Anonymous, bureaucrat, administrator
7,528
edits
Changes
→Reporting
{| class="wikitable" style="width:100%;"
! style="width:5%;align:center;" | Id
! style="width:60%;" | Item
|-
|}
== Construction ==
! style="width:35%;" | Training
|-
| 1. || Is there calling data available? || [[Outbound_-_Queue_Management|Outbound - Queue Management]]
|-
| 2. || Has the field mapping to the data been set up? || [[Form_-_Field_Mapping_Management]]
|-
| 3. || Has the data been loaded? || [[Form_-_Data_Import]]
|-
| 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) || [[Database_-_Data_Cleaning]]
|-
| 6. || Have blank records been removed? || [[Database_-_Data_Cleaning#Remove_Blank_Records]]
|-
|}
== Security Access ==
{| class="wikitable"! style= Security Access "width:5%;align:center;" | Id! style="width:60%;" | Item! style="width:35%;" | Training|-* | 1. || Have all the agents been added?|| [[Create_a_User]]|-* | 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?|| [[Create_a_User#Module_and_Sectional_Groups]]|-* | 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?|| [[ECourse_Security]]|-* | 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?|| [[Form_-_Advanced_Settings#Communications]]|-* | 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?|| [[Organogram_with_Group_Profiling]]|-* | 10. || Have all agents been allocated the correct departments?|| [[System_Access_Management_-_Departments]]|-* | 11. || Has an organogram level been allocated to the form?|| [[Form_-_Security_Access#Security_Group_Tools]]|-|}
== Reporting ==
{| class="wikitable"
! style="width:5%;align:center;" | Id
! style="width:60%;" | Item
! style="width:35%;" | Training
|-
| 1. || What reports are required? || CC-1-4 [[Contact_Centre_Training]]
|-
| 2. || What frequency are the reports required on? || [[Report_Library_-_Scheduled_Reporting]]
|-
| 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? || [[Create_a_User]]
|-
| 5. || Are control bar links to the reports required and have been granted to the appropriate users? || [[Control_Bar]]
|-
| 6. || Has the instant visualisation been cleaned up? || [[Data_Profiling_-_Instant_-_Visualisations#Visualisation_-_Current_Status]]
|-
|}
== Go Live ==