#659""
KindStatusCcyABNRegion
Phones
0 on file
—
Emails
1 on file
admin@ucc-respite.com· Accounts
Contact
Website
Lead source
Lead date
Role / title
Owner
Anthony Littlewood
Support
Universal Care Connections (UCC)
Flags
Note
Addresses
2 on file
Physical
106 McKeachie Drive, ABERGLASSLYN, NSW, 2320, Australia
Postal
106 McKeachie Drive, ABERGLASSLYN, NSW, 2320, Australia
Intel
1 note
—6 July 2022
Vicki Gibbons, Raechel Woolnough resigned as of 1/7/22
Pipeline activity
0 events
—
People & relationships
5 linked contacts
| Name | Is to us | We are to them | Phone | Inv | ||
|---|---|---|---|---|---|---|
| Dianne Harvey Client Services Manager | Client Services Manager | Client Services Manager | — | — | N/A | |
| Kristyl Fernance Payroll | Admin/Payroll | Payroll | — | — | N/A | |
| Megan Phillips XS Champion | XS Champion | XS Champion | — | — | N/A | |
| Natalie Collins | Director | — | — | — | N/A | |
| Rohie Dearing | Bookkeeper | — | — | — | N/A |
Projects
5 projects
- 2022 Go Live
- General Support
- Onsite - Billable Hours
- PR
- Project Initiation
Tasks
14 open · 20 complete
Accounting
Rates
1 on file · newest active wins
| User | Amount (inc) | Currency | From | Active |
|---|---|---|---|---|
| Jacob Edwards | AUD 80.00 | AUD | 4 July 2022 | active |
Uninvoiced WIP
65 entries · 132h 5m
| Date | Project | Description | Who | Duration |
|---|---|---|---|---|
| 23 Aug 2022 | General Support | WC alerted to lost note instance via phone call. Logged in as user and tested. Able to replicate issue of notes disappearing. When Auto Commit script ran, the commit would commit one character to the note (often spaces so no note was visible) Reviewed MIDS auto commit time, set at 600 seconds. Implemented in UCC. Informed WC to log out and log back in (to reset auto commit timer). Instructed to utilise save button frequently. | Jacob Edwards | 2h |
| 18 Aug 2022 | General Support | Visit to WC House 20. WC organised and keen to use XS. Raised concern of Community Visitor, and casuals seeing other notes for houses - advised it was due to casuals working with participants within the time frame | Jacob Edwards | 45m |
| 10 Aug 2022 | Onsite | — | Jacob Edwards | 0m |
| 9 Aug 2022 | General Support | Visit to House 14, JZ reported issues. Found to be Web Direct showing Portal scroll bar over plus button for note, making user think they can't create a note as the button was not visible. | Jacob Edwards | 30m |
| 8 Aug 2022 | General Support | PC with JZ - Couldn't find how to create note. Described Plus button over phone, user confirmed found it, created note. PC with JZ - Lost note. JE confirmed unable to see data. JZ confirmed was typing note for a while, then screen turned white and her note is now gone. JZ colourfully expressed satisfaction levels with system. JZ to review with next staff member. JE notes JZ successfuly added content to note. Tested with Sample User. Utilised Microsoft Edge. Test 1: Typing in Body field, with intermittent clicking out of web browser and back into web browser. Body field was editable for 29 minutes. Test 2: Typing in body field, making no clicks on XS or external applications for 15 minutes resulted in Web Direct time out. Identifed as cause of JZ issue. Reviewed and found Web Direct time out set at 15 minutes. Discussed possible repercussions of adjusting to greater time frame with Tash. Reviewed Auto-Commit as it did not function during Note Entry. Get(ActiveFieldName) did not update immediately in Data Viewer when Title/Body field was being selected. | Jacob Edwards | 2h 30m |
| 8 Aug 2022 | General Support | Proactive SMS to JZ for notes today | Jacob Edwards | 5m |
| 8 Aug 2022 | General Support | Reviewed system - No notes recorded over weekend PC to NC, advised of staff changes on weekend yet to be updated in XS Agreed JE to work onsite WED To review payroll for week just gone To prepare house 20 for using XS as of Tues Aug 16 Emailed CM to request payslips for this weeks payroll | Jacob Edwards | 45m |
