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Item | Status | Assigned to | Pending Actions | Vertic Go-Live Approved | Client Approved | Due Date | Knowledge Base Link | Still being reviewed internally | DCR | Approval Due Date | ||||||||||||||
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| DCR/ClearSky | Final review of all page layouts and fields |
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| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
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| DCR/ClearSky | Final review of Lightning app UI’s and permissions to view | ||||||||||||||||||
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| Vertic | Harry to configure sharing rules | |||||||||||||||||||||
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| DCR/ClearSky | Final review of profile access | |||||||||||||||||||||
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| Vertic | Tim to review and import FSL reference data | |||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
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| DCR/ClearSky | DCR to provide all Resources, Skills and Availability required for Go-Live | ||||||||||||||||||
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| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | |||||||||||||||||||||
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| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | |||||||||||||||||||||
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| DCR/ClearSky | Practise creating, disabling and editing Salesforce users in Okta | |||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
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| DCR/ClearSky | Blair to test/apprpove | ||||||||||||||||||
Case Management -
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| Vertic | Harry to schedule in final changes to alerts | |||||||||||||||||||||
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| DCR/ClearSky | Continue testing and approval process | |||||||||||||||||||||
| Shared mailbox created on 25th Oct and tagged Harry Mycock on the DCR-117 ticket. | DCR |
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| DCR/ClearSky | Test and approve | ||||||||||||||||||
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| Vertic | ||||||||||||||||||||||
| Still being discussed. Should have something by next week | DCR |
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| Vertic/DCR/ClearSky | |||||||||||||||||||
User story testing | DCR/ClearSky | Complete the end to end client journey from onvoarding to Invoicing | ||||||||||||||||||||||
Training | DCR/ClearSky | DCR/Clearsky to lock in internal training dates | ||||||||||||||||||||||
Vertic on site visit |
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| Dependent on Go-Live date |
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Lock in Go-Live date | Dependant on Data quality and risks | |||||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (DCR only) | DCR |
| Approve all tickets in Go-Live checklist | ||||||||||||||||||||
DCR Specific Items | ||||||||||||||||||||||||
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| Vertic | SIL enhancements on hold to facilitate ClearSky Go-Live | |||||||||||||||||||||
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Risk Management:
Risk | Action | Assigned to |
|---|---|---|
NDIS Audit through October Causing delay for internal workshops and requirements | ||
6 managers left the company in November leading to delays and lack of resources for DCR. | ||
ClearSky Bad Date and potential risk in providing accurate balancing funding figures |
Blockers
Blocker | Action | Assigned to |
|---|---|---|
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