Change log
LABS Feature Release Document 8.26.2024
One-Time Appointment Scheduling 2/5 EASS
Release Date: [February 16th2024]
What's New
Overview:
Automating themethod by which installers and customers schedule an installation appointmentutilizing the ASHS mobile app.
Issue Summary:
· New Features:
· Created One-Time Appointment Scheduling SOP and Framework
· Implemented Customer SMS Opt-In and Access
· Developed Service Provider Appointment Scheduling Training Content
· Created and Launched OTAS Policy and Nationwide Release Video
· Developed and Released the "Life Cycle of an ASHS Order"Training Course and Video
· Implemented Appointment Scheduling Feature for Mobile App
· Enhancements:
· Enhanced Analytics for All Workorders and Average Risk Factor Graphs
· Updated and Configured Appointment Scheduling API for Mobile App
· Updated and Tested Appointment Scheduling Data Analysis Between LP and vCloud
· Improved Visibility and UI/UX for SMS Notifications in App
· Added Notification Features for Customer and Service Providers RegardingOrder Statuses
· Updated OTAS Support Course Material and Resources for Nationwide Release
· Enhanced Installer and Sales Representative Training Content
· Improved Appointment Scheduling Notification System and Confirmation Messages
· Enabled Full Mobile App Functionality During iPhone Calls
· Bug Fixes:
· Resolved Multiple Issues with Workorders Displaying Incorrectly in App
· Fixed Inconsistent Message Delivery and Phone Number Handling in App
· Corrected Errors with Scheduled Status Not Syncing or Updating in LP
· Investigated and Fixed Issues with Installer Scheduling from App
· Fixed Problems with Shipping Details and Order Status Display in MobileApp
· Addressed and Resolved Issues with LMS Course Accessibility andCompletion Viewing
· Corrected Various UI and AccessibilityProblems in Mobile App
Capacity Designation 1/5 EASS
Release Date: [April 5th2024]
What's New
Overview:
Released as apart of One-Time Appointment Scheduling.
Survey Configurator 2/5 EASS
Release Date: [April 11th2024]
What's New
Overview:
The surveyconfigurator offers power users the flexibility to create survey subjects andsend out surveys to a predetermined set of user groups, including installers,customers, and other stakeholders. With the introduction of a pre-set"user group" setting, surveys can be tailored and sent to specificstakeholders such as installers, customers, and others, ensuring that feedbackis collected from the most relevant audiences. Enhanced question types,including star ratings and radio buttons, will allow for more nuanced datacollection. The survey configurator will display both average scores andselected answers, providing a clearer insight into respondent opinions.Additionally, all responses will be accessible on a dedicated "SurveyScore" tab within the “Survey Admin” landing page, organized by surveysubject for easy review.
Issue Summary:
· New Features:
· Feature Proposal Implemented: Survey Groups Segmented by Anonymous and Known Groups
· Enhanced Survey Questions to Include Radio Buttons and In-line / Pop-up Messages
· Enhancements:
· Dashboard Created to Display Various Stats on Surveys
· Reports Created to Display Survey Results
· Push "Post-Install Customer Survey" Data from LA to LP
· Push Any Comments Generated from "Post-Install Customer Survey" Into LP
· SOPs Updated Related to Survey Configurator Within SharePoint
· Re-Configured Graph Colors
· Identified Training Guide and Policy Created for Survey Configurator
· Identified SOPs Created for Survey Configurator
LABS Assistant Mobile App 1/5 EASS
Release Date: [April 19th2024]
What's New
Overview:
Release of theASHS configuration mobile application for iPhone and Android.
Issue Summary:
· New Features:
· Biometric Component Feature Released forMobile App
· Added Volume Feature to In-App Calling
· LABS Assistant Mobile App Nationwide Release Validated for User Groups
· LABS Assistant Mobile App Verification and Sign-Off Completed
· Enhancements:
· Invitation to Download & Login to ASHS App Reconfigured for All Users
· Enhanced the App 'Notes' Tab to Align with Two-Way Notes LP Sync
· CNAM Functionality Implemented for Mobile App
· LABS Assistant Mobile App Support Added for Conditions in Submittal
· LABS Assistant Mobile App Store Update Prompt Issue Addressed
· Updated "Landing Screen" on Mobile App to Reflect the Latest Feature Release
· Bug Fixes:
· Attached Images Now Appear on Workorders in LABS Assistant Mobile App
· Fixed "User Not Found" Issue in LABS Assistant Mobile App
· Can't Change User Password/Email Before User Login Issue Resolved
· Phone Tree Adjustment Implemented
SWAG Store 1/5 EASS
Release Date: [April 29th2024]
What's New
Overview:
SWAG Store addedto the ASHS app enabling users to purchase items using credits. Third Partyvendor Creative Inch fulfills the orders.
