Actual Solution Development
Introduction email and welcome call to client
https://docs.google.com/document/d/1M_7WzxtCUwg3DLOybgTdjT-UHqe-gk87BV63qxvzcXo/edit
- Requirements Gathering and client follow up process: https://docs.google.com/spreadsheets/d/1Tr7VPCiDFgRISuJ5z9RZVriB9eYI41tLzCwjTv58D4w/edit#gid=1217159837
- Requirements Gathering/ Understanding Process https://drive.google.com/drive/u/0/folders/1JBe_eIXDFftEXO8fnnC8S6pmCF72fvln
- Requirements & Scope Comparison https://docs.google.com/spreadsheets/d/1Tr7VPCiDFgRISuJ5z9RZVriB9eYI41tLzCwjTv58D4w/edit#gid=546657977
- Raise change scope if out of scope requirements received https://docs.google.com/spreadsheets/d/1Tr7VPCiDFgRISuJ5z9RZVriB9eYI41tLzCwjTv58D4w/edit#gid=2060746990
- Freeze requirements if within scope requirements are received Refer all email templates
- User and report receiver details format https://docs.google.com/spreadsheets/d/1YRvlGQLVyhxfaT-KOGArsDEx3_iNr7RRQrQePzhYl44/edit#gid=0
- Requirements Study: https://drive.google.com/drive/u/0/folders/10mT_rz8sDTvRDiqsFrkMbO4k47pClEUJ
- Adding New Project Requirements on JIRA https://docs.google.com/document/d/1bt8RgZcT_nAigVKoB3NUy2JeBttAssPb/edit
- Project timeline format https://docs.google.com/document/d/1EDEmIVGdWGuqTPSJQ9zenm3Oluw-ZxEabvi_rHIQfmw/edit
Scope Document Format and examples
https://docs.google.com/document/d/13h1WLnKaQekCC0QPkeZlMJ2uaRrdZdg0gLYng4Aj6lo/edit
All Approval Process
Project Modeling or architecture
https://drive.google.com/drive/u/2/folders/1jOt3bgbuUbCcUw49iPienR0JfOSBD1_B
https://docs.google.com/document/d/1sAyf2YZE-Y8Lp_4sz-OO6qmW7O4aQIdSAQqlv7Q5ql4/edit
Copy App
https://drive.google.com/drive/u/0/folders/1dV7HDTejO8p2RaKwYn9UxmQ-GudeyEuw
Event Scheduling
https://drive.google.com/drive/u/0/folders/1CQjsmBIIuDMBPR4L6SEYU_fk3X6w_AkZ
University Link
https://university.axonator.com/knowledge-base/scheduler/
How to check Version id & account id
https://docs.google.com/document/d/1vK_7XC1elc7ACPSju91jtcJPucbGeVTLklhEy-JQhYE/edit
How to update account details:
- Data accessible
- Account expiry date
- Change user count
- https://docs.google.com/document/d/1xv-2eZwjtWGhKFzaZHuUKo5-Sl4AAeteP3PRgB2cKEw/edit
Solution Development:
- Deactivate default WF.
- List preview of all forms : https://docs.google.com/document/d/1B70HvDORV_3dnIZHXrTNIQ8VrsWxJIjzHNR5jFZtYdk/edit
- How to create excel report: https://university.axonator.com/knowledge-base/excel-sheet/ Example: BV India (Daily Machine Report), Kolte Patil and MBI
- How to set access permission.
- How to set form permission: https://docs.google.com/document/d/1pvfoyjeAxXWj8czZEKgeDn3aZn_pP9LX/edit?rtpof=true Example: Unify, CLR, QPMS.
- Assign task /create task from web: https://docs.google.com/document/d/1ciwyEM90BSLzB6VW3Akffw3JOVZoGZQj1aSoQISMcno/edit
Task Assigning to developers
- Assign bug from JIRA (Mention priority, add expected deadline).
- Inform them F2F (if possible).
- If within 4 hours you didn’t get a solution or deadline, then raise it on email (To: Aarohi, CC: Reporting Manager, JP, Account manager from Sales).
- If task is urgent, immediately raise it on email as well.
- Take deadline from developer.
- Inform expected due date.
- Take follow up from developer on deadline.
Important Instructions while adding issue on JIRA:
- Mention the issue clearly in the title i.e. MDM Data Submission Issue.
- .Add required details like: Login credentials, Issue Screenshot, Client’s msg or description of the Issue, your comments or how solutions team tried to resolve it primarily.
Example:
https://sol-dev.atlassian.net/browse/SD-172
If the deadline given by the client is Thursday, and the task includes developers’ work/help, please tell them their deadline as Monday (and not Thursday). So that, the solutions team will get at least one day to test the work and if any bugs are found then developers can work on those issues.
https://docs.google.com/document/d/1NUCAWOrr8xrBpHJKxjY4W9QZllhl25aDFfIOBCFG-wE/edit
Copy Field, Update object, Generate Object
https://university.axonator.com/knowledge-base/update-object/
https://drive.google.com/drive/u/0/folders/1A-fbZJZe1PbW7NMVahMNShZNRJ__4laM
https://university.axonator.com/knowledge-base/freeflow-the-workflow-builder/
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