Versions Compared

Version Old Version 9 New Version Current
Changes made by

Harry Mycock

Harry Mycock

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Item

Status

Assigned to

Pending Actions

Vertic Go-Live Approved

Client Approved

Due Date

Knowledge Base Link

Maica Questionnaire

DCR

Approval Due Date

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-11

Status
colourGreen
titleDone -Pending final go-live approval

DCR/ClearSky

Final review of all page layouts and fields

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-13

Status
colourGreen
titleDone -Pending final go-live approval

DCR/ClearSky

Final review of Lightning app UI’s and permissions to view

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-177

Status
colourYellow
titleIn pROGRESS

Vertic

Harry to configure sharing rules

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-114

Status
colourGreen
titleDone -Pending final go-live approval

DCR/ClearSky

Final review of profile access

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-72

Status
colourYellow
titleIn pROGRESS

Vertic

Tim to review and import FSL reference data

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-15

Status
colourYellow
titleIn pROGRESS

DCR/ClearSky

DCR to provide all Resources, Skills and Availability required for Go-Live

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyCCS-2

Status
colourGreen
titleDone -Pending final go-live approval

DCR/ClearSky

Review all parent tickets and sub tasks to familiarise with all components and functionality

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-114

Status
colourGreen
titleDone -Pending final go-live approval

DCR /ClearSky

Review all parent tickets and sub tasks to familiarise with all components and functionality

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-12

DCR

-45

Status
colourGreen
titleDone -Pending final go-live approval

DCR/ClearSky

Practise creating, disabling and editing Salesforce users in Okta

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-142

Status
colourYellow
titleclient review

DCR-13

DCR

/ClearSky

Blair to test/apprpove

Case Management -

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-178

Status
colourYellow
titlein progress

Vertic

Harry to schedule in final changes to alerts

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-116

DCR

184

Status
colourYellow
titleclient review

DCR/ClearSky

Continue testing and approval process

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-117

DCR

102

Status
colourYellow
titleclient review

DCR/ClearSky

Test and approve

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-160

Status
colourYellow
titlein progress

Vertic

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-115

DCR

193

Status
colourYellow
titlein progress

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

Jira Legacy
serverSystem JIRAJira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-72

DCR

-230

Approve all tickets in Go-Live checklist

DCR Specific Items

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-153

Status
colourYellow
titlein progress

Vertic

SIL enhancements on hold to facilitate ClearSky Go-Live

Jira Legacy
serverSystem Jira
serverId0d17a854-e115-3ab0-a8a5-5ea60813ef3a
keyDCR-182

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

...