AA QA Checklist

Revised 05/15/16
CUSTOMER
Client Name:
Reference # (List All):
Datacenter:
Contact:
BEFORE YOU BEGIN ANY REQUEST
Check the queue for any related requests and own them where applicable
Check Ops Tool for account details (NOTES)
Determine how data imports (direct upload, custlocs, redirect)
Determine what bridges are being used and if purges are used
Determine languages used
Determine how data is mapped
Determine if filters are used and why
Reporting? (web reports, bidirectional)
Review schedules
ADDING PROVIDERS/LOCATIONS/PROCEDURES/NOTES
Search HouseCalls to determine if data already imported
Validate code in request matches data file
Always add element under maintenance Add/Mod/Delete where applicable
Add recordings using same verbiage as other recordings (e.g. 'with' Dr. X)
Submit voice requests for all languages used
Map Element
Filter Element
Create report, using same formatting as rest of acct
Add users, where applicable
Add to custlocs where applicable
Check for combined fields
Check Caller ID
MESSAGES
Check for languages, family messages, and answering machine messages
Submit voice requests for all languages used
Apply answering machine and multi links where applicable
Map messages using similar format as rest of acct
Apply to filters where applicable
Create reports and associate with users where applicable
USERS AND REPORTING
Check to make sure report doesnt already exist
Create reports in HouseCalls using similar formatting as other reports
Add users in TVAdmin using similar formatting (usernames) as other users
Late notifications
WHEN ADDING A NEW CALLING ACCOUNT
Check for exports in other calling accounts, if found, modify and SDR to JAMS
Copy account notes from older calling accounts into new and modify if applicable
Flip 'go-live' work item when account is live
TESTING
 Internal test calls for all new messages setup
Test mappings with previously uploaded data if able
End to End testing
Check any exports
Verify Epic Export Mappings if applicable
Check Schedules/TSync Schedules
Ensure messages are included in filters where applicable
BEFORE YOU CLOSE ANY REQUEST
Update CRM with all notes about what was completed name/date/time stamped
Attach/send wav files to CRM where applicable
Update HouseCalls notes if setup changed due to request
Update Notes and Articles to "QA Checklist Complete"
A Checklist
ised 05/15/16

NOTES

NOTES

NOTES

NOTES

NOTES

le

NOTES
 NOTES
d