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Item | Status | Assigned to | Pending Actions | Vertic Go-Live Approved | Client Approved | Approval Due Date | Knowledge Base Link | Still being reviewed internally | DCR | ||||||||||||||||
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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 | ||||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (both DCR and ClearSky) | DCR |
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| DCR/ClearSky | Final review of profile access | |||||||||||||||||||
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| Vertic | Tim to review and import FSL reference data | ||||||||||||||||||||||
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| 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 |
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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 |
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| DCR/ClearSky | Practise creating, disabling and editing Salesforce users in Okta | |||||||||||||||||||
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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 |
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| DCR/ClearSky | Continue testing and approval process | |||||||||||||||||||
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| DCR/ClearSky | Test and approve | ||||||||||||||||||||||
| Internal workshops schedule for week of 30 Oct (DCR only) | DCR | |||||||||||||||||||||||
Vertic to Complete UAT Component/Automation Testing |
| Vertic |
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Vertic to provide video demos of User Stories |
| Vertic |
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Client to provide first round of feedback |
| Concept Care |
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On site workshop TBC |
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Deployment of components to Production |
| Vertic
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| Vertic | |||||||||||||||||||||
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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 | ||||||||||||||||||||||||
| 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 |
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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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