Onboarding sessions: getting the rest of your team on

Hi Callum, Thanks for the time on the call. Here is the plan as I have it, so we are both working from the same list. Before we switch on the refresh for the bordereaux and claims sources, what I need from your side is: - written confirmation of the read-only access for the claims ticketing system, which I do not have yet - the name of whoever in your team will be the second admin, so you are not relying on one person - a list of the capacity-provider questions you most want answered from the brain first, so I can map the submission and bordereaux fields against them Once those are in, I would like two working sessions with your operations team. The first is the connector and field mapping walk-through, the second is the first look at the dashboards. I can do either of them later this week or early next week, whichever suits you. Could you tell me which slots work, and who should be in the room? That maps cleanly to the setup note I will write up afterwards. Thanks, Callie

Callie, Access for the claims system: my IT contact is sorting it, you will have it in writing by tomorrow. Second admin is one of my senior underwriting assistants, I will confirm the name by end of day. Sessions: Tuesday morning next week for the mapping, Thursday for the dashboards. Mornings only, the underwriters are on broker calls after lunch. Mapping needs me and two others. Dashboards needs the whole team that has seats, they will want to see what they are getting. What I need is the bordereaux view right at 07:00 each day. By when can you tell me that is on? Callum On 30 Jul 2024, at 10:28, Callie Brennan wrote: > Could you tell me which slots work, and who should be in the room?