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Island Dermatology Pending Items

Steer Huddle Oct 28 1:15 PM

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Tasks
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Task name
Status
Due date
Text
1
Data Extract from Island Dermatology
Pending
2
Data Import to Steer Platform
Pending
3
Add 5 locations for Island Dermatalogy
Completed
Data Extract should be limited to Glendora for testing
4
Ops Playbook for Data Extract & Import
Pending
Create a playbook - end-to-end from data extract (RDP, Field selection, etc) with screenshots Data Export should be performed by location
5
Verify Steer Platform is working for ID
Pending
[Object:Object] error
6
Notification Templates - Post Visit Review, Birthday Greetings
Pending
1 day after the visit
7
Website Linking - Domain transfer
Pending
Lasantha can do this on Sunday
8
Email address for Notifications regarding Consults/Scheduling
Pending
Lindsey will get this info
9
End User Training
Pending
10
Requests Inbox V2
Pending
11
GMB Permission - for management
Pending
12
End User Setup (get emails)
Pending
Users list for ID
13
Email Inbox Setup
Pending
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