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📋 Overview

Owner

Miriam Sallam

Contributors

Jordan Lamb, Carolyn Franco

Goals

Launch and Utilize Banner Baseline Screens for Local Tracking and Reporting

Jira tickets

AP-242 - Getting issue details... STATUS

On this page

📅 Meetings

Launch Meeting

  1. Introductions

  2. Expectations

    1. Technology Services to provide Setup, Training, Maintenance, Local Report building, MIS Reporting

    2. Basic Needs to do Desk Manual Documentation, Data Entry, Data Validation, Approval of MIS Reporting

  3. Quick Demo of Banner Screens (TEST Database)

  4. Basic Needs granularity requirements?

📸 Scenarios

Service

Referral

Need to Track Separately?

SVANEED Tab

Service Code

1

🍲

Groceries

Cal-F

Yes

2

🍲

Food Card

Cal-F

Yes

3

🍲

Mailed Food Card

4

🍲

Cal Fresh Outreach

5

🍲

Holiday Giveaway

6

🍲

Valentine Giveaway

7

🏡

Direct Housing Support

8

Housing Navigation

🎯 Requirements

Permissions

SVANEED (Write)

Miriam Sallam, Carolyn Franco, Jeremy Moore, Maria Torres Mosqueda

Help Desk Submitted

Validation Table

Table

Tab

Code

SVANEED > Service Code

Informal Description

Differs from Banner Description as Banner SG reporting requires specific descriptions.

GOASEID

FOOD_SRV_TYPE

GROC

Groceries

GOASEID

FOOD_SRV_TYPE

CARD

Food Card

❓ Open issues

?? Deployment plan

Date

Plan type

Notes

Action items

1

SETUP

  • Permissions
2

BN OFFICE NOTES

  • Granularity of Each Area
3

BN NOTES SETUP

  • Create Codes
4

SOFT LAUNCH

  • Basic Needs Input a Student Per Scenario where possible.
  • Applications to run SG.
5

GO LIVE & HANDOFF

  • Basic Needs to take over documentation of scenarios and how-to.
  • Applications to manage and document validation tables here.

  • No labels

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