| 3 Aug 2022 | General Support | Emailed EF with usage Instructions SMS to JR and EF - JR on current shift, EF on overnight | Jacob Edwards | 15m |
| 3 Aug 2022 | Client Communications | Email Summary to Nat on XS Usage so far Two Users created notes successfully, went to house for troubleshooting - non-issue One User created Notes but has not added/changed content One User not logged in during shift (AS) Advised to nominate team member to manage daily. | Jacob Edwards | 15m |
| 3 Aug 2022 | Client Communications | Actions taken: Emailed JM with video details on creating notes Emailed CM to clarify TBA shift for today | Jacob Edwards | 30m |
| 2 Aug 2022 | General Support | — | Jacob Edwards | 0m |
| 20 July 2022 | Onsite | — | Jacob Edwards | 0m |
| 5 July 2022 | Onsite | Client meeting - Determining dates for XS rollout | Jacob Edwards | 1h |
| 5 July 2022 | Project Management | Meeting Preparation | Jacob Edwards | 1h |
| 2 June 2022 | General Support | Reviewing claim of notes not saving. tested on iOS by typing into a record and leaving open. Resulted in note changes successfulyl being committed. Unable to replicate. inestigation into auto commit process. | Jacob Edwards | 1h |
| 1 June 2022 | General Support | Reviewed Payroll setup within UCC. Added in further classification for unique EBA not accounted for. Further testing of rules. Requested updated payslip information and any supporting documentation from KF. | Jacob Edwards | 2h |
| 1 June 2022 | Client Communications | PC with Natalie - Go ahead received to push on with payroll | Jacob Edwards | 30m |
| 1 June 2022 | General Support | Reviewed client request for recovering notes not saved. PC with JC, confirming note in question, no committed data to recover through audit trail. Reviewed previous note assigned to House not Client causing incomplete progress note email. | Jacob Edwards | 45m |
| 31 May 2022 | General Support | Client advised select support workers could see all notes in system. Provided User examples. Confirmed logins are occurring on desktop. Logged into provided examples using webdirect - how house support workers log in. Was unable to replicate issue. Screen shared with KF to show issue. User logged in using FileMaker desktop version using example login. Menu Item Jobs displayed when logged in. Identified that Menu Item incorrectly generating with new users being assigned to Support privilege set. KF to remove menu item from already assigned users. JE to investigate why menu item generates, only occuriring on new users. Reviewed Menu item configs, altered and update menu and menu privilege records. Tested by creating new support user. | Jacob Edwards | 2h |
| 25 May 2022 | Client Communications | UCC cheryl PC | Jacob Edwards | 15m |
| 19 May 2022 | General Support | PC w Vicki Experiencing staff not using Incidents Discussing ability to do a demo with dummy data Explored audit log feature on Incidents | Jacob Edwards | 30m |
| 19 May 2022 | Feedback on Incidents | Implemented feedback field on report layout | Jacob Edwards | 15m |
| 9 May 2022 | Progress Note Management | — | Jacob Edwards | 15m |
| 6 May 2022 | Client Communications | PC with Raechel - Kristyl to take on XS driving. Reach-out to Cheryl/Kristyl/Rohie for payroll process. Nat away for two weeks. | Jacob Edwards | 1h |
| 6 May 2022 | Client Communications | PC w/ Raechel | Jacob Edwards | 15m |
| 3 May 2022 | Steps on upoading new policies and procedures, including superceding the last one | — | Jacob Edwards | 1h 15m |
| 3 May 2022 | Forms - WHS Property Inspection | Forms walkthrough with Tash | Jacob Edwards | 30m |
| 2 May 2022 | Client Communications | PC w/ Rachael. Rachael to raise Forms and Payroll at Exec Meeting May 5. | Jacob Edwards | 1h 15m |
