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  1. WORKTERRA
  2. WT-3234

Please build out a demo site for Ryan Clayton (new sales rep)

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Support Task Type:
      Demo Company setup
    • Reported by:
      Support
    • Module:
      BenAdmin

      Description

      Hi All,
      Ryan joined our team last week and I would like to get him the "latest and greatest" demo site. Can the team please clone the most recent site and add an administrator/employee login credentials? Admin username: adminryan

      Please let me know if you need any other information.

      Best,
      Evan

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            Activity

            etuckey Evan Tuckey (Inactive) created issue -
            rakeshr Rakesh Roy (Inactive) made changes -
            Field Original Value New Value
            Assignee Vijay Siddha [ vijays ] Rakesh Roy [ rakeshr ]
            Hide
            rakeshr Rakesh Roy (Inactive) added a comment -

            Evan Tuckey Could you please help me on below query
            1. Do we need to set demo company for all module like Benadmin, Onboard, Wellness and Recruit?
            2. Can we clone it from "El camino hospital demo" or do we need to clone it from our regular company "DC" which is used for HCM by Dave?
            3. By when when you are expecting this demo set up to avoid any delay?

            Show
            rakeshr Rakesh Roy (Inactive) added a comment - Evan Tuckey Could you please help me on below query 1. Do we need to set demo company for all module like Benadmin, Onboard, Wellness and Recruit? 2. Can we clone it from "El camino hospital demo" or do we need to clone it from our regular company "DC" which is used for HCM by Dave? 3. By when when you are expecting this demo set up to avoid any delay?
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Assignee Rakesh Roy [ rakeshr ] Evan Tuckey [ etuckey ]
            Hide
            etuckey Evan Tuckey (Inactive) added a comment -

            Hi Rakesh,
            Thanks for assisting on this. I have answered your questions below.

            1. Do we need to set demo company for all module like Benadmin, Onboard, Wellness and Recruit? Yes. Please set this site up with BenAdmin, Recruit, Onboard and Wellness. This will be the generic site for the new sales rep so he should have all modules to demo.
            2. Can we clone it from "El camino hospital demo" or do we need to clone it from our regular company "DC" which is used for HCM by Dave? Please clone it to mirror "El Camino hospital demo". If possible, add the brochures next to the broker logos on the benefits pages. That is a feature which clients and brokers really enjoy. They are able to see the brochure right in the plan without clicking anywhere else.
            3. By when when you are expecting this demo set up to avoid any delay? No huge rush on this. He is just getting started with WORKTERRA but he will be having demos shortly.

            On a different note, is it possible to add the brochures next to the carrier logos in my "El Camino hospital demo" site? I would really like that added because prospects feel it's a valuable piece.

            Best,
            Evan

            Show
            etuckey Evan Tuckey (Inactive) added a comment - Hi Rakesh, Thanks for assisting on this. I have answered your questions below. 1. Do we need to set demo company for all module like Benadmin, Onboard, Wellness and Recruit? Yes. Please set this site up with BenAdmin, Recruit, Onboard and Wellness. This will be the generic site for the new sales rep so he should have all modules to demo. 2. Can we clone it from "El camino hospital demo" or do we need to clone it from our regular company "DC" which is used for HCM by Dave? Please clone it to mirror "El Camino hospital demo". If possible, add the brochures next to the broker logos on the benefits pages. That is a feature which clients and brokers really enjoy. They are able to see the brochure right in the plan without clicking anywhere else. 3. By when when you are expecting this demo set up to avoid any delay? No huge rush on this. He is just getting started with WORKTERRA but he will be having demos shortly. On a different note, is it possible to add the brochures next to the carrier logos in my "El Camino hospital demo" site? I would really like that added because prospects feel it's a valuable piece. Best, Evan
            Hide
            rakeshr Rakesh Roy (Inactive) added a comment -

            Thanks Evan Tuckey for your quick reply.
            We will start working and update you.

