Project Meeting Minutes - 27/03/2024
Date: |
27/03/2024 |
Location: |
Teams |
Present: |
LSE: 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)
URGENT - TICKET-11652. Student Portal download Learner Plans redirects to login screen. Related to Enhanced Domains. DEV COMPLETE - WAITING SYSTEM UPGRADE
Modern Languages Stacked Discount Codes - waiting system upgrade, then configuration.
LS-204 Schools issue
Bump priority
First step to create new YA School and move out all YA related data.
YA Services currently under LSE-OFF
This contains children and adults; therefore difficult to market to.
Need to pull out YA to new School
Requires moving Services, Accounts, Enrolments, Bookings, Finance Journals, Portal Settings (and related)
8,000 migrated Contact records (list rental)
International schools
Client imported them to Account Engagement
Need School updated to new YA School.
Discover London is for 30+; requires HPG booking form, but is under LSE-OFF
Related to Schools issue LS-204 above
Advise client length of time to solve
Project updates (60 minutes)
Online Payment Provider - LS-158/LS-173
Waiting for configuration
Received Opayo credentials from Alkesh 18/03/2024.
Waiting for Brett - Rich to chase.
Business Critical - reply to client after meeting with timeline.
Configure for ML initially; intention to roll this out to other products in future (Online IT, then YA/HPG/other)
Requirements:
ML only. Remove Invoice option. Everyone should pay online.
Total amount only, no deposits.
Copy existing ML email confirmation template, check with Giacomo if any amendments required.
Check with Giacomo for adjustments to Payment Details panel text
Bookings should be auto-emailed, invoiced, receipted, classed.
Dummy course 1p to test with.
LS-73 PCQ Reminders/Flows
Waiting for client to respond on SWPROJECT-2082 with requirements for Flow(s).
LS-72 PCQ Adjustments
Decision agreed on whether to create a separate First Day Registration form
Ben to email projects@schoolworks.co.uk with details of the questions to be removed/adjusted from existing PCQ form
Create new LS ticket for Registration Form creation
Ben to email projects@schoolworks.co.uk with details of the questions required for the Registration Form.
Waiting for client to respond on SWPROJECT-2082 with requirements.
Create new LS ticket for Registration Form reminders/flows
LS-167 Young Adults PCQs
Configured - all OK
Further configuration to be actioned noted on LS-167
LS-205 Young Adults Parent Permissions Form
Configured
Create new LS ticket for YA Forms Reminders/Flows
Client meeting to try to integrate into main school reminders/Flows. Potentially could deal with as the same task.
Potentially new task to create Flows for reminders for these also; waiting for client to advise, following main PCQ Flow meeting
LS-203 - YA Learner Portal (8h)
Waiting for client to configure portal content - Ben/Lee to action and send ticket if support required.
Waiting for Rich to configure permissions/sharing settings
Potential to use mergefields in welcome email to direct students to the correct portal - requires further investigation.
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 confirmed 20 hours for April, May June.
Shirley confirmed next meeting/frequency of meetings to change to two weeks?
Check with Brett what has been billed for Jan, Feb, Mar
Respond to Shirley after Billing meeting Thursday
Wrap up and agreed next steps (10 minutes)
In order of priority:
Payment Gateway for ML (Brett 2h) by 17/04
YA School (4h?) by 17/04
YA Learner Portal activation (4h) by 17/04
PCQ Adjustments (2h)
Registration Form creation (2h)
PCQ/Reg Form Flows (5h)
YA Forms Flows
Date of Next Meeting
11am 17/04/2024