Medium Cottingham & Butler used their SISCO call center to enroll the Lily employees into their Unum benefits (Accident/CI). C&B paid for an administrative seat for each of those SISCO call center reps so we could track which call center rep elected which employee. The call center usernames in WORKTERRA are the same as their username in Unum. Jason (C&B) would like to see a report of which call center reps enrolled which employees. This is critical for their benefit set up. David Rhodes and Steve Allison have asked me to create a JIRA and attach the files which need to be populated.
Waverly from Unum shared exactly what she is looking to receive:
“What we need on the file is the username of the benefit counselor (SISCO call center employee) that enrolled each individual, not their name. We had asked when we set this up to have the usernames for WorkTerra match the usernames for our proprietary enrollment system, as this allows us to check licensure without having to re-request social security numbers for each individual when we get the file.”
| Field | Original Value | New Value |
|---|---|---|
| Assignee | Evan Tuckey [ etuckey ] | Satya [ ID10004 ] |
| Account Executive | Steve Allison [ sallison ] | Evan Tuckey [ etuckey ] |
| Account Executive | Evan Tuckey [ etuckey ] | Kevin Walker [ kwalker ] |
| Link | This issue causes EDI-60 [ EDI-60 ] |
| Assignee | Satya [ ID10004 ] | Rohan Khandave [ rohan.khandave ] |
| Assignee | Rohan Khandave [ rohan.khandave ] | Evan Tuckey [ etuckey ] |
| Issue Type | Support Activity [ 10301 ] | Enhancement [ 4 ] |
| Status | Open [ 1 ] | New Request [ 10029 ] |
| Support Task Type | Query Resolution [ 11205 ] | |
| Workflow | WT_Support [ 14517 ] | WT_Features [ 14542 ] |
| Item State | Parent values: Development(10200)Level 1 values: Development Backlog(10205) |
| Dev Estimates | 64 |
| Module | Parent values: BenAdmin(10100)Level 1 values: Report(10109) | Parent values: BenAdmin(10100)Level 1 values: Export(10110) |
| Attachment | Lily_WT1488.zip [ 14524 ] |
| Assignee | Evan Tuckey [ etuckey ] | Hrishikesh Deshpande [ hrishikesh.deshpande ] |
| Assignee | Hrishikesh Deshpande [ hrishikesh.deshpande ] | Evan Tuckey [ etuckey ] |
| Fix Version/s | 1.0 [ 10000 ] |
| Component/s | BenAdmin [ 10000 ] |
| QA Estimates | 16 |
| Sprint | WT Sprint 1 [ 6 ] |
| Rank | Ranked higher |
| Status | New Request [ 10029 ] | Pending for Approval [ 10002 ] |
| Status | Pending for Approval [ 10002 ] | Approved for Development [ 10003 ] |
| Item State | Parent values: Development(10200)Level 1 values: Development Backlog(10205) | Parent values: Development(10200)Level 1 values: In Analysis(10204) |
| Assignee | Evan Tuckey [ etuckey ] | Rajendra Pawar [ rajendra.pawar ] |
| Developer | Rajendra Pawar [ rajendra.pawar ] |
| Status | Approved for Development [ 10003 ] | In Development [ 10007 ] |
| Dev Due Date | 21/Apr/2016 |
| Item State | Parent values: Development(10200)Level 1 values: In Analysis(10204) | Parent values: Development(10200)Level 1 values: In Progress(10206) |
| Attachment | WT-1488- Expose Enroller Details Implementation.doc [ 15592 ] |
| Item State | Parent values: Development(10200)Level 1 values: In Progress(10206) | Parent values: Development(10200)Level 1 values: On Hold(10207) |
| Item State | Parent values: Development(10200)Level 1 values: On Hold(10207) | Parent values: Development(10200)Level 1 values: In Progress(10206) |
| Dev Due Date | 21/Apr/2016 | 26/Apr/2016 |
| Rank | Ranked lower |
| Sprint | WT Sprint 1 [ 6 ] | WT Sprint 2 [ 7 ] |
| Rank | Ranked higher |
| Item State | Parent values: Development(10200)Level 1 values: In Progress(10206) | Parent values: Development(10200)Level 1 values: Ready for Review(10208) |
| Attachment | WT-1488.ods [ 16159 ] |
| Attachment |
|
| Attachment | WT-1488.ods [ 16162 ] |
| Item State | Parent values: Development(10200)Level 1 values: Ready for Review(10208) | Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) |
| Item State | Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) | Parent values: LB QA(10201) |
| Item State | Parent values: LB QA(10201) | Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) |
| Status | In Development [ 10007 ] | Local Testing [ 10200 ] |
| Assignee | Rajendra Pawar [ rajendra.pawar ] | Aniruddha Dev [ aniruddha.dev ] |
| Item State | Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) | Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213) |
| Production Due Date | 28/Apr/2016 | |
| QA | Hrishikesh Deshpande [ hrishikesh.deshpande ] | |
| QA Due Date | 26/Apr/2016 | |
| Stage Due Date | 27/Apr/16 [ 2016-04-27 ] |
| Status | Local Testing [ 10200 ] | Pending for Stage Approval [ 10300 ] |
| Assignee | Aniruddha Dev [ aniruddha.dev ] | Hrishikesh Deshpande [ hrishikesh.deshpande ] |
| Status | Pending for Stage Approval [ 10300 ] | Approved for Stage [ 10030 ] |
| Item State | Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213) | Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) |
| Status | Approved for Stage [ 10030 ] | Stage Testing [ 10201 ] |
| Item State | Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) | Parent values: Stage QA(10202)Level 1 values: Ready for Production(10217) |
| Status | Stage Testing [ 10201 ] | Pending for Production Approval [ 10301 ] |
| Status | Pending for Production Approval [ 10301 ] | Approved for production [ 10034 ] |
| Status | Approved for production [ 10034 ] | Production Testing [ 10202 ] |
| Item State | Parent values: Stage QA(10202)Level 1 values: Ready for Production(10217) | Parent values: Production QA(10203)Level 1 values: Production Deployed(10221) |
| Assignee | Hrishikesh Deshpande [ hrishikesh.deshpande ] | Kevin Walker [ kwalker ] |
| Resolution | Fixed [ 1 ] | |
| Status | Production Testing [ 10202 ] | Production Complete [ 10028 ] |
| Link | This issue relates to DEV-9156 [ DEV-9156 ] |