Project Meeting - 08/09/2023
Date: |
08/09/2023 |
Location: |
Online |
Present: |
LSE: Shirley, Natasha, Faeza, Ed SW: Richard |
Apologies: |
N/A |
Minutes
General
LSE growing - new/replacement staff:
New Finance person
YA Manager - Lee Hawkes
ML Manager - Giacomo
BDM - Gabriel Moreira
Peter Bures. Salesforce training. Door entry system. Will prob need full Systems Admin access.
Training required - create new ticket.
Online Booking System
Now operational.
Switch to Salesforce Hyperforce caused the issue.
Caused by translation workbench, related to language and locale.
Schoolworks has a fix deployed.
Bug manifested itself in the client-side browser, not server side. Hence not spotted when pre-tested switch to Hyperforce (i.e. not possible to experience the issue) until after it was switched.
System Upgrade
IT page now available for Online Booking System
Relies on Service Relationship on Course
Defaults to the Course Start End Date
Can sell either X amount of hours per week, or just total amount of hours (to be delivered over a period).
Requires Services to be reviewed and Service Relationships to be configured.
LSE would like an additional portal for IT services only also.
Can land on portal now (via custom site or service group integration code)
Only require one IT Service now for variable hours:
Tick IT Use Hours on Service
Add options in new related object
Enhanced Domains - not yet switched on, but worth GIANT whitelisting the domain at this point (lse.force.com)
Portal Requirements:
In order of priority:
F2F Course + IT
Change Course to “Group Course”
What about those wishing to book F2F IT only? Not made clear in meeting. Not possible to not book a Group Course.
What about hybrid courses that have both a Group and IT component. Use IsCompulsory on the IT component?
YA only (new Portal Settings)
Online IT only (new Portal Settings)
ML only (new Portal Settings)
RT NOTES:
Service Integration Group - can have it's own portal settings
Portal Setting, link via Service Integration Group, so not needing a new Site.
When building IT portal settings, do with client, so they understand the technical aspects.
Young Adults
Send link to Natasha for Book Now button on LSIC website
Faeza to send personal details form fields.
Faeza to send Service Codes
RT to investigate possibility of using Location on main OBS landing page direct to YA site.
Payment Gateway Update
Spoken to 3 providers (Stripe, Sage, Swoosh)
Almost selected, will confirm, prob Sage or Swoosh.
Q4 issue
Would like ability to ring-fence money for Portal 1 & 3 (above)
May require Schoolworks dev to record accurately.
Would like to pay immediately for Portal 2 & 4 (above)
To note, new SW functionality:
Can auto add deposit Sale line and CreSale line in Enrolment to manage Deposits.
Commission Overrides:
Agent Default Commission (in Agent Details) (as long as PriceItem is configured to allow commission)
Account Finance Setting record without an Account can apply a global commission rate for that Service, Finance Group, School.
Account Finance Setting records over-ride this amount can over-ride the AFS record without an Account
Can be configured by Service, Finance Group, School
Modern Languages
Please notify SW before proceeding, as may be under different Organisation.
Most likely set up a new School for this, as may be new limited company with separate number range.
Use template for setting up new School - go through stages to set this up.