Uploaded image for project: 'WORKTERRA'
  1. WORKTERRA
  2. WT-8778

Need a clone of demo with branded logos, background,etc.

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: High
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: ACA, BenAdmin, Onboard
    • Labels:
      None
    • Support Task Type:
      Demo Company setup
    • Reported by:
      Others
    • Module:
      Platform
    • Severity:
      Simple

      Description

      Hello!

      I need to get a clone of my current demo database for a new client demo. I also need to have the company logos and background added. I have attached all of the images. I will also need to make changes to the carriers, plans, carrier logos, etc. Is that something I can do or do you have to do that for me. The demo is on 3/15/2017. Thank you for your time and assistance.

      My current demo site is. Company name - "Demo Site_Ryan".

        Attachments

        1. CompanyLogo_adminLogin.jpg
          CompanyLogo_adminLogin.jpg
          218 kB
        2. KCI Holding USA Benefit Summary 2017 Plan Year.pdf
          226 kB
        3. konecranes_Background.jpg
          konecranes_Background.jpg
          48 kB
        4. Konecranes Logo.png
          Konecranes Logo.png
          29 kB
        5. NoRecruitModule.JPG
          NoRecruitModule.JPG
          129 kB
        6. NoServerError.jpg
          NoServerError.jpg
          153 kB
        7. screenshot-1.png
          screenshot-1.png
          407 kB
        8. screenshot-2.png
          screenshot-2.png
          158 kB

          Issue Links

            Activity

            Hide
            ryan.clayton Ryan Clayton (Inactive) added a comment -

            I was recently told that I should ask for Partner/Broker level access when requesting a new Demo. Can you please provide that as well.

            Show
            ryan.clayton Ryan Clayton (Inactive) added a comment - I was recently told that I should ask for Partner/Broker level access when requesting a new Demo. Can you please provide that as well.
            Hide
            ryan.clayton Ryan Clayton (Inactive) added a comment -

            Any update on this request? Thank you.

            Show
            ryan.clayton Ryan Clayton (Inactive) added a comment - Any update on this request? Thank you.
            Hide
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment -

            Hi Ryan Clayton,

            We have started working on it.
            Below things are done from our end -

            1) Clone Stage company “Demo Site_Ryan” and create new company with name “Koneoranes”. – Done.
            2) Update company Logo and Background image. - Done .
            3) Create one Partner user – Done.
            Below are partner details -
            User ID - ryanc
            Password - Password@1
            4) Admin user is also created in this company -
            Admin User ID - admink
            Password - Password@1

            Now as per your comment in JIRA you will also need to make changes to the carriers, plans, carrier logos, etc.
            Using partner Login you can do this. or let us know Logo's or changes that needs to be done on plan so we can do same.

            Also please verify Branding and theme by Admin Login and let us know if this is fine. If any changes are required in theme then let us know so we can make those changes.

            Let us know in case you need any additional information from our end.

            Thanks,
            Hrishikesh

            Show
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment - Hi Ryan Clayton , We have started working on it. Below things are done from our end - 1) Clone Stage company “Demo Site_Ryan” and create new company with name “Koneoranes”. – Done . 2) Update company Logo and Background image. - Done . 3) Create one Partner user – Done . Below are partner details - User ID - ryanc Password - Password@1 4) Admin user is also created in this company - Admin User ID - admink Password - Password@1 Now as per your comment in JIRA you will also need to make changes to the carriers, plans, carrier logos, etc. Using partner Login you can do this. or let us know Logo's or changes that needs to be done on plan so we can do same. Also please verify Branding and theme by Admin Login and let us know if this is fine. If any changes are required in theme then let us know so we can make those changes. Let us know in case you need any additional information from our end. Thanks, Hrishikesh
            Hide
            ryan.clayton Ryan Clayton (Inactive) added a comment - - edited

            Thanks Hrishikesh. I do need some help. I noticed that the company logo is not showing up. I changed the logo and saved it but it still does not show up. Also, I changed the background.