| 2 May 2022 | Forms - WHS Property Inspection | Investigating creation of Forms. Creating a form for pariticpant through iOS is not building the form. No Line Data is created. | Jacob Edwards | 45m |
| 27 Apr 2022 | Rates & Rules | Tracheostomy Allowance rules | Jacob Edwards | 4h 15m |
| 27 Apr 2022 | General Support | Support MP called/SMS'd re: incomplete Progress Note Reminders, advising that her notes are completed. Upon review of incomplete jobs, progress notes have been made against house instead of participant, the participant is the job line that requires the note. Muted the requirements for the jobs as notes have been made. Called and advised MP of process, client advised had not been to a demo. Advised Admin of actions taken. | Jacob Edwards | 1h |
| 27 Apr 2022 | General Support | — | Jacob Edwards | 1h |
| 26 Apr 2022 | Forms - WHS Property Inspection | Troubleshooting of Form , testing as iOS Support User Unable to view forms | Jacob Edwards | 45m |
| 26 Apr 2022 | Forms - WHS Property Inspection | Form creation | Jacob Edwards | 30m |
| 26 Apr 2022 | General Support | User BM emailed through request for daily reminders to be muted for 31st Mar, 1st April. Marked job as case notes not required, advised UCC admin via email of actions taken. | Jacob Edwards | 15m |
| 21 Apr 2022 | Client Communications | PC with Natalie and Raech to discuss idea of Raechel as XS Champion. | Jacob Edwards | 30m |
| 21 Apr 2022 | Client Communications | PC w/ Raechel | Jacob Edwards | 15m |
| 20 Apr 2022 | Onsite | House 16 Meeting , 5 in attendance- revisited porgress note creation process for staff who I have not interacted with yet. Ventured into process of Incidents. Discussed Notes not saving and elaborated on Template changing/saving field by tapping out. Showed Di process of how to upload Documents eg Behaviour Plans. | Jacob Edwards | 2h |
| 20 Apr 2022 | Rates & Rules | — | Tash Gromek | 9h |
| 19 Apr 2022 | Rates & Rules | — | Tash Gromek | 9h |
| 14 Apr 2022 | Onsite | — | Jacob Edwards | 6h |
| 12 Apr 2022 | General Support | Reviewed current information for Tracheostomy Allowances and Boots. Unable to find detailed information, requested further information via email. | Jacob Edwards | 45m |
| 12 Apr 2022 | Client communication | — | Jacob Edwards | 30m |
| 12 Apr 2022 | Client communication | Reviewed client usage and outstanding queries. Emailed client - contracts require updating to enable payroll. Check-in requirements to be reviewed with client and put forward for next version development. | Jacob Edwards | 1h |
| 4 Apr 2022 | General Support | Further reviewing of user query regarding changing notes. Audit trails show that no successful changes have been made by a user other than the publisher. User advised and further specifics requested. | Jacob Edwards | 30m |
| 4 Apr 2022 | General Support | User raised query around incomplete notes and raised is able to change other users notes. Reviewed incomplete notes and resolved requirement for further notes as participants featured on job 2 times, 2 notes not required. Further information requested regarding potential note changes. | Jacob Edwards | 30m |
| 30 Mar 2022 | Go Live | — | Tash Gromek | 9h |
| 29 Mar 2022 | General Support | Troubleshooting email gen script not creating emails for incomplete jobs as scheduled. Confirmed script being run by server. Altered credentials used when server runs script - script contains Related Records step, may be preventing server finding records. | Jacob Edwards | 45m |
| 28 Mar 2022 | General Support | Adjustments to incomplete email gen script and midnight email | Jacob Edwards | 15m |
| 22 Mar 2022 | General Support | Added in Confirmation dialogue for changing Note types - now shows that notes will be lost if user continues. Tested with User account. | Jacob Edwards | 30m |
