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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 |
|
|
|
|
| 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 | Deferrals | Trainee | 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
Assign Admin
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2. Un-assign Admin
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3 Manually Add connection
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4. Manually remove connection
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5. Submit recommendation
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6. Brought forward date
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7. Deferrals
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8. Non Engagement
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9. Flag imminent CCT dates
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10. Flag Outcome 6 in the last month
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11. Concerns next review date up coming
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In-app
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Admin
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Summary
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Automated
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Other considerations / questions to be discussed with PO (Alistair Pringle (Unlicensed) ) & delivery team
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