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Workflows

Update

Notes/Description

Assigned to:

Will we be importing/exporting moving forward? We need to replace inspection WF prior to 2025 inspection year.

We do not have a plan for WF w/ new forms.

Amy

Adrienne

Francie

Danielle

Kristen

Kevin wants WF/Forms ready by 3/15 for SIT/TtT

Amy

Notifications

Update

Notes/Description

Kristen

Templates

Update

Notes/Description

Assigned to:

Update Messages Disclaimer Static Content Area to include info about being disabled: 

image-20240226-195853.pngimage-20240226-195948.png

Francie

Danielle

Forms

Update

Notes/Description

Assigned to:

Static Content

Update

Notes/Description

Assigned to:

Add Help text for the Create Septage Hauler Widget and all the other Create entity screens for the external user. This text is displayed in the blue banner.  

  1. Campground: 

  2. Septage Hauler:   

  3. Septage Waste Receiving Facility: 

  4. Swimming Pool Establishment:  

What is the text?

Configure the CWS Permit workflow to implement the timer correctly (fixed in 15). Must be updated in situ.  The Advanced Property has to be set on 7 steps. Add the Property and the Property Description as shown in the image below 

image-20240226-194647.png

External Alert

New Release information, link to articles in Confluence

Adrienne Schafer

Training Needs

Affected Users

Item

What’s Needed

Assigned to:

Internal - All

Submitted Date → Received Date

Email, update Confluence

Internal - Campgrounds

Additional Campground Search Fields (WATER-6424)

Email

Internal - All

Pre-submitted work (can’t see pre-submitted work, can’t delete externally sourced activity, can’t modify received date)

Email, training

Internal - All

Archiving Files (WATER-6475)

Email, KBA, training

Internal by Districts

Spotlight

Saved Searches

Ability to check others' messages (Worker Dashboards)

Linking

Engineers not reviewing & changing status correctly.

External

Global File Upload (WATER-4640)

KBA, Video

External

New Dashboards (WATER-5403)

KBA, Video

External

Print Dynamic Form (WATER-5836)

KBA

External

Work Item → Activity

Update Confluence

External

New Activity Overviews (WATER-6361, 6362)

Update Confluence

External

Remove button on Attachments card (WATER-6363)

Update Confluence

External

Create Entities (WATER-6418, 6419, 6420, 6421, 6423)

KBA, Video

External

Pre-submitted work

Update Confluence

External

Archiving Files (WATER-6475)

KBA, Video

Training

Train the Trainer (KL&A)

External

Internal

May 13, 2024

Every Wednesday

Utilize Rule School - scheduled week prior to Release

Rel 15 - incorporate LHD and EH external user staff

By District

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