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Item | Status | Assigned to | Pending Actions | Vertic Go-Live Approved | Client Approved | Due Date | Knowledge Base Link | Maica Questionnaire Approval Due Date | |||||||||||||||||||||
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| DCR/ClearSky | Final review of all page layouts and fields |
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| DCR/ClearSky | Final review of Lightning app UI’s and permissions to view | ||||||||||||||||||||||||||
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| DCR | Tashi Phuntsho (Unlicensed) to provide access to Brevity Harry Mycock to start adding fields based on template | Vertic | Harry to configure sharing rules | ||||||||||||||||||||||||
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| DCRTashi Phuntsho (Unlicensed) to provide answer on ticket. /ClearSky | Final review of profile access | ||||||||||||||||||||||||||
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| 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 | |||||||||||||||||||||||||
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| DCR | Tashi Phuntsho (Unlicensed) to provide profile level access to apps | /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 |
| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | ||||||||||||||||||||||||
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| Vertic | Vertic to workshop internally |
| DCR/ClearSky | Practise creating, disabling and editing Salesforce users in Okta | |||||||||||||||||||||||
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| DCR/ Vertic | Undergoing discussion | ClearSky | Blair to test/apprpove | ||||||||||||||||||||||||
Case Management -
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| VerticDiscuss with Tashi | Harry to schedule in final changes to alerts | ||||||||||||||||||||||||||
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| Vertic | Discuss with Tashi | Vertic to Complete UAT Component/Automation Testing |
| DCR/ClearSky | Continue testing and approval process | ||||||||||||||||||||||
| Vertic to provide video demos of User Stories |
| Vertic |
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| DCR/ClearSky | Test and approve | |||||||||||||||||||
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| Vertic |
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| Client to provide first round of feedback |
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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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On site workshop TBC |
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Deployment of components to Production |
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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 |
| 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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