Create Living Streets 2.0 Go-Live Plan [LSRB]

[KaroEngstrom]

Go-Live Plan

From 2.0 testing #17161, prepare for go-live by gathering the following steps and instructions:

• items to remove
• items to add
• items to reconfigure
• order of operations
• estimated downtime

[KaroEngstrom]

Steps from Test Environment Set-up:

To Do Prior to Go-Live Window (In Test ✅ )

• [ ] Delete unused Staging section for Applicant Portal (no unique use or build) ✅
• [x] Hide breadcrumbs from the new EOI form

Configure All Email Addresses in 2.0 Prod

EOI NEW

• [x] Finalize and Resubmit HS
  • [x] EOI Confirmation - Applicant Email
  • [x] EOI Staff Notification - LivingStreets@AustinTexas.gov
• [x] FInalize and Resubmit PS
  • [x] EOI Confirmation - Applicant Email
  • [x] EOI Staff Notification - LivingStreets@AustinTexas.gov

    Living Streets Applicant Portal

• [x] Activation Details > Edit Application - none
• [x] Activation Details > Submit Activation
  • [x] Applicant Submittal Confirmation - Applicant Email
  • [x] Submittal Notification - LivingStreets@AustinTexas.gov
  • [x] Sponsor Notification - Sponsor Email
• [x] Resubmit forms
  • [x] Play Streets Submit Confirmation - Applicant Email
  • [x] Play Streets Submit Staff Notification - LivingStreets@AustinTexas.gov
  • [x] Healthy Streets Submit Confirmation - Applicant Email
  • [x] Healthy Streets Submit Staff Notification - LivingStreets@AustinTexas.gov

    Living Streets Staff Reviewer Portal

• [x] Activation Cycle Details - Edit Activation Cycle Details - None
• [x] Activation Cycle Details - Edit Activation Status | Awaiting All Application Notification- Applicant Email
• [x] Activation Cycle Details - Invite to Apply
  • [x] Sponsor Required - Initial - Applicant Email
  • [x] No Sponsor - Initial - Applicant Email
  • [ ] Sponsor Required - Resubmittal - Applicant Email
  • [ ] No Sponsor - Resubmittal - Applicant Email

[KaroEngstrom]

Prior

• [x] [Copy Smart Mobility Production environment] (https://atd.knack.com/dts#applications/view-application-details/629675e0280be4001f0beda8/)

AT START 🚨

• [x] Notify LS Staff via email
• [x] Add note to Applicant Portal
• Disable access to anyone except Builders
  • [x] Remove Living Streets Staff
  • [x] Remove Living Streets Applicant External
• [x] Disable old EOI link by changing URL
• [x] Comment out button on Getting Started Page
• [x] Include note on Getting Started page

To Do During the Go-Live Window

Applicant Portal

• Run KaroDemo parallel to see the updates in real time
• Model from test
• Living Streets Applicant Portal - scene 176 - no change
  • Do we want to show an activations table for the Applicant?
• My Application Details - scene 215
  • [x] Delete Application level menu - 544
  • [x] Delete Timeframe Details view - 506
  • [x] Delete Play Streets Hours view - 557
  • [x] Delete deprecated Resubmittal button - 708
  • [x] Delete Documents details view - 448
  • [x] Combine People details into view (removed Primary, users icon)- 508
  • [x] Delete Sponsor information view - 520
  • [x] Delete Additional Contact view - 464
  • [x] Clean up Application header view - 507 (retain status; closest viable; sponsor required?)
  • [x] Remove page rules for Applicant altogether
  • [x] Add page rule for hiding Resubmittal button ➡️ can use later manually for Approved and Deferred; LS staff will notify when we want to make this visible
  • [x] Move Activations table up - show to all
  • [x] Move Resubmittal button up
  • [x] Check Page Rules
• Activation Details - scene 299
  • [x] Delete Deprecated - Limited Edit - 716
  • [x] Delete Deprecated - Submit for Re-Review - 717