Issue Summary:
· New Features:
· Configured Component for Swag Store
· Swag Store User Group Created
· Collected User Emails to Add Credits to Their Accounts
· Implemented Butterfly Notification for Swag Store Release Announcement
· Created Butterfly for Nationwide Installers Offering Credit to Swag Store
· Enhancements:
· Announced SWAG Store Credit Updates for Users
· Swag Store Management Process Implemented
· SLT Enabled to Order Through the Swag Store
· Bug Fixes:
· Validation and Testing Completed for Swag Store
· Targets For Future Releases:
· 2/5: More control over the Swag Store transferred to LABS Assistant. Credits controlled via LABS. Bypass vendor which risks miscommunication. More Items added to the store.
· 3/5: Swag Store tied into gamification feature. Add recommended items per user group.
· 5/5: LABS will Automatically add credits to users when thresholds are met. Vendor will still receive and fulfil the orders.
Product Delivery Lifecycle 1/5 EASS
Release Date: [May 9th2024]
What's New
Overview:
Policies andprocesses for capturing all updates, managing ticket statuses, logging timespent, creating tickets, and ensuring architecture classifications in Jira, tomaintain transparency, accountability, and streamline collaboration across theteam.
Issue Summary:
· New Features:
· Created Product Delivery Lifecycle SOP
· Created a New UAT Project for BASCO
· Created My Ticket Dashboard SOP
· Added New Status to Development Workflow
· Created New Permissions Scheme and User Group for BASCO Project
· Automatically Added SL Team and ASHS Steering Committee to Consulted Field for Every Epic
· Created Dynamic Cost Estimations for FY 25 AOP Sheet
· Created Epics for All Super Features
· Split the Online Form Feature into 6 Different Epics
· Created New Security Schema for the IDP Project
· Enhancements:
· Removed Multiple Notifications for Same Ticket or No Activity in Jira
· Cleaned Up Jira User Accounts
· Cleaned Up Link Issue Types
· Edited Jira Structure to Match SOP
· Added Ticket Types to All Projects
· Added a 2nd and 3rd Description Box in Jira
· Granted PDLC Access to Remove Resolutions
· Provided ASHS People Access to My Ticket Dashboard
· Fixed Duplicate User Account Issue
· Added More Icons for New Projects in Jira
· Removed the Field "Epic Name" from Epics
· Removed Ability to Create New Tickets from Non-ISRD Employees or Contractors
· Researched and Tested Due Date Options
· Created Custom Gantt Chart for Todd/Chad Meeting
· Cleaned Up Confluence Spaces
· Looked Into Adding Dialog Box After Visionary Completion
· Edited Filters for My Ticket Dashboard
· Simplified Workflows in Jira
· Aggregated the Hours Logged in Jira
· Edited My Ticket Dashboard Guidelines
· Edited My Ticket Dashboard SOP
· Simplified Features on the AOP
· Checked Which RACI Members Get Notified on Comments
· Cleaned Out Deactivated Users from All Jira
· Changed Go-Live Due Dates on All Features to Mondays
· Added Product Delivery Tickets to Features
· Priority Setting Based on In-Person FRD Meeting Completed
· Checked for and Marked Duplicate Epics
· Added Due Dates and Additional Delivery Tickets to AOP Feature Tickets
· Cleaned Up All RACI Fields
· Created Comparison Report Between Current and Past Worklogs
· Finalized FY25 Priority Sheet
· Created Capex Op Ex Imagery
· Obtained List of All Statuses in Active Projects
· Reviewed Worklogs from March for Compliance
· Bug Fixes:
· Investigated Jira Bug that Caused Shutdown
· Fixed Issue Where Private Viewers Were Not Visible on FTRS Tickets
Butterfly Configurator 2/5 EASS
Release Date: [May 22nd2024]
What's New
Overview:
Configuratorallowing administrator to build and customize Butterfly communications.
