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Knowledge Transfer Template

Timeline
1
Permissions for Test Environment
Permissions for Jira, Confluence
Chats
Figma, Coda, Miro permission
Immersion in Electronic document management flow
Immersion in Electronic document management (Research, Metrics, CSI)
Immersion in the signing platform from a partner
Getting to know BA
+ meetings daily & sprint planning & backlog refinement ..
Design system immersion
+ DS team meetings
Watching Record of last introduction
Immersion in the signing platform from a partner
Getting to know BA
Getting to know the team
Watching the meeting record about the signing process
Watching Record of call with Stela
Immersion incontracts, receipts and unstructured documents
Getting to know BA
EDocs Library
CSAT
Oct 2023
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Nov 2023
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Dec 2023
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Jan 2024
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Feb 2024
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Mar 2024
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Apr 2024
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May 2024
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Jun 2024
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Month
TodayFit

Add task
Electronic document management
1
Team
Status
Name
Duration
Call is needed
Member
Prerequisite
Useful Links
ToDo
Day of the KT start
Start date
End date
1
All EDocs Management
Permissions for Test Environment
5 mins
QA
Previous designer
First week, Day 1
12/27/2022
12/28/2022
2
All EDocs Management
Permissions for Jira, Confluence
20 mins
DM
Previous designer
First week, Day 1
12/27/2022
12/28/2022
3
All EDocs Management
Chats
5 mins
Previous designer
First week, Day 1
12/27/2022
12/29/2022
4
All EDocs Management
Figma, Coda, Miro permission
15 mins
New designer
Previous designer
First week, Day 1
12/27/2022
12/28/2022
5
All EDocs Management
Immersion in Electronic document management flow
40 mins
New designer
Permissions for Test Environment
First week, Day 1
12/27/2022
12/28/2022
6
All EDocs Management
Immersion in Electronic document management (Research, Metrics, CSI)
New designer
First week, Day 1
12/27/2022
1/11/2023
7
Signing
Immersion in the signing platform from a partner
2 hrs
New designer
Previous designer
First week, Day 1-2
12/28/2022
12/29/2022
8
All EDocs Management
Getting to know BA
15 mins
New designer
BA of electronic documents
Previous designer
First week, Day 1
12/28/2022
12/29/2022
9
All EDocs Management
+ meetings daily & sprint planning & backlog refinement ..
5 mins
DM
Previous designer
Immersion in the signing platform from a partner
First week, Day 2
12/29/2022
12/30/2022
10
All EDocs Management
Design system immersion
1 hr
New designer
Previous designer
Designer of the DS
First week, Day 2
12/29/2022
12/30/2022
11
All EDocs Management
+ DS team meetings
5 mins
Designer of the DS
Previous designer
Design system immersion
First week, Day 2
12/30/2022
12/31/2022
12
Signing
Watching Record of last introduction
1 hr
BA of signing process
First week, Day 4
12/30/2022
12/31/2022
13
Signing
Immersion in the signing platform from a partner
1 hr
New designer
First week, Day 4
12/30/2022
12/31/2022
14
Signing
Getting to know BA
15 mins
New designer
Previous designer
BA of signing process
First week, Day 1
12/30/2022
12/31/2022
15
All EDocs Management
Getting to know the team
30 mins
New designer
Previous designer
All team
First week, Day 4
12/30/2022
12/31/2022
16
Tax reporting
Watching the meeting record about the signing process
1 hr
New designer
First week, Day 5
1/3/2023
1/4/2023
17
Documents
Watching Record of call with Stela
1 hr
New designer
Second week, Day 1
1/3/2023
1/4/2023
18
Documents
Immersion incontracts, receipts and unstructured documents
30 mins
New designer
Second week, Day 1
1/4/2023
1/5/2023
19
Tax reporting
Documents
Getting to know BA
15 mins
New designer
Previous designer
BA of documents
BA of Tax Reporting
First week, Day 1
1/4/2023
1/5/2023
20
All EDocs Management
EDocs Library
2 hrs
Frontend developer
New designer
Second week, Day 1
1/4/2023
1/5/2023
21
All EDocs Management
CSAT
30 mins
New designer
DM
Previous designer
Second week, Day 4
1/5/2023
1/6/2023
There are no rows in this table
21
Count

Team
0
Role
EDocs managment
Signing
Documents
Tax report
1
BA
Rosa Miller
Elon Johnes
Joyce Robertson
Tatsiana Kim
2
Architect
Maksim Boyko
Maksim Boyko
Maksim Boyko
Maksim Boyko
3
Devops
Marcus Rosso
4
Front
Valentina Perez, Mike Moore
Carol Perez, Augusto Gonzalez
Tyler Young
Hellen Green
5
Back
Alberto Garcia
Samuel Beker
Natalia Gallo
Robert Harris
6
QA
Alexander Lee, Ivan Torres, Nathan Wolker
Christopher Rivera, Matthew White, Zachary Roberts
James Thompson, Mary Flores, Patricia Nguen,
Emily Ramirez, Olivia Allen, Sara Torres
7
PM
Scott Nelson
Tomas Sanches
Laura Perez
Sharon Carter
8
DM
Maria Naum
Tim Clark
Tim Clark
Tim Clark
9
Writer
-
Paul Biamchi
Paul Biamchi
Paul Biamchi
There are no rows in this table

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