...
Item | Status | Assigned to | Pending Actions | Vertic Go-Live Approved | Client Approved | Due Date | Knowledge Base Link | Maica Questionnaire Approval Due Date | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| DCR/ClearSky | Final review of all page layouts and fields |
| |||||||||||||||||||||||||
|
| DCR |
| DCR/ClearSky | Final review of Lightning app UI’s and permissions to view | ||||||||||||||||||||||||
|
| Vertic | Harry to configure sharing rules | ||||||||||||||||||||||||||
| Tashi Phuntsho (Unlicensed) to provide access to Brevity Harry Mycock to start adding fields based on template |
|
| DCR/ClearSky | Final review of profile access | ||||||||||||||||||||||||
|
| Vertic | Harry Mycock to manage the page layouts Tashi Phuntsho (Unlicensed) to provide additional feedback and requirements on UI | Tim to review and import FSL reference data | |||||||||||||||||||||||||
|
| DCR | Tashi Phuntsho (Unlicensed) to provide profile level access to apps | /ClearSky | DCR to provide all Resources, Skills and Availability required for Go-Live | ||||||||||||||||||||||||
|
| 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/ClearSky | Practise creating, disabling and editing Salesforce users in Okta | ||||||||||||||||||||||||||
|
| DCR/ClearSky | Blair to test/apprpove | ||||||||||||||||||||||||||
Case Management -
|
| Vertic | Vertic to workshop internally | Harry to schedule in final changes to alerts | |||||||||||||||||||||||||
|
| DCR/ Vertic | Undergoing discussion | Vertic to Complete UAT Component/Automation Testing | ClearSky | Continue testing and approval process | |||||||||||||||||||||||
| Vertic to provide video demos of User Stories |
| Vertic |
|
|
|
|
| DCR/ClearSky | Test and approve | |||||||||||||||||||
|
| Vertic |
|
|
|
| Client to provide first round of feedback |
| |||||||||||||||||||||
|
| 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 |
|
|
| |||||||||||||||||||||||
On site workshop TBC |
|
|
|
|
|
|
| ||||||||||||||||||||||
Deployment of components to Production |
| ||||||||||||||||||||||||||||
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 |
|---|---|---|
...