Tech Support and Migration Lecture Notes

Flashcards covering technical issues, client accounts, and specific software problems mentioned in the meeting transcript regarding reporting portal migrations and ticket prioritization.

Reporting Portal Migration

A system update that has caused certain users to receive a blank login page or an Access Denied error when attempting to log in.

Report Builder

An application that allows users to access reporting portals; it currently works for portals that have not yet migrated but fails for migrated ones.

Edition

A seasoned co-sourcing client with numerous custom reports that they edit quarterly using Report Builder.

Request timed out error

A specific error being triggered on the Edition account where reports take too long to generate, possibly due to the new migration.

5201CSSD

A specific ticket number for a project involving the deployment of new metrics to the CSSD dashboard.

IRR

The Internal Rate of Return metric which stopped working for all funds on the CSSD dashboard starting May 28.

Co-sourcing clients

A group of clients that usually do not use Report Builder extensively, which is why the migration issue was not caught for the last two weeks.

Top Tier

A client whose ticket involves an hour already approved and was assigned to Hector for response.

TruBridge

One of the clients, along with Top Tier, whose dashboard tickets were managed by Hector.

IPCH prioritization list

A document sent over by Terry used to determine the priority order for specific tasks or tickets.

Initialize

An urgent client project that was recently moved back into the team's hands for review after being cleared.

General Catalyst

A client account that VHSLab was working on, which has recently seen movement and is now back for review.