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Notification trigger | Notification format (i.e. email v in-app) | Recipient(s) (Trainee / Admin) | Summary v Detail | Rules | Comment | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
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| Not required - agreed | ||||||||||||
| 2 | Assign Admin | In-app | Admin | Summary | Automated | Displays all records assigned to Admin + link | ||||||||||||
| 3 | Unassign Admin | In-app | Admin | Summary | Automated | Displays all records assigned to Admin + link | ||||||||||||
| 4 |
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| Not required - agreed | ||||||||||||
| 3 | Manually add a connection | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 4 | Manually remove a connection | Trainee | Detail | Manually triggered | Not Template required - agreed | |||||||||||||
| 5 | Manually add a connectionSubmit recommendation | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 6 | Manually remove a connectionBrought Forward Date | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 7 | Automated archiving of records | In-app | Admin | Summary | Automated | Dependency on understanding what the archiving policy will be | 8 | Bulk assign Reval admin | In-app | Admin | Summary | Automated | Displays all records assigned to Admin + linkDeferrals | Trainee | Detail | Manually triggered | Template required | |
| 8 | Non - engagement | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 9 | Flag imminent CCT dates | In-app | Admin | Summary | Automated | Frequency tbc | ||||||||||||
| 10 | Flag Outcome 6 in the last month | In-app | Admin | Summary | Automated | Frequency tbc | ||||||||||||
| 11 | Submit recommendation | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 12 | Brought Forward Date | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 13 | DeferralsTrainee | Detail | Manually triggered | Template required | ||||||||||||||
| 14 | Non - engagement | Trainee | Detail | Manually triggered | Template required | |||||||||||||
| 15 | Concerns next review date up coming | In-app | Admin | Summary | Automated | Frequency tbc |
Journey mapping
Other considerations / questions to be discussed with PO (Alistair Pringle (Unlicensed) ) & delivery team
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