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Adam Lenter

Bryon Vaughn

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  • Security and Access Management
    • Update permissions on all existing objects to ensure proper access based on role and need
      • Realms
        • Add Advising realm to all advising specific objects
          • Queries, Forms, Mailings
        • New objects should have appropriate realm assigned going forward, particularly new Alumni elements
  • Communications / Deliver
    • Filters
      • Document existing filters that can be added to recipient list queries to refine the audience
      • Consider adding new filters or data points based on additional criteria (likely next cycle)
    • Ensure that the default sender alias is not defaulting to spsadvising for any alum/program comms
      • This cannot be set per user, and will require control through process documentation
    • Use the Designer functionality for all standard communications
      • Document workflows for mailing creation, recipient list selection, queuing for review, and sending
      • Test and validate send privileges for user roles
    • Components 
      • Coordinate with Web Dev team for next phase of component development (likely for next build cycle)
        • Focus on new designs, flexible branding, and responsive functionality
    • Chrome Extension
      • Plan for distribution to users, and document installation process
      • Refine functionality for improved usability
        • Better input for Events List component
        • Consider methods for getting images into the Slate library through the extension form
    • Model out the guardrails to ensure that emails are not sent directly, but go to the review queue for the Alumni team to review
      • If there is a way to only require this when there are Alums in the recipients list, that would be great, but may not be possible

Features to Consider

  • Database Ops / Feeds
    • Automate incoming data feed per technical specifications
      • From Athena (in development)
        • Requires opt-out data fields for all Athena categories that apply
        • Person-scoped fields
          • Athena ID
    • Automate outgoing data feed per technical specifications
      • To Athena
        • SPS opt-out values
        • Universal identifier (TBD - Athena ID, CUID, or UNI)

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  • Landing Page
    • Create separate homepage widgets for the Alumni realm highlighting relevant information
      • Actual widgets TBD
  • Communications / Deliver
    • Create template(s) in simple HTML to accommodate truly unique designs that fall outside of the designer components
      • May require content blocks for shared/reused messages
    • Templates
      • Create a simple universal template that can flex its layout depending on the components in use

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