Scheduling the first onboarding session
Email thread Lornefield Pensions Administration: documents · cs
Tobias Renwick asked Craig Paterson for an hour to bring the first source in. Craig offered Monday after 14:00 or Wednesday morning, preferring Wednesday. Tobias confirmed Wednesday at 10:00. Logistical thread.
What was said
What this says
Current to 10 Oct 26Tobias Renwick asked Craig Paterson for an hour to bring the first source in. Craig offered Monday after 14:00 or Wednesday morning, preferring Wednesday. Tobias confirmed Wednesday at 10:00. Logistical thread.
Ask: Tobias wanted a working session of about an hour to connect the first source, with nothing else changing in that system.
Customer view: Craig said early next week was awkward because of their own refresh and preferred Wednesday morning, as the connector timing out again is less likely before the working day starts. That phrase hints at an earlier timeout.
Next: Tobias to send the invitation and the written connection steps beforehand.
The thread
Updated 9 Oct 26Messages
Tobias Renwick 13 Apr 2023 11:30Craig, Would you have time for a working session to bring the first source into the brain? It would take about an hour, with you on the admin console and me alongside. The trade-off is that it is easier if nothing else is changing in that system while we do it, so please pick a slot that suits your side. Best, Tobias
Craig Paterson 13 Apr 2023 13:17Tobias, Just to flag, early next week is awkward as we have our own refresh running. Monday after 14:00 or Wednesday morning would be fine. Wednesday is better, as the connector timing out again is less likely before the working day starts. Regards, Craig- Tobias Renwick 18 Apr 2023 10:33Craig, Apologies for the slow reply. Wednesday at 10:00 works for me, so let's take that. I'll send a calendar invitation shortly and I'll have the connection steps written out for you beforehand, so you can see exactly what we will touch. Best, Tobias