            Show
            rakeshr Rakesh Roy (Inactive) added a comment - Thanks Evan Tuckey for your quick reply. We will start working and update you.
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Assignee Evan Tuckey [ etuckey ] Rakesh Roy [ rakeshr ]
            Hide
            rakeshr Rakesh Roy (Inactive) added a comment - - edited

            Evan Tuckey We are blocked due to WT - 3251. Team is working on it and will try to push this to stage ASAP to start this demo set up.

            Show
            rakeshr Rakesh Roy (Inactive) added a comment - - edited Evan Tuckey We are blocked due to WT - 3251. Team is working on it and will try to push this to stage ASAP to start this demo set up.
            rakeshr Rakesh Roy (Inactive) made changes -
            Link This issue is blocked by WT-3251 [ WT-3251 ]
            Hide
            etuckey Evan Tuckey (Inactive) added a comment -

            jared smith Hi Jared, we are already in the process of creating a demo site for Ryan. Please close your JIRA.

            Show
            etuckey Evan Tuckey (Inactive) added a comment - jared smith Hi Jared, we are already in the process of creating a demo site for Ryan. Please close your JIRA.
            Hide
            rakeshr Rakesh Roy (Inactive) added a comment -

            Ashwin Wankhede Please create this company as "Ryan Demo" using clone of El camino hospital demo. Make sure everything is properly copied from this company.

            Show
            rakeshr Rakesh Roy (Inactive) added a comment - Ashwin Wankhede Please create this company as "Ryan Demo" using clone of El camino hospital demo. Make sure everything is properly copied from this company.
            Hide
            ashwin.wankhede Ashwin Wankhede (Inactive) added a comment - - edited

            Hi Rakesh,

            I have created copy of "El Camino Hospital demo" and named it as "Ryan Demo" on stage.

            Show
            ashwin.wankhede Ashwin Wankhede (Inactive) added a comment - - edited Hi Rakesh, I have created copy of "El Camino Hospital demo" and named it as "Ryan Demo" on stage.
            Hide
            rakeshr Rakesh Roy (Inactive) added a comment -

            Rajendra Joshi
            Please start demo set up for this company.
            Admin = Adminrdemo
            Pwd = D*MOU$E#1

            Blue theme is applied and all modules are mapped.

            Show
            rakeshr Rakesh Roy (Inactive) added a comment - Rajendra Joshi Please start demo set up for this company. Admin = Adminrdemo Pwd = D*MOU$E#1 Blue theme is applied and all modules are mapped.
            rakeshr Rakesh Roy (Inactive) made changes -
            Assignee Rakesh Roy [ rakeshr ] Rajendra Joshi [ rajendraj ]
            Hide
            rajendraj Rajendra Joshi (Inactive) added a comment - - edited

            We will complete this by Monday, 11-07-16 EOD and update you accordingly.

            Show
            rajendraj Rajendra Joshi (Inactive) added a comment - - edited We will complete this by Monday, 11-07-16 EOD and update you accordingly.
            Hide
            rajendraj Rajendra Joshi (Inactive) added a comment -

            Below points verified, changes done and observations noted during testing of 'Ryan demo' company.

            Verification :-

            1. Verified Theme, background, logo and company name in Candidate, Admin, Employee log-in, Tours and Benadmin Self serve.
            2. Verified Tiles, Widgets, counter configuration through admin, employee log-in and managing employee from admin login.
            3. Benadmin Reports with Admin login, Employee login and while Managing Employee through Admin log-in.
            4. ACA Reports.
            5. Verified Employee Benadmin self serve mode. Links Verified.
            6. OnBoard Reports and Graphs in Admin and Employee login. OnBoard Tour in Employee login.
            7. Recruit work flow using Career Integration URL 'http://workterra.com/careers-ryan-demo.html'

            Changes Done :-

            1. Titles, Widgets, counter configuration done for admin, employee login and managing employee from admin log-in for all four modules.
            2. For all screens including Landing pages, company Logo is changed from 'El Camino Hospital' to 'DC'.
            3. Background image and theme kept as DC.
            4. Correct EOI form uploaded and Mapped
            5. Reset report criteria for faster download

            Observation :

            1. HR Approval required for Adding Spouse
            2. Company logo of DC but name of El Camino Hospital used on all pages.

