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: |   | 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.
| 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 |  | |
External Alert | New Release information, link to articles in Confluence |
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) | ||
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 | |
Internal/External For internal users that interact with LHDs and the LHD staff. For OCM, we'll need a plan for onboarding the LHD staff that we'll give Edit roles for maintaining the information. | Water-6774 | KBA, Video | RELEASE16 |
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 |