Project Meeting - 16/08/2023
Date: |
27/06/2023 |
Location: |
Online |
Present: |
LSE: Shirley, Natasha, Faeza, Ed SW: Richard |
Apologies: |
N/A |
Minutes
General
Feedback running well.
Some changes to come once discussed internally. Wait to hear from client.
eFlex & ValueText, still Q3, but now lower priority.
eFlex SWPROJECT-1456 - waiting client confirmation.
Require some additional licenses
Client to send new tickets with details.
Booking Portals
Focus now on new Booking Portals, specifically:
Young Adults - launching 01/09/2023
Modern Languages - launching mid-Oct
Ability to book IT services - no hard deadline, just asap.
Young Adults Booking Portal
Will sit under LSE-Off School.
No payment required currently.
Select Course only, with no (service) options. No accomm, no restaurant pass.
Different personal details form > some custom fields.
Ideally everyone comes to the same booking system landing page, and siphened to the correct portal through the Location field.
But phase 1, can direct students to YA portal settings/site through website/other customer comms.
Client to set up Services (under LSE-OFF School).
3 Course Services only. Client to advise when done.
Separate Insurance and Transfer screens to be able to report on those, at €0.
Client to send through Personal Details form/questions.
Schoolworks To Do
New Portal Setting (site)
New Portal Text field to change wording on screens.
Create Service Group to map Services to Portal Settings record.
Create custom fields where required on Enquiry and Account
Create System Object Fields and System Object Field Mapping to push from Enquiry to Account.
Permissions for guest user to access
Fieldsets to display on Personal Details form
Email template for Student Confirmation email.
Internal email alert
Poss SW follow up form to capture Transfer Details in future
This is a very time-consuming manual process.