Action Item
|
Who
|
When
|
Comments
|
Status
|
Earned credit at team level
|
Carol
|
|
On hold until upgrade testing completed
|
On hold
|
Add new SFDC field to capture subject for an attachment
|
Antoine
|
March 30
|
constrained to 50 characters.
April 6 Unable to modify attachment object to add subject field.
Parsing function will be added to API to handle requirement.
|
Deleted
|
Add "subject" to attachment
|
Don
|
March 30
|
waiting on SFDC field creation.
April 6 Unable to modify attachment object to add subject field.
Parsing function will be added to API to handle requirement. "|" will be used as delimiter. Construct for naming of file will be: subject | type | filename.extension
|
In-Progress
|
Add new SFDC field to capture "type" for an attachment
|
Antoine
|
March 30
|
- contracts
- email
- expedited
April 6 Unable to modify attachment object to add type field.
Parsing function will be added to API to handle requirement.
|
Deleted |
Add "Type" to attachment
|
Don
|
March 30
|
waiting on SFDC field creation
April 6 Unable to modify attachment object to add type field.
Parsing function will be added to API to handle requirement. "|" will be used as delimiter. Construct for naming of file will be: subject | type | filename.extension
|
In-Progress
|
Run SAS job in SFDC test environment to populate account information
|
Antoine
|
March 30
|
|
Completed
|
Contact d-Wise with maintenance contract request
|
Stan
|
March 28
|
d-Wise can no longer provide services to JMP as this is not part of their core mission.
We are a Health and Life Sciences focused organization and we are striving to focus on delivering value to those organizations as well as focusing on our core mission - "Innovation for a healthier world".
|
Completed
|
Confirm March hours remaining for d-Wise contract
|
Stan
|
March 7
|
~approximately 10 30 hours remaining
|
Completed
|
Contact d-Wise to see if they can help with SOP writing
|
Stan
|
March 28
|
d-Wise can no longer provide services to JMP as this is not part of their core mission.
We are a Health and Life Sciences focused organization and we are striving to focus on delivering value to those organizations as well as focusing on our core mission - "Innovation for a healthier world".
|
Completed
|
Schedule meeting with Business Operations to discuss development activities
|
Stan
|
March 29
|
Will work on documenting account validation and contact ID processes before proceeding.
Business Operations will take ownership of this effort.
Goal: Round-trip create/read/write of account and contact ID from Orion to SFDC
Queueing system to consolidate processing of requests that will allow for resource, efficiency gains, higher quality data, and more predictable timing.
|
Completed
|
Decision:
actual contact record required in SFDC or
dummy contact record with actual passed as attachment
or
SFDC admin to provide data entry
|
Jon / Todd / ?
|
|
Handled through queueing system as noted above
|
Deleted
|
Opportunity type passed to Orion incorrect. For example, upgrade shown as new
|
Don
|
April 6
|
Investigating.
April 6: Working with Orion team to identify possible causes.
|
In-Progress
|
API timeout when session is idle for an extended period of time
SAS 7612311958
|
Don
|
|
With the API scheduled to run every 5 minutes this should not be an issue. Workaround is to restart the SAS session.
|
On hold
|
Prevent multiple attempts to post same failed record to Orion
|
Don / ?
|
|
Need to provide requirements on how to handle
April 6:
In rare case that the API is attempting to write to SFDC with successful post (Orion return code) and SFDC has catastrophic failure the API will not process any other requests until this error status is cleared and a successful update to SFDC has been completed
|
In-Progress
|
Verify data mapping fields are final
|
Tina / Antoine
|
April 13
|
|
|
SFDC 2.0 rollout
|
Tina
|
|
|
|
SAS macro API Documentation covering use and how to modify field names
|
Don
|
April 13
|
April 6:
d-Wise to make draft available for review April 20
|
In-progress
|
test case writing / editing
|
Ashley / Kathy / Stan
|
April 13
|
April 6:
Identify which test cases need attachments and opportunities created and update accordingly
Review Upgrade test cases for completeness; do opportunities and attachments exist
|
In-progress
|
Add test cases to stage
|
Antoine
|
|
|
Completed
|
Update test cases with opportunity information
|
Ashley / ?
|
April 13
|
|
In-progress
|
Add available Orion Contact IDs to SFDC test environment
|
Antoine
|
April 6
|
|
Completed
|
Add available Orion account IDs to SFDC test environment
|
Antoine
|
April 6
|
|
Completed
|
Execute the Upgrade test cases
|
|
April 27
|
|
Open
|
Document Account validation process
|
Carol / Kathy
|
April 6
|
April 6
First pass of process created. Ready for data flow mapping and requirements writing.
|
In-progress
|
Document Contact creation process
|
Carol / Kathy
|
April 6
|
April 6
First pass of process created. Ready for data flow mapping and requirements writing.
|
In-progress
|
Review account IDs and contact IDs in SFDC test environment for inaccuracies
|
Kathy / Ashley / Stan
|
April 20
|
April 6
Review accuracy for inconsistencies, missingness, and inaccuracies
|
In-progress
|
Review matching criterion for Orion account IDs
|
Antoine / Stan / Kathy
|
April 20
|
April 6
Review criterion to see if we can improve accuracy based on findings from review
|
In-progress
|
| Review matching criterion for Orion contact IDs |
Antoine / Stan / Kathy |
April 20 |
April 6
Review criterion to see if we can improve accuracy based on findings from review
|
In-progress |
Review account validation process and contact ID creation process developed by Business Operations
|
Kathy/ Carol / Stan |
April 13 |
Verify requirements. Write specifications. Document data flow. Prepare to for full team review.
|
In-progress
|
