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Status Future consideration
Categories Social Program Management Platform
Created by Guest
Created on Apr 4, 2024

RELATED IDEAS

Introduce new Task Statuses

In addition to the OOTB Open, Deferred and Closed task statuses, ESDC would like to introduce two new task statuses -

Cancelled - If a task was created in error and just closed, it must be be easily differentiated from the work that is truly completed and then closed.

On Hold - ESDC would like to introduce a new functionality 'Bring Forward'. When working on the task, if the user determines that this task must be pended until a future date (e.g. client out of country), they assign it a bring-forward date and push it back to the queue. One of the differentiating factor between OOTB Defer and ESDC Bring-Forward is that if task that is brought-forward, it can be worked on by anyone once assigned (when BF date is reached). Whereas, a defer task is not available to anyone else other than the user who marked it deferred.

Customer Name ESDC
Market Segment Eligibility & Entitlement
Type of Request Customer Requirement
Market Opportunity

Organizations that do not use case ownership and instead the work is assigned to any available user within organization, the ability to set bring-forward provides better experience to client. E.g. What if the user who deferred is on leave and the task is unattended for couple of days. ESDC backlog is massive for constant monitoring.

Organization must be able to differentiate between cancelled v/s closed tasks to produce better reports.
Usage frequency + #/type of users impacted

7000+ users
CURAM:Workarounds + Proposed Solution

ESDC has extended the task status code table (restricted) to introduce On Hold status, however it's not working as desired to due to downstream impacts.

ESDC has introduced a new Task Change Type to capture the reason at closure 'e.g. Opened in Error' , however user experience isn't appropriate due to the additional clicks.
  • Attach files
  • Admin
    ANGELA BRADY
    Reply
    |     Aug 13, 2024

    Hi Vishek,

     

    We have reviewed your enhancement suggestion. 

     

    Based on the information provided, our understanding of your request is as follows:

    •         In addition to the OOTB Open, Deferred and Closed task statuses, you would like to introduce additional task statuses; Cancelled and On Hold.


     

    The theme is aligned with our current multi-year strategy for our product, and we have accepted your suggestion as a consideration for a future release. Not all items under consideration will make it into a release. As plans are confirmed, you will be notified when a specific release includes this enhancement.

     

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

     

    Regards,

    Angela Brady, Cúram Product Management Team

  • Admin
    ANGELA BRADY
    Reply
    |     Jun 11, 2024

    Hi Vishek,

    We have reviewed your enhancement request and require more information to understand the most efficient way to provide assistance to the project on meeting the need here. I understand our Cúram colleagues working with you on the project have requested this information already, if you can please share this with us so we can proceed with evaluating this request.

    Based on the information provided, our understanding of your request is:

    • In addition to the OOTB Open, Deferred and Closed task statuses, ESDC would like to introduce two new task statuses for Cancelled and On Hold.

    While we understand the value of the request to be able to introduce any new custom task status, it may require redesign of our current Task Management offering since it is currently tied to task status values (e.g. available task list, deferred task list and so on - which is all status based). This would take time to achieve and therefore we want to understand if there is a shorter term strategy to support you on the project and get your specific task status values operational. Therefore can you please share with us behaviour you experienced with those new task status values that was not as expected, and we can evaluate if it is quicker for us to resolve those specifically in the shortterm.

    Please provide the requested information within 30 days so we may proceed with our evaluation. If we do not hear from you within that timeframe, we will have to close the request due to insufficient information.

    Thank you,

    Angela Brady, Cúram Product Management Team

  • Admin
    Graham McCrindle
    Reply
    |     Apr 5, 2024

    Hi Vishek,

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.

    Thank you,

    Graham McCrindle, CURAM Product Management Team