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2020-07-10 Stand-up notes
- Jules Levin
Date
Jul 10, 2020
Participants
@Jules Levin
@Brad Fernandes (Unlicensed)
@Lori Stirling (Deactivated)
@Griffin Homan (Deactivated)
@apirami.kumaradevan (apologies)
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
Alternative channel data deleted to free up space to continue with loading data but it has not freed up the space in the org. AQ investigating.
Large number of defects raised in data conversion testing due to mismatch in mapping. Lori thinks to do with value sets. Possibly require an additional conversion if necessary rerunning specific loads rather than full run.
Outstanding Actions
None
Blockers
Salesforce storage space - Altenrative channel data deleted to free up space but has not released the space. AQ investigating. Also additional 10GB requested from SF. May get provisioned today or early next week.
Focus for next week
Finish data conversion testing
Permission set groups. - @Jules Levin to arrange a meeting with Robin
Process workshops
order apsona licences for people constructing reports and click a button to print stuff such as monica. If process set then doent need licence for everybody. yeng team create licence and schedule the report running then dont need a licence for each person to print. genreal gift processing , propsoect management, donor relations
If do more in SF then dont need many apsona licence for tex receipts, automate and print by batch. Wait until Gift implementation workshop. Can push data from apsona back into SF. can use apsona instead of data wizard in some cases.
Implementation sprints - @Lori Stirling (Deactivated) to review Jira backlog and update comments and progress on items ready for test.
Focus for following week
Continue with process workshops
@Jules Levin to convene second Gift processing session (after @Lori Stirling (Deactivated)provides agenda)
@Jules Levin to convene Donor stewards process session
Apsona licence requirements - Need to determine number of licences required. Will be required for people constructing reports and printing. Generally Gift Processing , Prospect Management, Donor Relations require licences but depends on processes. Scenario could be that licences are required for Yeng’s team to create and schedule the report running then dont need a licence for each person to print. If do more in SF then dont need many apsona licence. For tax receipts, could automate and print by batch. Can also push data from Apsona back into SF so can use Apsona instead of data wizard in some cases. - Wait until Gift implementation workshop to determine Apsona licence requirements.
Action items
Decisions
Wait until Gift implementation workshop to determine Apsona licence requirements.