Versions Compared

Old Version 19

changes.mady.by.user ify.onyenokweorhiunu

Saved on

compared with

New Version Current

changes.mady.by.user ify.onyenokweorhiunu

Saved on

Key

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

...

Notification trigger

Notification format (i.e. email v in-app)

Recipient(s) (Trainee / Admin)

Summary v Detail

Rules

Comment

1

Add new concern

Email

Trainee

Detail

Manually triggered

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

Close concernClose concern

Email

Trainee

Detail

Manually triggered

Not required - agreed

3

Manually add a connection

Email

Trainee

Detail

Manually triggered

Template required

4

Manually remove a connection

Email

Trainee

Detail

Manually triggered

Not Template required - agreed

5

Manually add a connectionSubmit recommendation

Email

Trainee

Detail

Manually triggered

Template required

6

Manually remove a connectionBrought Forward Date

Email

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

Email

Trainee

Detail

Manually triggered

Template required

8

Non - engagement

Email

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

Email

Trainee

Detail

Manually triggered

Template required

12

Brought Forward Date

Email

Trainee

Detail

Manually triggered

Template required

13

Deferrals

Email

Trainee

Detail

Manually triggered

Template required

14

Non - engagement

Email

Trainee

Detail

Manually triggered

Template required

15

Concerns next review date up coming

In-app

Admin

Summary

Automated

Frequency tbc

Journey mapping

  1. Assign Admin

...

2. Un-assign Admin

...

3 Manually Add connection

...

4. Manually remove connection

...

5. Submit recommendation

...

6. Brought forward date

...

7. Deferrals

...

8. Non Engagement

...

9. Flag imminent CCT dates

...

10. Flag Outcome 6 in the last month

...

11. Concerns next review date up coming

...

In-app

...

Admin

...

Summary

...

Automated

...

Frequency tbc

...

Other considerations / questions to be discussed with PO (Alistair Pringle (Unlicensed) ) & delivery team

Assumption/question

Comments

  • No other notifications agreed as necessary

n/a

  • Templates

    • initial creation

    • editing

    • mechanism for editing details before they are sent to trainees - this may be very complex

  • Ability to trigger notifications automatically and manually - particularly for trainees

  • Ability to view notifications/comms that have been sent previously, and attach them to a trainee record - possibly as thread

  • Out of scope - draft & save notification

  • Any CTA required within the in-app notifications, if so, what are the limitations?

    • link out to record only

    • only show the admin who has been assigned

  • Ability to turn notifications on/off (admin)?

  • Ability to reply to emails (trainee)?

  • SMS?

  • How does this tie in w/TIS self-service? discuss w/??

Should be built as re-usable component

  • Need to involve Ashley, Andy, Pepe et al in solution & functional design

Notes