...
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 | |||||||||||||||||||||||||
|
| DCR | Tashi Phuntsho (Unlicensed) to provide access to Brevity Harry Mycock to start adding fields based on template | Vertic | Harry to configure sharing rules | |||||||||||||||||||||||||
|
| DCRTashi Phuntsho (Unlicensed) to provide answer on ticket. /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 |
|---|---|---|
...