...
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 | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| DCR/ClearSky | Final review of all page layouts and fields |
| ||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
|
| DCR/ClearSky | Final review of Lightning app UI’s and permissions to view | ||||||||||||||||||
|
| Vertic | Harry to configure sharing rules | |||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
|
| DCR/ClearSky | Final review of profile access | ||||||||||||||||||
|
| Vertic | Tim to review and import FSL reference data | |||||||||||||||||||||
|
| DCR/ClearSky | DCR to provide all Resources, Skills and Availability required for Go-Live | |||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
|
| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | ||||||||||||||||||
|
| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | |||||||||||||||||||||
|
| DCR |
|
| DCR/ClearSky | Practise creating, disabling and editing Salesforce users in Okta | ||||||||||||||||||
|
| DCR/ClearSky | Blair to test/apprpove | |||||||||||||||||||||
Case Management -
|
| Vertic | Harry to schedule in final changes to alerts | |||||||||||||||||||||
|
| DCR |
|
| DCR/ClearSky | Continue testing and approval process | ||||||||||||||||||
|
| DCR/ClearSky | Test and approve | |||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (DCR only) | DCR | ||||||||||||||||||||||
Vertic to Complete UAT Component/Automation Testing |
| Vertic |
|
|
|
|
| |||||||||||||||||
Vertic to provide video demos of User Stories |
| Vertic |
|
|
|
|
| |||||||||||||||||
Concept Care to provide first round of feedback |
| Concept Care |
|
|
|
|
| |||||||||||||||||
On site workshop TBC |
|
|
|
|
|
|
| |||||||||||||||||
Deployment of components to Production |
| Vertic
|
| Vertic | ||||||||||||||||||||
|
| 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 |
|
| Dependent on Go-Live date |
|
| |||||||||||||||||||
Lock in Go-Live date | Dependant on Data quality and risks | |||||||||||||||||||||||
| Approve all tickets in Go-Live checklist | |||||||||||||||||||||||
DCR Specific Items | ||||||||||||||||||||||||
|
| Vertic | SIL enhancements on hold to facilitate ClearSky Go-Live | |||||||||||||||||||||
| ||||||||||||||||||||||||
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 |
|---|---|---|
...