Mat/Pat - CRM ticket - Thread

[fazil-ey]

Split from #1100 The scope of this ticket is to format the the data being sent in the thread

AC

• [x] The CRM ticket should contain all form fields in the ticket details section
  • [x] The text in the thread should be in a format that is easy to read (Sample Below)
  • [x] ensure leave end dates are included

Fields that should be in the thread -

• [x] Employee information and confirmation, Alternate contact information (if available),
• [x] if taking maternity leave - start date, end date, number of weeks, leave allowance selection,
• [x] if taking parental leave - Partners info and confirmation (if with partner in BC gov), parental leave type, number of week, childs birth date (if taking alone), start date, end date, leave allowance type, leave allowance dates, deferral date (if deferring), supervisor information

Sample Click to enlarge

[Stella-Archer]

@iman-jamali-fw could you let us know where this ticket is at and if you have and estimate? thx

[iman-jamali-fw]

@Stella-Archer There should be no barrier to starting working on this ticket. I estimated it as 3, @bhumin-fw feel free to adjust it if needed.

[bhumin-fw]

@fazil-ey We need to identify fields that we want to display in thread. Please check attached image in the ticket for reference. Let me know if you have any query here.

[fazil-ey]

@bhumin-fw it shoudl be all fields we show in review section

• Employee information and confirmation, Alternate contact information (if available),
• if taking maternity leave - start date, end date, number of weeks, leave allowance selection,
• if taking parental leave - Partners info and confirmation (if with partner in BC gov), parental leave type, number of week, childs birth date (if taking alone), start date, end date, leave allowance type, leave allowance dates, deferral date (if deferring), supervisor information

[bhumin-fw]

Ticket is ready to test on DEV & TEST. Can be test with #1124 as well.

[Stella-Archer]

• [x] Employee information and confirmation
• [x] Alternate contact information (if available), Private Zenhub Image

Maternity leave

• [x] start date, end date,
• [x] number of weeks,
• [ ] leave allowance selection, Parental leave -
• [ ] Partners info and confirmation (if with partner in BC gov),
• [x] parental leave type,
• [x] number of week,
• [ ] childs birth date (if taking alone),
• [x] start date, end date,
• [x] leave allowance type
• [ ] leave allowance dates,
• [ ] deferral date (if deferring),
• [x] supervisor information

Private Zenhub Image

[Stella-Archer]

@fazil-ey could you check to see if this is what I should be seeing in the CRM tix? I'm not sure about:

• [ ] Mat leave allowance selection
• [ ] Pat leave dates I'll do another test for partner info and deferring, and pat alone birthdate but really not sure if i'me seeing the above points

[bhumin-fw]

@fazil-ey @Stella-Archer Right now, we have covered only one page - "Review". If fields/details are on the review page then those will be there on Thread as well.

Change applied till today's morning. If any change is made on the review page section later, that needs to be updated on Thread as well.

Please let me know field/information which is not there on the review page but we want to display on CRM Thread.

[fazil-ey]

@bhumin-fw @Stella-Archer based on the screenshot, i think the fields you mentioned are missing

• the confirmation is missing for employee information
• Mat leave allowance selection is also missing
• parental leave allowance dates are also missing

i am not sure if the form submitted had partner info. We should also test the scenario of only parental leave.

[fazil-ey]

Test done Aug 23 - We are not getting CRM emails and submissions are not getting validated (status did not change to validated in submitted forms tab) . Submission done my Fazil with Stella and Ayush as supervisors, submissions done by Stella with herself as supervisor.

@iman-jamali-fw @bhumin-fw

[iman-jamali-fw]

@fazil-ey We deployed a fix to DEV and TEST that handles an edge case allowing employees (contractors with no employeesIds) to have CRM tickets. Please try again, it should be working again.

[fazil-ey]

@iman-jamali-fw Test Aug 24 - got the emails! will test different scenarios and see if we are getting all fields in the CRM now

[fazil-ey]

Hey @bhumin-fw - the thread looks good. receiving emails However there are some missing fields

• instead of Standard, extended leave: Standard Leave Up To 35 Weeks can we say "Type of leave: Standard"
• Partner info is missing and "Does your partner work for BC Public Service" is also missing
• parental leave Allowance type, allowance dates are missing
• maternity leave allowance selection is missing email and form for comparison emailCRM.pdf Digital Journeys.pdf

For only parental leave

• When was your baby born or placed after adoption? is missing (also in review page)
• Are you a birthing parent? is also missing
  • if taking only maternity the question "Are you taking parental leave?" should also be there

[bhumin-fw]

@fazil-ey Let me add all missing details for thread here. I'll refer your last comment to update thread information. Let me know if anything else that needs to consider in thread details.

[ayushdamani]

• Tested in TEST environment.
• Submitted a mat/pat form.
• Validated the submission.
• Received the Mat/Pat CRM

Acceptance criteria met: Private Zenhub Image

Private Zenhub Image

[fazil-ey]

@bhumin-fw - mostly good. Minor changes are needed

1. This field is a duplicate now, since we have the option Leave Allowance in both parental and maternity leave DO YOU WANT TO RECEIVE TOP-UP ALLOWANCE? Top Up Allowance: I Want To Receive My Top Up Allowance During My Leave After Acceptance From Ei

2. There is a missing space in "EmployeeNumber"

3. "No of weeks for standard leave" - Change to Number instead of No

Added a UX improvement in #1308 that does not need to be done right now

[bhumin-fw]

@fazil-ey @ayushdamani Fix all 3 points from the recent comment.

[ayushdamani]

Tried to test this today:

1. Submitted a Mat/Pat form with myself as the supervisor.
2. Still could not validate my form submission.

Next step: I will request Meghan/Stella to submit a form with me as a supervisor to test this ticket.

[ayushdamani]

Tested and confirmed updated ✅

1. Meghan submitted a form with me as a supervisor
2. I validated the form
3. CRM ticket was generated
4. Checked the details against Fazil's comment

Private Zenhub Image

Thank you, @bhumin-fw

[fazil-ey]

Additional comments addressed. Closing ticket.