2017.12.18 CC Packet - Laserfiche WebLink

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Statement of Work DELIVERABLE 7: NEW AGENCY DEFINED DATA FIELDS CONFIGURATION The Agency can request up to twenty 20 new agency defined data fields configured and associate the data elements to specific record types to ensure information is tracked per the Agency business process and municipal reports, such as Elevator ID or Roof Color. zedlT Solutions will configure each new agency defined data field using one of nine (9) data types: text, date, y/n radio button, number, dropdown list, comment text area, time, money or checkbox. In terms of specific output, the following will be executed for this deliverable: zedlT Solutions Responsibilities: • Provide timely and appropriate responses to Agency's request for information. • Provide the Agency with the Best Practice Template Datasheet documents • Configure up to twenty (20) new agency defined data fields and associate the data elements to the specific record types, based on Agency feedback • Conduct meetings via email, web conference and/or phone to demonstrate the new agency defined data fields configured in environment, based on Agency feedback. Agency Responsibilities: • Provide timely and appropriate responses to zedlT's requests for information. • Arrange for the availability of appropriate Agency staff to read through the Best Practice Template Datasheet documents. • Agency staff must provide a list of the new agency defined data fields (up to 20) to zedlT Solutions, which include data field label, data field type, flagged as required, available in Citizen Access, indicate which service record type to associate to, etc., based on zedlT Solutions and the Agency's agreed upon project plan timeline. • Agency staff must review and test all agency defined data fields configuration and provide feedback to zedlT Solutions based on the agreed upon project plan timeline. • Schedule appropriate Agency staff participants and meeting locations for activities. Acceptance Criteria: • Confirmation of configured agency data fields by logging into Civic Platform with valid credentials. DELIVERABLE 8: EXISTING USER GROUP PERMISSION DISTINCT UPDATES zedlT Solutions will provide up to five M distinct updates to the existing user group permissions configured in the deployed Best Practice Templates. Using the Roles and Functions Matrix document, the Agency will indicate which permissions need to be updated for the user group role. For example, if the Agency wants the inspector role to collect fees and payments, this will be an update to allow additional access to the current role defined. Each permission update, add or removal of access for a defined user role is considered a distinct single action change. In terms of specific output, the following will be executed for this deliverable: zedlT Solutions Responsibilities: • Provide timely and appropriate responses to Agency's request for information. • Deliver and discuss the Roles and Functions Matrix document Configure up to five (5) distinct updates to the existing user group permissions, based on Agency feedback Conduct meetings via email, web conference and/or phone to demonstrate the updated user group permissions configured in environment, based on Agency feedback. 9 2015 Accela Inc. Page 14