October 28-29 Meetup in San Francisco

Attendees

• From Physician Health Program BC: Andrew Clarke, Claire Sauve, Dave D
• From CiviCRM: Michal Mach, Deepak Srivastra, Donald Lobo, Kurund Jalmi, Dave Greenberg

Agenda

Goals: familiarize PHP with currently implemented user interface, workflow and data model sothat thye can give feedback about what needs to be added to make the system ready for users "soon". Need to see both:

• the user experience
• the data store

We should walk away with a punch list that's realistic and do-able, and that will get us to an implementation that's reasonably soon.

We need to make sure to review:

• the user side;
• the back end, and
• the configuration bits in between.

Revise the configuration to better represent the proposed intake flow from:

• BC
• Alberta

Outcomes

• Validated the work-flows and screens with some adjustments (see CiviCase - Phase 1 To-do for details) and finalized feature set.
• Access control in phase 1 will be basic: access CiviCase yes / no. ACL's on contact groups can be used to limit access to subsets of clients.
• Move-to-trash functionality will be implemented for Activities and Cases (no physical delete from the user interface)

• Deployment Schedule for Phase 1
  Nov 4: PHP-BC
  Nov 15: all case and activity config data settled
  Nov 22: PHP-BC hardware in place
  Dec 1: coding done / internal QA done (alpha)
  Dec 1: installation on PHP-BC hardware
  Dec 1 - 15: Accceptance test cycles
  Dec 15: Go / no-go decision for launch on Jan 1
  Jan 1: Live launch at PHP-BC