            Issues Found: (JIRA WT-3487 created)

            1. Server Error observed in Qualifying Event Report.
            2. Company logo and Signature not included on Offer Letter in Recruit workflow steps.
            3. Server Error observed in Auto Enrollment Benefits.

            Career Integration URL : http://workterra.com/careers-ryan-demo.html

            Admin login :

            User ID: Adminrdemo
            Password: D*MOU$E#1

            TestEmployee One (Ben-Admin Flow completed.)
            User ID: 666666661
            Password: one07131979

            TestEmployee Two (Starts at OnBoard)
            User ID: 666666662
            Password: two07111980

            TestEmployee Three (Starts at Ben-Admin)
            User ID: 666666663
            Password: thr07151977

            Show
            rajendraj Rajendra Joshi (Inactive) added a comment - Below points verified, changes done and observations noted during testing of 'Ryan demo' company. Verification :- 1. Verified Theme, background, logo and company name in Candidate, Admin, Employee log-in, Tours and Benadmin Self serve. 2. Verified Tiles, Widgets, counter configuration through admin, employee log-in and managing employee from admin login. 3. Benadmin Reports with Admin login, Employee login and while Managing Employee through Admin log-in. 4. ACA Reports. 5. Verified Employee Benadmin self serve mode. Links Verified. 6. OnBoard Reports and Graphs in Admin and Employee login. OnBoard Tour in Employee login. 7. Recruit work flow using Career Integration URL 'http://workterra.com/careers-ryan-demo.html' Changes Done :- 1. Titles, Widgets, counter configuration done for admin, employee login and managing employee from admin log-in for all four modules. 2. For all screens including Landing pages, company Logo is changed from 'El Camino Hospital' to 'DC'. 3. Background image and theme kept as DC. 4. Correct EOI form uploaded and Mapped 5. Reset report criteria for faster download Observation : 1. HR Approval required for Adding Spouse 2. Company logo of DC but name of El Camino Hospital used on all pages. Issues Found: (JIRA WT-3487 created) 1. Server Error observed in Qualifying Event Report. 2. Company logo and Signature not included on Offer Letter in Recruit workflow steps. 3. Server Error observed in Auto Enrollment Benefits. Career Integration URL : http://workterra.com/careers-ryan-demo.html Admin login : User ID: Adminrdemo Password: D*MOU$E#1 TestEmployee One (Ben-Admin Flow completed.) User ID: 666666661 Password: one07131979 TestEmployee Two (Starts at OnBoard) User ID: 666666662 Password: two07111980 TestEmployee Three (Starts at Ben-Admin) User ID: 666666663 Password: thr07151977
            rajendraj Rajendra Joshi (Inactive) made changes -
            Link This issue blocks WT-3487 [ WT-3487 ]
            Hide
            etuckey Evan Tuckey (Inactive) added a comment -

            Thanks Rajendra. I have shared the login credentials with our new employee and I will spend some time testing this afternoon. If anything else comes up, I will make sure to let you know.

            Show
            etuckey Evan Tuckey (Inactive) added a comment - Thanks Rajendra. I have shared the login credentials with our new employee and I will spend some time testing this afternoon. If anything else comes up, I will make sure to let you know.
            Hide
            etuckey Evan Tuckey (Inactive) added a comment -

            This site is completed. Thanks for all your help on this.

            Show
            etuckey Evan Tuckey (Inactive) added a comment - This site is completed. Thanks for all your help on this.
            etuckey Evan Tuckey (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status In Progress [ 3 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Rakesh Roy (Inactive) made transition -
            Open Waiting for Customer Input
            12h 5m 1
            Rakesh Roy (Inactive) made transition -
            Waiting for Customer Input In Progress
            1h 16m 1
            Evan Tuckey (Inactive) made transition -
            In Progress Closed
            17d 12h 58m 1

              People

              Assignee:
              rajendraj Rajendra Joshi (Inactive)
              Reporter:
              etuckey Evan Tuckey (Inactive)
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              0 Vote for this issue
              Watchers:
              4 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved: