Project Meeting - 20/09/2023
Date: |
20/09/2023 |
Location: |
Online |
Present: |
LSE: Shirley, Natasha, Faeza, Ed, Peter, Ben SW: Richard |
Apologies: |
N/A |
Minutes
General
Giacomo joined as ML Manager
Ben:
Feedback questions. Will send through tickets.
Leaving Report will send questions, to pool together for any combined changes (as Leaving Report hard-coded in the system).
Would like to close off Q3 items as quickly as possible.
ValueText
Online Booking System improvements
Now moving to Q4 Rocks
Moden Languages is the priority
Online IT Booking Portal in Q4 ideally, but lowest priority.
Modern Languages
Highest priority
5 languages
Faeza to send through Key Facts document, Giacomo schedule document.
Need to set up:
Services (by LSE)
Booking Portal (by SW)
Online Tests (training to be given to Ed on this)
Workflows/automations (by SW)
Check Autoclassing function requirements.
Does this dictate the requirement for separate Services by Level, Language, Day, Date?
Would like to auto-convert Enquiry/Estimate, Invoice, Receipt.
Requires payment portal
Possibly would like to use batch email system to send through confirmation and classing details to students prior to course start.
How should the Services be structured? Question over whether there is a need to create a separate Service Code per Day, or whether this can be controlled through the Service Dates?
Auto-document generation? Is this possible? Is this a requirement?
Would like to report out Teacher hours each month.
Teachers are contracted and will invoice LSE for the work.
Look at using Teacher Gross Payroll Batch Payment System.
NOTE:
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.
Young Adults
Future 2024 tasks, need to create Backlog LS tickets (done):
Will require new PCQs for YA Services to capture various aspects of consent.
Will require a new feedback form, separate from Final Feedback.
Will require mechanism to capture flight details and ability to chase.
Entries to YA Portal:
https://londonschool.secure.force.com/ - then select Location - London Young Adults.
https://londonschool.secure.force.com/?site=ya#0 - defaults to YA Services only.
Remove Transfer and Insurance pages - Faeza done.
Meeting adjourned. Pt.2 21/09/2023 9am (Lee, Faeza, Shirley, Ed.)
To discuss:
Personal Details field requirements.
Ability to auto-add arrival and departure transfer and insurance bookings to the Enrolments, with amended Portal Text to explain.
This will then allow the creation of a form to request the details in future easier to create as all Enrolments will have the Bookings created already.