Quality checks when setting up a Form - Revision history

Philip Lacey: /* Reporting */

2018-01-22T21:21:39Z

‎Reporting

Philip Lacey: /* Go Live */

2018-01-22T21:09:51Z

‎Go Live

Philip Lacey: /* Reporting */

2018-01-22T21:08:46Z

‎Reporting

Philip Lacey: /* Security Access */

2018-01-22T21:06:35Z

‎Security Access

Philip Lacey: /* Data preparation */

2018-01-22T20:54:55Z

‎Data preparation

Philip Lacey: /* Preparation */

2017-10-25T12:38:59Z

‎Preparation

Philip Lacey: /* Go Live */

2017-10-25T11:50:15Z

‎Go Live

Philip Lacey at 11:49, 25 October 2017

2017-10-25T11:49:36Z

Philip Lacey: /* Setup */

2017-10-25T11:39:30Z

‎Setup

Philip Lacey: /* Setup */

2017-10-25T11:38:14Z

‎Setup

@@ Line 156: / Line 156: @@
 |-
 | 5. || Are control bar links to the reports required and have been granted to the appropriate users? || [[Control_Bar]]
 |-
 |}

@@ Line 167: / Line 167: @@
 ! style="width:35%;" | Training
 |-
-| 1. || Has the end client been allowed to review the process? ||
+| 1. || Has the end client been allowed to review the process? || [[Create_a_User]]
 |-
-| 2. || Can a test agent perform the first call in advance of the team go live? ||
+| 2. || Can a test agent perform the first call in advance of the team go live? || [[User_Profiling_-_Start_Here]]
 |-
 |}

@@ Line 147: / Line 147: @@
 ! style="width:35%;" | Training
 |-
-| 1. || What reports are required? ||
+| 1. || What reports are required? || CC-1-4 [[Contact_Centre_Training]]
 |-
-| 2. || What frequency are the reports required on? ||
+| 2. || What frequency are the reports required on? || [[Report_Library_-_Scheduled_Reporting]]
 |-
-| 3. || Are the there any data profiling reports required? ||
+| 3. || Are the there any data profiling reports required? || CC-2-4 [[Contact_Centre_Training]]
 |-
-| 4. || Has the end client got a log in to retrieve the reports themselves? ||
+| 4. || Has the end client got a log in to retrieve the reports themselves? || [[Create_a_User]]
 |-
-| 5. || Are control bar links to the reports required and have been granted to the appropriate users? ||
+| 5. || Are control bar links to the reports required and have been granted to the appropriate users? || [[Control_Bar]]
 |-
 |}
 == Go Live ==

@@ Line 115: / Line 115: @@
 ! style="width:35%;" | Training
 |-
-| 1. || Have all the agents been added? ||
+| 1. || Have all the agents been added? || [[Create_a_User]]
 |-
-| 2. || Have all the agents been granted permission to the module? ||
+| 2. || Have all the agents been granted permission to the module? || [[Create_a_User#Module_and_Sectional_Groups]]
 |-
-| 3. || Have all the agents been granted permission to the section? ||
+| 3. || Have all the agents been granted permission to the section? || [[Create_a_User#Module_and_Sectional_Groups]]
 |-
-| 4. || Have all the agents been granted permission to the form? ||
+| 4. || Have all the agents been granted permission to the form? ||  [[Form_-_Security_Access]]
 |-
-| 5. || Have all the agents been granted permission to the eCourse supporting content? ||
+| 5. || Have all the agents been granted permission to the eCourse supporting content? || [[ECourse_Security]]
 |-
-| 6. || Have all the agents been granted permission to the appropriate control bar links? ||
+| 6. || Have all the agents been granted permission to the appropriate control bar links? || [[Control_Bar]]
 |-
-| 7. || Have the send from email and sms addresses been checked on the form? ||
+| 7. || Have the send from email and sms addresses been checked on the form? || [[Form_-_Advanced_Settings#Communications]]
 |-
-| 8. || Have the send from email and sms addresses been checked on each outcome? ||
+| 8. || Have the send from email and sms addresses been checked on each outcome? || CC-1-5 [[Contact_Centre_Training]]
 |-
-| 9. || Have all the agents been included in the organogram and appropriate teams? ||
+| 9. || Have all the agents been included in the organogram and appropriate teams? || [[Organogram_with_Group_Profiling]]
 |-
-| 10. || Have all agents been allocated the correct departments? ||
+| 10. || Have all agents been allocated the correct departments? || [[System_Access_Management_-_Departments]]
 |-
-| 11. || Has an organogram level been allocated to the form? ||
+| 11. || Has an organogram level been allocated to the form? || [[Form_-_Security_Access#Security_Group_Tools]]
 |-
 |}
 == Reporting ==

