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18/10/2024

Participants: laila.valterio Adriana Sung rommel.ngo jing.xie seonah.choe john.lardis gaurang.fichadia sekar.krishnan jessica.wood

Recording Link

Jira Tickets discussed in the session:

#

Key

Summary

1

TAPSS-2321

UC01 Types of Activities

2

TAPSS-2188

UC16 Activity and Details Visibility - TAP wide

3

TAPSS-2328

UC08 Specify activity User Experience for Call Task (Layout)

Decisions

#

Jira#

Decision Summary

D-031

  1. TAPSS-2321

This ticket is now 'Ready'.  Business sign-off required

D-032

  1. TAPSS-2188

How to define 'sensitive' data? : To be defined by Field, not by the record. 

D-033

  1. TAPSS-2188

If someone send sensitive information (credit card details etc), we should not store in system.  Not part of this ticket but potential action to addrerss it in the future

  1. Training perspective

  2. How to remove what's in the system as a separate initiative.

D-034

  1. TAPSS-2188

Q: is there any DO who want to keep private activity?  Business to confirm but the discussion is not part of this ticket and  activity should  be public
A:Decision is to keep it public. 

D-035

  1. TAPSS-2188

Q: Why block non-tap user to view if we are aiming to not store sensitive data?  A: there are non-tap users who we still want to block further details not just stricktly privacy sensitive but tap-sensitive.  May not be legal-breach, but more for commercial sensitivity.

D-036

3.TAPSS-2328

There are fields that we need business decision on before progressing to the next step. 
Call Subject Picklist vs Subject free text
Call Resulsts picklist values
Purpose picklist values
Type picklist values. 

Actions

#

Jira#

Action

Action Owner

A-015

  1. TAPSS-2321

Business Sign-off for the ticket
Build efforts will be distributed to other ticket but training and change management to refer this ticket for the confirmed types of activities

john.lardis tina.verma for Training piece

A-016

  1. TAPSS-2188

Sekar to confirm the design and progress

sekar.krishnan

A-017

3.TAPSS-2328

4 Jira subtasks for the business decision and input are now assigned to John to finalise so TAPSS-2328 can progress:

TAPSS-2360 Decision on Call subject (Picklist) vs Subject with free text
TAPSS-2361 Decision on Call Result Picklist values

TAPSS-2362 Decision on Purpose Picklist values

TAPSS-2363 Decision on Type Picklist values

john.lardis

4/10/2024

Participants: laila.valterio Adriana Sung rommel.ngo jing.xie seonah.choe john.lardis gaurang.fichadia

Recording Link

Activity high level BRD Confluence to provide overview: Activity Reports BRD (Epic TAPSS-2039 ) - TAP - Advancement Portfolio Product - Confluence (atlassian.net)

Epic for Activity: [TAPSS-2039] AQ Activity Report to Salesforce Activity - Analysis - JIRA (atlassian.net)

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