Generate invoice — Universal Care Connections (UCC)

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65 entries · 132h 5m total
DateProjectDescriptionDuration
23 Aug 2022General SupportWC 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.2h
18 Aug 2022General SupportVisit 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 frame45m
10 Aug 2022Onsite0m
9 Aug 2022General SupportVisit 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.30m
8 Aug 2022General SupportPC 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.2h 30m
8 Aug 2022General SupportProactive SMS to JZ for notes today5m
8 Aug 2022General SupportReviewed 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 payroll45m
3 Aug 2022General SupportEmailed EF with usage Instructions SMS to JR and EF - JR on current shift, EF on overnight15m
3 Aug 2022Client CommunicationsEmail 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.15m
3 Aug 2022Client CommunicationsActions taken: Emailed JM with video details on creating notes Emailed CM to clarify TBA shift for today30m
2 Aug 2022General Support0m
20 July 2022Onsite0m
5 July 2022OnsiteClient meeting - Determining dates for XS rollout1h
5 July 2022Project ManagementMeeting Preparation1h
2 June 2022General SupportReviewing 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.1h
1 June 2022General SupportReviewed 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.2h
1 June 2022Client CommunicationsPC with Natalie - Go ahead received to push on with payroll30m
1 June 2022General SupportReviewed 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.45m
31 May 2022General SupportClient 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.2h
25 May 2022Client CommunicationsUCC cheryl PC15m
19 May 2022General SupportPC w Vicki Experiencing staff not using Incidents Discussing ability to do a demo with dummy data Explored audit log feature on Incidents30m
19 May 2022Feedback on IncidentsImplemented feedback field on report layout15m
9 May 2022Progress Note Management15m
6 May 2022Client CommunicationsPC with Raechel - Kristyl to take on XS driving. Reach-out to Cheryl/Kristyl/Rohie for payroll process. Nat away for two weeks.1h
6 May 2022Client CommunicationsPC w/ Raechel15m
3 May 2022Steps on upoading new policies and procedures, including superceding the last one1h 15m
3 May 2022Forms - WHS Property InspectionForms walkthrough with Tash30m
2 May 2022Client CommunicationsPC w/ Rachael. Rachael to raise Forms and Payroll at Exec Meeting May 5.1h 15m
2 May 2022Forms - WHS Property InspectionInvestigating creation of Forms. Creating a form for pariticpant through iOS is not building the form. No Line Data is created.45m
27 Apr 2022Rates & RulesTracheostomy Allowance rules4h 15m
27 Apr 2022General SupportSupport 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.1h
27 Apr 2022General Support1h
26 Apr 2022Forms - WHS Property InspectionTroubleshooting of Form , testing as iOS Support User Unable to view forms45m
26 Apr 2022Forms - WHS Property InspectionForm creation30m
26 Apr 2022General SupportUser 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.15m
21 Apr 2022Client CommunicationsPC with Natalie and Raech to discuss idea of Raechel as XS Champion.30m
21 Apr 2022Client CommunicationsPC w/ Raechel15m
20 Apr 2022OnsiteHouse 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.2h
20 Apr 2022Rates & Rules9h
19 Apr 2022Rates & Rules9h
14 Apr 2022Onsite6h
12 Apr 2022General SupportReviewed current information for Tracheostomy Allowances and Boots. Unable to find detailed information, requested further information via email.45m
12 Apr 2022Client communication30m
12 Apr 2022Client communicationReviewed 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.1h
4 Apr 2022General SupportFurther 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.30m
4 Apr 2022General SupportUser 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.30m
30 Mar 2022Go Live9h
29 Mar 2022General SupportTroubleshooting 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.45m
28 Mar 2022General SupportAdjustments to incomplete email gen script and midnight email15m
22 Mar 2022General SupportAdded in Confirmation dialogue for changing Note types - now shows that notes will be lost if user continues. Tested with User account.30m
16 Mar 2022General SupportRemoved 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.30m
16 Mar 2022General SupportReviewed created notes and Incompleted jobs.30m
9 Mar 2022Client communicationPC 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.15m
4 Mar 2022Go Live9h
3 Mar 2022Go Live9h
1 Mar 2022Client communication15m
25 Feb 2022Client communicationPC with client re: training week15m
4 Feb 2022Client communicationCalled 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.30m
17 Nov 2021TroubleshootingCall 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.1h
12 Nov 2021Client communicationEmailed 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.1h 30m
11 Nov 2021Go LiveGo Live9h 30m
10 Nov 2021Go LiveGo Live9h 30m
9 Nov 2021Go LiveGo Live9h 30m
8 Nov 2021Go LiveGo Live9h 30m
20 Oct 2021Client communicationCommunication with UCC regarding training, creation of basic schedule and confirmation1h