@@ Line 93: / Line 93: @@
 ! style="width:35%;" | Training
 |-
-| 1. || Is there calling data available? ||
+| 1. || Is there calling data available? || [[Outbound_-_Queue_Management|Outbound - Queue Management]]
 |-
-| 2. || Has the field mapping to the data been set up? ||
+| 2. || Has the field mapping to the data been set up? || [[Form_-_Field_Mapping_Management]]
 |-
-| 3. || Has the data been loaded? ||
+| 3. || Has the data been loaded? || [[Form_-_Data_Import]]
 |-
-| 4. || Has the data been checked that it loaded properly? ||
+| 4. || Has the data been checked that it loaded properly? || [[Form_-_Data_Import]]
 |-
-| 5. || Have all translation fields been translated as appropriate (Title, County, Lists, Cross linked fields) ||
+| 5. || Have all translation fields been translated as appropriate (Title, County, Lists, Cross linked fields) || [[Database_-_Data_Cleaning]]
 |-
-| 6. || Have blank records been removed? ||
+| 6. || Have blank records been removed? || [[Database_-_Data_Cleaning#Remove_Blank_Records]]
 |-
 |}
 == Security Access ==

@@ Line 14: / Line 14: @@
-{| class="wikitable"
+{| class="wikitable" style="width:100%;"
 ! style="width:5%;align:center;" | Id
 ! style="width:60%;" | Item
@@ Line 32: / Line 32: @@
 |-
 |}
 == Construction ==

@@ Line 112: / Line 112: @@
 == Security Access ==
-* Have all the agents been added?
-* Have all the agents been granted permission to the module?
-* Have all the agents been granted permission to the section?
+{| class="wikitable"
-* Have all the agents been granted permission to the form?
+! style="width:5%;align:center;" | Id
-* Have all the agents been granted permission to the eCourse supporting content?
+! style="width:60%;" | Item
-* Have all the agents been granted permission to the appropriate control bar links?
+! style="width:35%;" | Training
-* Have the send from email and sms addresses been checked on the form?
+|-
-* Have the send from email and sms addresses been checked on each outcome?
+| 1. || Have all the agents been added? ||
-* Have all the agents been included in the organogram and appropriate teams?
+|-
-* Have all agents been allocated the correct departments?
+| 2. || Have all the agents been granted permission to the module? ||
-* Has an organogram level been allocated to the form?
+|-
 == Reporting ==
-* What reports are required?
-* What frequency are the reports required on?
-* Are the there any data profiling reports required?
+{| class="wikitable"
-* Has the end client got a log in to retrieve the reports themselves?
+! style="width:5%;align:center;" | Id
-* Are control bar links to the reports required and have been granted to the appropriate users?
+! style="width:60%;" | Item
 == Go Live ==
-* Has the end client been allowed to review the process?
-* Can a test agent perform the first call in advance of the team go live?

@@ Line 71: / Line 71: @@
 ! style="width:35%;" | Training
 |-
-| 1. || Is the form live? || [[Form_-_Advanced_Settings#Access]]
+| 1. || Is the form live? || [[Form_-_Advanced_Settings#Access|Form - Advanced Settings#Access]]
 |-
-| 2. || Is the form an appropriate type (inbound, outbound, blended) ? || [[Bxp_Form_Types]]
+| 2. || Is the form an appropriate type (inbound, outbound, blended) ? || [[Bxp_Form_Types|Bxp Form Types]]
 |-
-| 3. || Are the dates on the form active for the correct period? || [[Bxp_Form_Types]]
+| 3. || Are the dates on the form active for the correct period? || [[Bxp_Form_Types|Bxp Form Types]]
 |-
-| 4. || Have call back supporting elements been turned on and available to agents? || [[Reminders#Call_backs]]
+| 4. || Have call back supporting elements been turned on and available to agents? || [[Reminders#Call_backs|Reminders#Call backs]]
 |-
-| 5. || Is there an eCourse detailing what management and operational parameters are to be used when the team lead is managing the outbound stacks? (outbound only) || [[Outbound_-_Queue_Management]]
+| 5. || Is there an eCourse detailing what management and operational parameters are to be used when the team lead is managing the outbound stacks? (outbound only) || [[Outbound_-_Queue_Management|Outbound - Queue Management]]
 |-
-| 6. || Has the initial stack been set? || [[Outbound_-_Queue_Management#Set_the_current_working_outcome]]
+| 6. || Has the initial stack been set? || [[Outbound_-_Queue_Management#Set_the_current_working_outcome|Outbound - Queue Management#Set the current working outcome]]
 |-
-| 7. || Has the team lead been trained on what goes into managing stacks? || [[Outbound_-_Queue_Management]]
+| 7. || Has the team lead been trained on what goes into managing stacks? || [[Outbound_-_Queue_Management|Outbound - Queue Management]]
 |-
 |}

@@ Line 79: / Line 79: @@
 | 4. || Have call back supporting elements been turned on and available to agents? || [[Reminders#Call_backs]]
 |-
-| 5. || Is there an eCourse detailing what management and operational parameters are to be used when the  || team lead is managing the outbound stacks? (outbound only) || [[Outbound_-_Queue_Management]]
+| 5. || Is there an eCourse detailing what management and operational parameters are to be used when the team lead is managing the outbound stacks? (outbound only) || [[Outbound_-_Queue_Management]]
 |-
 | 6. || Has the initial stack been set? || [[Outbound_-_Queue_Management#Set_the_current_working_outcome]]
@@ Line 86: / Line 86: @@
 |-
 |}
 == Data preparation ==