2024-03-29 Meeting notes

Recording

Video Conferencing, Web Conferencing, Webinars, Screen Sharing

Passcode: y$61reV#

Community Engagement Team

• Connecting with multiple agencies to understand the best changes to implement during this phase

Resource Verification Team

Utilizing status to indicate if agency is print only, intake online, information only status:NOT ACCEPTING XXX status:PRINT ONLY creating ticket

• Placement to include how to document for first time community agents - create ticket

• Currently on production

  • Service Hours

  • Link

  • Languages

  • Required Documents

  • Status

  • Application Process (Hide)

  • Eligibility Requirement (Hide)

  • Contact Information - only show if linked to service or program

• Change for production (on the verification side)

  • To be included from dev side

    • Zip code

    • Email at location tab

    • Record cannot be set to “Verified” if a location exists without at least 1 program or service mapped to it

    • Record cannot be set to “Verified” if any programs or services exist (for that agency) without any mapping to a location

    • editing of data will not be allowed when the record is in “Verified” state or “Ready to merge” state

  • New from Tara

    • Service Hours - for both service and location (Required)

    • Link - all tabs (Required)

    • Languages - loc, service, program (Required)

    • Required Documents - need a N/A option also (Required)

    • Status - already set to required (Required)

    • Accepting New Clients - new field created status:done

    • Email field at the program level (to sync w/ service table) status:done

  • Resource view from CCC end-user, on CRX verification for the verification team to “preview”

  • Tag functionality at service and program

  • CCC UI changes for search - combine search textboxes

    • one textbox for search, one for zip code, and dropdown for radial distance

• Service updates

  • Need accepting new clients status:done

  • Need contact information status:in progress

• Program updates

  • Need Required Documents status:n/a

• What is displayed for programs on production

  • Need to separate Service and Programs

    • supported through tags

• Verification queuing agencies?

• Time frame for status updates to be completed? ASF goes live 2nd week in May

• New ideas and feedback

  • Batch or group function: for example:

    • Link a service to all locationshttps://pcic.atlassian.net/browse/CRX-764

    • Link a program to all locations

    • Reset linkage for services

    • Reset linkage for programs

Software Development Team