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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

Email announcements

internal and external

Adrienne

Website updates

Adrienne

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 - SP/CG

Adrienne - Septage

Danielle - back-up

Forms

Create/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?

Kristen

Danielle

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

Francie/Adrienne/Danielle

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

External

LHD Dashboard

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

Demo Days - June 17th

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