            I also ran into this issue. When I am in logged in as an Admin and in BenAdmin and I click on an employee I get an error message when it loads the employees page. I sent a screen shot.

            I also wanted to see if we can only show access to BenAdmin, OnBoarding, and Wellness. I do not want to show the Recruiting.

            Show
            ryan.clayton Ryan Clayton (Inactive) added a comment - - edited Thanks Hrishikesh. I do need some help. I noticed that the company logo is not showing up. I changed the logo and saved it but it still does not show up. Also, I changed the background. I also ran into this issue. When I am in logged in as an Admin and in BenAdmin and I click on an employee I get an error message when it loads the employees page. I sent a screen shot. I also wanted to see if we can only show access to BenAdmin, OnBoarding, and Wellness. I do not want to show the Recruiting.
            Hide
            kunal.kedari Kunal Kedari (Inactive) added a comment -

            Hi Ryan Clayton,

            Refer below comments:

            1] Company Logo - Please refer below screenshot for company logo displaying for admin login. We have just saved uploaded company logo image from Upload Image section. Please confirm you want to display this (below screenshot) company logo. The white space is displaying at the background of the logo image, in order to remove this white space we require source or vector file for image. So can you please share source or vector file of image so that we can remove the white space.

            2] We have not received any server error by following the steps mentioned by you. (Refer below screenshot) Please let us know if you still experiencing same error.

            3] We have unmapped the Recruit module, hence you can only see BenAdmin, Onboard and Wellness.

            4] While navigating different links we have come across a issue WT-8831 linked to this ticket and Dev team is looking into this.

            Cc: Hrishikesh Deshpande, Sachin Hingole, Prasad Pise

            Show
            kunal.kedari Kunal Kedari (Inactive) added a comment - Hi Ryan Clayton , Refer below comments: 1] Company Logo - Please refer below screenshot for company logo displaying for admin login. We have just saved uploaded company logo image from Upload Image section. Please confirm you want to display this (below screenshot) company logo. The white space is displaying at the background of the logo image, in order to remove this white space we require source or vector file for image. So can you please share source or vector file of image so that we can remove the white space. 2] We have not received any server error by following the steps mentioned by you. (Refer below screenshot) Please let us know if you still experiencing same error. 3] We have unmapped the Recruit module, hence you can only see BenAdmin, Onboard and Wellness. 4] While navigating different links we have come across a issue WT-8831 linked to this ticket and Dev team is looking into this. Cc: Hrishikesh Deshpande , Sachin Hingole , Prasad Pise
            Hide
            ryan.clayton Ryan Clayton (Inactive) added a comment -

            I like the white background for this demo. I am going to try to update the medical/dental/vision plans myself. If I mess up can you help me get those items corrected?

            Show
            ryan.clayton Ryan Clayton (Inactive) added a comment - I like the white background for this demo. I am going to try to update the medical/dental/vision plans myself. If I mess up can you help me get those items corrected?
            Hide
            ryan.clayton Ryan Clayton (Inactive) added a comment - - edited

            I am going to need help changing my plans and rates. I have attached a document that outlines their plans but here is the plans.

            I need to change the medical plans from Blue Cross to United Healthcare and remove the Kaiser Health plan. I want the names of Blue Cross HMO plan to be changed to United Healthcare High Deductible Plan and the Blue Cross PPO plan to be changed to United Healthcare Medical Coverage. I want to have the logos changed to the United Healthcare logo.

            I want to keep the dental provider as Delta but I only need one plan so remove the Delta Dental HMO.

            I would like to change the Vision provider Blue Cross to EyeMed Vision Care.

            I would also like the attached Benefit Summary to replace all of the other Benefits summaries/documents.