| 16 Mar 2022 | General Support | Removed week of Jobs - no notes created as users did not engage with XS. Removed as to not show as un-invoiced / avoid payroll consequences. Attempted PC to client - intent to discuss current notes and book in date for Payroll and review Invoicing. | Jacob Edwards | 30m |
| 16 Mar 2022 | General Support | Reviewed created notes and Incompleted jobs. | Jacob Edwards | 30m |
| 9 Mar 2022 | Client communication | PC with client - advised troubles of house coordinator barrier - specific to coordinator concern of time to teach other supports the app. Client advised some Rostered jobs were still allocated to TBA - resulting in staff unable to see jobs on app. Client advised next roster is being corrected for next week. DEV advised TBA's could be corrected for this week. DEV advised would monitor notes entry/logins this week. | Jacob Edwards | 15m |
| 4 Mar 2022 | Go Live | — | Tash Gromek | 9h |
| 3 Mar 2022 | Go Live | — | Tash Gromek | 9h |
| 1 Mar 2022 | Client communication | — | Jacob Edwards | 15m |
| 25 Feb 2022 | Client communication | PC with client re: training week | Jacob Edwards | 15m |
| 4 Feb 2022 | Client communication | Called Client to discuss upcoming launch. Client advised contracts completed, rosters being worked on. Documentation not complete, client meeting with house coordinators on Monday to discuss and push for this task to be completed. | Jacob Edwards | 30m |
| 17 Nov 2021 | Troubleshooting | Call w/ client - Client advised of staff issues when entering notes. Client emailed original staff email through for review. Looked into Notes but was unable to replicate. Discussed with Tash - XS contains a timeout feature which was set to 30 seconds, has been adjusted to 180 sconds (3 minutes). Called client to advise of this change. Client advising staff to keep note entering under 3 minutes. I suggested support staff on shifts in the near future screen-record while entering notes to help us capture any instances of issues. | Jacob Edwards | 1h |
| 12 Nov 2021 | Client communication | Emailed UCC admin with steps for logging in/adding hosts. Verified scripts implemented in UCC from XS-Jacob. Follow up call with client to check-in. | Jacob Edwards | 1h 30m |
| 11 Nov 2021 | Go Live | Go Live | Tash Gromek | 9h 30m |
| 10 Nov 2021 | Go Live | Go Live | Tash Gromek | 9h 30m |
| 9 Nov 2021 | Go Live | Go Live | Tash Gromek | 9h 30m |
| 8 Nov 2021 | Go Live | Go Live | Tash Gromek | 9h 30m |
| 20 Oct 2021 | Client communication | Communication with UCC regarding training, creation of basic schedule and confirmation | Scott Oliver | 1h |
Recent communications
20 shown · latest first
| Sent | Subject | Status |
|---|---|---|
| 19 Nov 2022 | LittleMan Tax Invoice L052205 | Sent |
| 19 Oct 2022 | LittleMan Tax Invoice L052139 | Sent |
| 19 Oct 2022 | LittleMan Tax Invoice L052138 | Sent |
| 19 Oct 2022 | LittleMan Tax Invoice L052062 | Sent |
| 19 Oct 2022 | LittleMan Tax Invoice L052141 | Sent |
| 19 Oct 2022 | LittleMan Tax Invoice L052140 | Sent |
| 11 Oct 2022 | Overdue - LittleMan Tax Invoice L052006 | Sent |
| 11 Oct 2022 | LittleMan Tax Invoice L051950 | Sent |
| 26 Sept 2022 | LittleMan Tax Invoice L052088 | Sent |
| 19 Sept 2022 | LittleMan Tax Invoice L052077 | Sent |
| 13 Sept 2022 | LittleMan Tax Invoice L052072 | Sent |
| 8 Sept 2022 | LittleMan Tax Invoice L052062 | Sent |
| 2 Sept 2022 | LittleMan Tax Invoice L052062 | Sent |
| 19 Aug 2022 | LittleMan Tax Invoice L052021 | Sent |
| 15 Aug 2022 | LittleMan Tax Invoice L052006 | Sent |
| 8 Aug 2022 | LittleMan Tax Invoice L051991 | Sent |
| 1 Aug 2022 | LittleMan Tax Invoice L051986 | Sent |
| 25 July 2022 | LittleMan Tax Invoice L051950 | Sent |
| 19 July 2022 | LittleMan Tax Invoice L051944 | Sent |
| 15 July 2022 | LittleMan Tax Invoice L051940 | Sent |