Onboarding session: finding a time
Email thread Kelvinhaugh Pension Services: documents · cs
Scheduling thread. Ailsa Dunlop prefers Friday morning but cannot promise the admin credentials, which depend on Kelvinhaugh's IT team.
What was said
What this says
Current to 11 Oct 26Scheduling thread. Ailsa Dunlop prefers Friday morning but cannot promise the admin credentials, which depend on Kelvinhaugh's IT team.
Ask: Callie Brennan wants an hour-long onboarding slot and written admin credentials for the first source before the refresh is switched on.
Customer view: Ailsa chose Friday morning but said she cannot promise the credentials, as she must check with IT first.
Next: Ailsa was to confirm on the following day. Credentials remain the dependency for the first connector.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2024-02-20
Last message2024-02-21
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Messages
Callie Brennan 20 Feb 2024 17:39Hi Ailsa, Thanks for your time on the call earlier. To keep us on track, I'd like to book the next onboarding session for later this week or early next week. What I need from your side is: - a slot of about an hour when you can be at your desk - the admin credentials for the first source, in writing, before we switch on the refresh Would Thursday or Friday suit? Tell me which and I'll send the invite. Thanks, Callie
Ailsa Dunlop 21 Feb 2024 17:49Hi Callie, Thanks for this. Friday is better for me, Thursday is full of scheme meetings. Morning if possible. I'll check with our IT team about the credentials, but I can't promise they will be with you by then. I'll let you know tomorrow. Kind regards, Ailsa
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