Key | Remarks | WB and HOG Status | Confluence Page Link | SIT: Deployed | SIT: Testing | UAT Deployed | UAT Testing | Production Deployment - Post Technical Validation |
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TAP-98 | Opportunity Component, Trust Condition field should be made mandatory when Designation is NOT "PENDING" |  WB approved
HOG approved | TAP-98 | Done | Done | Done | Done | - Check if new validation rule "USYD_Required_Trust_for_Non_Pending_Des" in Opportunity Component object is deployed and ACTIVE
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TAP-860 | Lead Conversion not populating email address and phone on contact according to new business rule. | WB approved HOG approved | TAP-860 | Done | Done | Done | Done | - Check if "USYD Converted Lead Update flow" is deployed and ACTIVE
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TAP-900 | Opportunity - Usyd_Gift_theme__c - Picklist values change | WB approved HOG approved | TAP-900 | Done | Done | Done | Done | - Validate if picklist value for Opportunity.Usyd_Gift_Theme__c is changed from: "Student Support (Equity Access)" to: "Student Support (MySydney)"
- Validate if the picklist value references for identified Reports are reflecting the new value: "Student Support (MySydney)"
Reports to check: - USYD Student Supports Campaign > Opportunity Due This Year
- USYD Student Supports Campaign > Opportunity Due Total - CTD
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TAP-1084 | Indigenous Prospect Pool and Gift Theme | WB approved HOG approved | TAP-1084 | Done | Done | Done | Done | - Validate if picklist value for Opportunity.Usyd_Gift_Theme__c has been renamed from: "Indigenous Pathways" to "Indigenous"
- New picklist value for Opportunity.AQC_Prospect_Pool__c should be available "Indigenous Strategy and Services"
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TAP-1085 | Parent Campaign field should not be mandatory | WB approved HOG approved | TAP-1085 | Done | Done | Done | Done | - Validate if "Parent Campaign" field is optional (w/o red asterisk) in CAMPAIGN object’s page layout:
USYD Lightning Contact Campaign Appeal Layout_Survey USYD Lightning Contact Campaign Appeal Layout_Post_event USYD Lightning Contact Campaign Appeal Layout_P2P USYD Lightning Contact Campaign Appeal Layout_Memorial USYD Lightning Contact Campaign Appeal Layout_Inst_comms USYD Lightning Contact Campaign Appeal Layout_Form USYD Lightning Contact Campaign Appeal Layout_Event USYD Lightning Contact Campaign Appeal Layout |
TAP-1294 | Update "Death" fields on contact to be editable by only GA & Sys Admin | WB approved HOG approved | TAP-1294 | Done | Done | Done | Done | - Check Contact Page Layout (Death field should be read only on all page layouts)
- Check Profile (should be read only)
- Removed Cause of Death in contact page layout
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TAP-1322 | Add the transaction history to page layout | WB approved HOG approved | TAP-1322 | Done | Done | Done | Done | - Check Transaction Page Layout UAT vs PROD
- Check the Transaction Field History tracking UAT vs PROD
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TAP-1425 | Add New Picklist Values to Contact Mailing Address Modified Source | WB approved HOG approved | TAP-1425 | Done | Done | Done | Done | - Validate if “Australia Post” is added as picklist value to Mailing Address Modified Source <Usyd_Mailing_Address_Modified_Source__c> field in the Contact object.
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TAP-1433 | Direct deposit batches must not feed to the general ledger so "Do Not Feed" should be ticked. | WB approved HOG approved | TAP-1433 | Done | Done | Done | Done | - Validate if 2 NEW Validation Rules in Batch Object are deployed and ACTIVE
Usyd_do_not_feed_not_required
Usyd_do_not_feed_required - Validate if the picklist values - Telephone Program, Legacy System are deactivated
Field: Source of Data <AQB__SourceofData__c>
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TAP-1434 | Activate Chatter on Task | WB approved HOG approved | TAP-1434 | Done | Done | Done | Done | Done | Done- Validate if Task object page layouts has the “Post” button Gift Implementation Usyd - Task Layout
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TAP-1589 | Update Rossie's position in receipt and pledge reminder templates | WB approved HOG approved | TAP-1589 | Done | Done | Done | Done | N/A, all changes are done manually on the Apsona templates |