Project Meeting Minutes - 12/03/2024
Date: |
12/03/2024 |
Location: |
Teams |
Present: |
LSE: Shirley, Faeza, Ben B, Ed, Lee, Julia SW: Richard |
Apologies: |
Brett, Natasha |
Minutes
This is a monthly update meeting for ongoing projects (January – March)
The meeting is strictly 90 minutes with the following agreed agenda:
Support update questions & Review of New Tickets (20 mins)
Renamed Locations, added “London (Summer)”
Feedback triggers - adjusted prior to Christmas, Ben to check. OK TO CLOSE
URGENT - TICKET-11652. Student Portal download Learner Plans redirects to login screen. Related to Enhanced Domains. DEV COMPLETE - PATCH UPGRADE TODAY
URGENT - TICKET-11719 Default Schools. Rich investigated - escalated as requires bulk data updates. Created new client task LS-204 to cover work. WAITING FOR DEV
Project updates (60 minutes)
LSE Online IT - LS-81
Done, signed off
Online Payment Provider - LS-158/LS-173
Waiting for configuration
Faeza to send through Opayo portal credentials.
Intention to roll this out to other products (Online IT, then YA/HPG/other in future)
Questions (can deal with on ticket):
Should credit card be an option for ALL portals (LSE, ML, YA, Online IT)
ML only. Remove Invoice option. Everyone should pay online.
Should it be a payment option for both Deposit and Total amounts?
Total amount only, no deposits.
Different customer confirmation email template required - payment vs non-payment?
Copy existing ML email confirmation template, check with Giacomo if any amendments required.
Any adjustments to Payment Details panel text?
Check with Giacomo
Automation of conversion/invoicing/receipting?
Yes, go ahead. Should feed through and be auto-emailed, invoiced, receipted, classed.
Testing
Dummy course 1p to process.
LS-73 PCQ Reminders (2h)
Business owner - Ben/Julia
Contact Ben/Julia with requirements
Internal email notifications
LS-72 PCQ Adjustments (2h)
Business owner - Ben/Julia
Contact Ben/Julia with requirement
LS-203 - YA Learner Portal (8h)
Shirley green light to create the YA Learner Portal.
Possible, but needs to be one welcome email
Amend welcome email text to direct users to both portals
Rich to activate (permissions/sharing settings)
Rich to create Portal content draft - send to Ben/Lee when done for them to configure.
LS-167 Young Adults PCQs (2h)
Configured - all OK
Further configuration to be actioned noted on LS-167
LS-133 Learner Plans
Comparison of two options:
Keep chart, restore confidence markers, trainer comments etc., fix code. - UNKNOWN DEPENDENT ON CODE/CONFIG,
Requires escalation to Brett as he managed the original implementation.
Starting afresh with new Learner Report/Document (but more basic). - Estimated 4h
Finance
Bank Account
Xero interface
Brett meeting to be scheduled
Accommodation Batch
In progress
Agreed Hours
Shirley to confirm hours for April, May June.
Shirley to confirm next meeting/frequency of meetings to change to two weeks?
Check what has been billed for Jan, Feb, Mar
Wrap up and agreed next steps (10 minutes)
Date of Next Meeting
27/03/2024 - Ben to send invite