Reviewer Portal

• Model from test Living Streets Program Home - scene 169
  • [x] Update LS Knack Application link to new EOI - view 430
  • [x] Update Healthy Streets EOIs table - view 431
  • [x] Add a column to show Activation Cycle to the Reviewer tables - EOIS
  • [x] Add a column to show Activation Cycle to the Reviewer tables - Applications
  • [x] Update Healthy Streets Applications table - view 479
• Play Streets - scene 183
  • [x] Update LS Knack Application link to new EOI - view 461
  • [x] Update Play Streets EOIs table - view 462
  • [x] Add a column to show Activation Cycle to the Reviewer tables - EOIS
  • [x] Add a column to show Activation Cycle to the Reviewer tables - Applications
  • [x] Update Play Streets Applications table - view 480
• Application Details - scene 171
  • [x] Application header - view 433
    • [x] Delete EOI Submitted
    • [x] Delete Invitation to Apply Sent Date
    • [x] Delete Application Submitted Date
    • [x] Delete Sponsor Email Sent Date
    • [x] Delete Total Signature
    • [x] Delete Approval Rate
    • [x] Delete Min Signatures
    • [x] Delete Max Signatures
    • [x] Delete Additional Comments on appl level
  • [x] Delete Reviewer Menu buttons on appl level - view 458
  • [x] Delete Timeframe details - view 488
  • [x] Delete Play Streets hours - view 547
  • [x] Combine People details into view (removed Primary, users icon)- 432
  • [x] Delete Sponsor information view - 521
  • [x] Delete Additional Contact view - 465
  • [x] Delete Document view - 487
  • [x] Delete 2.0 Divider rich text - 682
  • [x] Move up Activations table - 691
  • [x] Remove all page previous page rules; add rule to hide deprecated + temp copy button unless @KaroEngstrom
• Activation Details - scene 295
  • No changes off the bat; pending testing feedback

Initial EOI Form - scene 179 - view 450

• [x] Update big button EOI link to the new EOI form
• [x] Update page names for EOI NEW form

---

Application Name

ls_streets_application parent table

• [x] Remove Start Date from the text formula because the date will be appended to each Activation Cycle
  • {Program Type} - {ls_applicationID} | {Simple Street Name for Case Name}
  • Pushing to Application parent when edited in Cycle child record

    ls_streets_cycle child table

• current name:

[KaroEngstrom]

Restructure and Import Activation Cycle Records for Existing Applications

• [x] Export existing cases from Smart Mobility PROD
• [x] Use crosswalk template to create initial cycle records from the Applications export
• [x] Import into Smart Mobility PROD as a .csv file > insert new records
• [x] Spot check records via Reviewer tables and Reporting
• [x] Check for Start Date matching (see Tester notes)
• [x] Manually copy Viability Map and RAF records from the parent Application to the new initial Activation Cycle records using the Builder button on the Application Details view ➡️ check off from the imports spreadsheet
  • [x] Finalize Viability Map copying after go-live
• [x] Check reporting
  • [x] Move Application level data down and include a note that this is the old table, for comparison and spot-checking only
  • [x] Show Activation level
  • [x] Doublecheck columns
• [ ] Plan for email updates later today/this week

[KaroEngstrom]

AT CONCLUSION 🚨

• [x] Update direct link on getting started page to new EOI
• [x] Update button link on Getting Started Page to new EOI
• [x] Update all direct links to the EOI to the new EOI
  • [x] Getting Started
  • [x] Applicant Portal
  • [x] Reviewer Portal (both programs)
• [x] Reveal button on Getting Started Page
• [x] Remove note on Getting Started page
• [x] Remove note from Applicant Portal
• [x] Enable access to Reviewers and Applicants
  • [x] Add Living Streets Staff
  • [x] Add Living Streets Applicant External
• [x] Notify LS Staff via email
• [x] Run testing on 2.0
• [ ] Remove test records