't seem possible without multiple clicks. Right now it seems that the support staff would need to click on the Service Session, click on the Service Schedule then click on each individual participant to get their number.

Ideally we would want a report that shows upcoming Sessions (with dates and times) and who the participants are and their phone numbers but this doesn't seem possible - even with a custom report type. 

We also want to be able to look at a Contact and see all their upcoming appointments as they may be enrolled with more than one program we offer.

I had seen something about creating a junction object to connect Service Session and Service Participants but I can't find that post again and I am not exactly sure how to do that. 

Has anyone done something like this and can give me some direction?

Thanks!

Hi - I see there is a similar question from 2022 that was never answered - has anyone received the error, 'Apex CPU time limit exceeded' when clicking the 'Submit' button on the Track Attendance component? 

We have been using the Track Attendance component for several months now and this is the first time we've encountered this error. 

Our use case is tracking attendance for a community grocery pick-up - we have about 200 names in the Track Attendance component for each Service Session. 

Thanks!

Our staff have duplicated some Program Engagements, and as a result they have inadvertently recorded attendance service deliveries against each of them. Is there a way to bulk-move service deliveries from one Program Engagement onto another, so I can clear the duplicate without losing all that data?

I have followed the instructions here

to configure the Service Status of "active" for enhanced filtering. Am I correct in assuming that when a Service Lookup field is used on another object (for example, Service Delivery), only the Services with an active status will be searchable/selectable in the lookup field?? I still want my users to have access to the records with other statuses if they click the record or used it previously (so restrictions/sharing rules are not a solution), but I only want the active ones to be shown in lookup fields.  

This is not currently working for us, so I have either misunderstood or missed a step.

Hi folks,

 I tried creating a benefit schedule using the 'New Benefit Schedule' button in the Benefit object. I entered the details, and the session details appeared on the second screen. However, at the end, an error occurred: 'Something went wrong while marking Approval Status to Approved in Benefit Schedule.' Is anyone else facing the same issue? How can this be resolved? #Salesforce Developer #Nonprofit #ProgramManagement

We have a program where we have set various program stages that are considered "in program" so that the stage is not always ACTIVE or ENROLLED but it seems like this is the stage that needs to be set for the members to display in the Bulk Service Delivery by group.  Is there any way to edit this? I tried going to the field set but I don't see where the stage value is set.  

We would like to record the number of counselling sessions delivered to beneficiaries, but we do not currently track that against a specific individual. Is there any way we can add each of those sessions using Service Deliveries, but without it being tied to a specific contact/client?

Hi PMM community,

I am supporting a social enterprise with setting up a system to manage their program deliveries and planning. I usually work with NFPs and so have been using PMM in NPSP as well as NPC for newer setups. 

Either of these structures would be great. 

From the readings I've been able to access, it seems that PMM is only available (or requires) to orgs that have NPSP. 

Does anyone have experience with being able to add PMM to a commercial license (i.e. does not have the NPSP structure)?