            KCI Holding USA Benefit Summary 2017 Plan Year.pdf

            Show
            ryan.clayton Ryan Clayton (Inactive) added a comment - - edited I am going to need help changing my plans and rates. I have attached a document that outlines their plans but here is the plans. I need to change the medical plans from Blue Cross to United Healthcare and remove the Kaiser Health plan. I want the names of Blue Cross HMO plan to be changed to United Healthcare High Deductible Plan and the Blue Cross PPO plan to be changed to United Healthcare Medical Coverage. I want to have the logos changed to the United Healthcare logo. I want to keep the dental provider as Delta but I only need one plan so remove the Delta Dental HMO. I would like to change the Vision provider Blue Cross to EyeMed Vision Care. I would also like the attached Benefit Summary to replace all of the other Benefits summaries/documents. KCI Holding USA Benefit Summary 2017 Plan Year.pdf
            Hide
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment -

            Hi Ryan Clayton,

            Below changes are done -

            I need to change the medical plans from Blue Cross to United Healthcare and remove the Kaiser Health plan. I want the names of Blue Cross HMO plan to be changed to United Healthcare High Deductible Plan and the Blue Cross PPO plan to be changed to United Healthcare Medical Coverage. I want to have the logos changed to the United Healthcare logo. - Done.

            I want to keep the dental provider as Delta but I only need one plan so remove the Delta Dental HMO. - Done

            I would like to change the Vision provider Blue Cross to EyeMed Vision Care. - Done

            I would also like the attached Benefit Summary to replace all of the other Benefits summaries/documents. - Can you please let us know specific page where it need to be replace. We shows Form Library and benefit descriptions. We do not have benefit summary forms.

            Let us know in case you need any details from our end.

            Thanks,
            Hrishikesh.

            Show
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment - Hi Ryan Clayton , Below changes are done - I need to change the medical plans from Blue Cross to United Healthcare and remove the Kaiser Health plan. I want the names of Blue Cross HMO plan to be changed to United Healthcare High Deductible Plan and the Blue Cross PPO plan to be changed to United Healthcare Medical Coverage. I want to have the logos changed to the United Healthcare logo. - Done . I want to keep the dental provider as Delta but I only need one plan so remove the Delta Dental HMO. - Done I would like to change the Vision provider Blue Cross to EyeMed Vision Care. - Done I would also like the attached Benefit Summary to replace all of the other Benefits summaries/documents. - Can you please let us know specific page where it need to be replace. We shows Form Library and benefit descriptions. We do not have benefit summary forms. Let us know in case you need any details from our end. Thanks, Hrishikesh.
            Hide
            ryan.clayton Ryan Clayton (Inactive) added a comment -

            You can place the Benefit Summary in the Forms library and in the Benefits Description. Thank you.

            Show
            ryan.clayton Ryan Clayton (Inactive) added a comment - You can place the Benefit Summary in the Forms library and in the Benefits Description. Thank you.
            Hide
            Raywill Raymond Williams (Inactive) added a comment -

            Hi All-

            Is this still an outstanding issue?

            Show
            Raywill Raymond Williams (Inactive) added a comment - Hi All- Is this still an outstanding issue?
            Hide
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment -

            Hi Raymond Williams,

            There is no any outstanding issue from our end.

            Thanks,
            Hrishikesh.

            Show
            hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment - Hi Raymond Williams , There is no any outstanding issue from our end. Thanks, Hrishikesh.
            Hide
            Raywill Raymond Williams (Inactive) added a comment -

            Thanks Hrishikesh Deshpande.

            Hi Ryan Clayton. Is there any additional actions needed on your end. If not, we can close this ticket.

            Thanks,

            Raymond

            Show
            Raywill Raymond Williams (Inactive) added a comment - Thanks Hrishikesh Deshpande . Hi Ryan Clayton . Is there any additional actions needed on your end. If not, we can close this ticket. Thanks, Raymond

              People

              Assignee:
              ryan.clayton Ryan Clayton (Inactive)
              Reporter:
              ryan.clayton Ryan Clayton (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

                Dates

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                Resolved:

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