Issue Summary:
· New Features:
· SMS Option Added on Configurator to Text Customer via Butterfly
· Butterfly Configurator Backend - Worker State Management Implemented
· Enable Pause and Resume Functionality for Butterflies
· Added Custom Nodes for Butterfly Builder
· Added New Messaging Created for "LABS Assistant"
· Implemented Relation Store
· Enhancements:
· Implemented Butterfly Notification for Swag Store Release Announcement
· Updated Monitoring Service for Logging of New Components
· Added Push Notifications in Available Actions
· Dynamic UI Components / Layout Components Enhanced
· Butterfly UI State Management Enhanced using Redux Toolkit
· Added Feature to Gate Times of Thresholds for Butterflies
· Swag Store User Group Created
· Reconfigured Email Collection for Adding Credits to User Accounts
· Bug Fixes:
· Fixed Rate-Related Butterfly Onboarding Using Existing Configurator
· Fixed Data Sync with Data Lake Issue
· Fixed Attached Email to Meet Domain Warm-Up Request
Resolution
Technical Details:
· Schema Registry Integration Designed and Developed
· Materialized View Service APIs - Secure APIs Developed
· Schema Registry - Apicurio Helm Deployment
· Butterfly Configurator Backend - API Thunks and Documentation Developed and Tested
· Butterfly Configurator Backend - Database Integration, Authentication, and Permissions Developed and Tested
· Materialized View Service - DBT Scripting Engine Developed and Tested
· Data Structure Mapping for Butterfly Worker Designed and Developed
· Actions Mapping for Butterfly Worker Designed and Developed
· API and Service Observability for Butterfly Implemented
· Backend Integration / Authentication Integration Completed
· Backend Integration / Dashboard Services Integration Completed
· CI/CD Pipeline for Services Implemented
· Dynamic UI Components for Butterfly Builder Developed
· Service Containerization Completed
· Created Hosted Zones for Prod, Staging, and QA for the Lixil Domain
· Integrate with LABS APIs
· Structural Changes for Adapter-Based Actions Implemented
· Graph and Traversal Functions Implementation Developed
· Node Relationship Implementation Designed and Developed
Online Form 1 1/5 EASS
Release Date: [June 18th2024]
What's New
Overview:
An onlinelead-generation form allowing the customer to directly schedule appointmentslinked to the sales team's calendar, with automated notifications andfollow-ups.
Issue Summary:
· New Features:
· Developed Sales Appointment Reminders Feature
· Created APIs for Appointment Management (Count, List, Confirm, Edit, Cancel)
· Implemented Sales Rep Calendar & Availability Integration with LP and LA
· Created Online Engagement Form Widget and Management System
· Integrated Google Analytics with Online Engagement Forms
· Added Meta Pixels to Corresponding Forms
· Implemented New Contact Information Screen for Mobile
· Enhancements:
· Updated Appointment Scheduling UI (Select Criteria, Confirm View, Appointment Details)
· Integrated API for SR Availability and Assignment
· Improved Online Form Workflow (Engagement to Issue, Lead Management, UTM Parameters)
· Refined Online Form Data Collection for Analytics and Tracking
· Enhanced Sales Rep Data Management in LP
· Updated Online Engagement Form (Phone Numbers, Legal Text, Unbounce Pages)
· Applied Pre Go-Live Validation on Online Forms
· Bug Fixes:
· Resolved Issues with Sales Appointments Not Created or Synced in LP
· Fixed Problems with Online Engagement Forms (Scheduling, Data Sync,Widget Functionality)
· Corrected Sales Appointment Notification Errors and Duplicate Leads
· Fixed Discrepancies in Appointment Data and Time Zones
· Addressed Online Form Lockups and Query Optimization Issues
· Corrected UI Problems and Redundant Information on Engagement Forms
· Resolved Inconsistencies in Sales Rep Assignment and SMS Notifications
Digital Lead Validator 1/5 EASS
Release Date: [July 17th2024]
What's New
Overview:
The current leadvalidation system at the call center relies on a manual, human-driven process.When a consumer shows interest by filling out a form, the call center verifiesthe lead's legitimacy, confirming the person’s identity, address, need for ourproducts, and financial capacity. The proposed solution is to shift to adigital, automated system that quickly validates leads with minimal customerdata, using technology and third-party vendors.
Issue Summary:
· New Features:
· Digital Lead Validator Management Implemented
· Digital Lead Validator Released
· Contract Creation for Lead Validator Service Completed
· Enhancements:
· Weekly "Faraday" Report Created
· Logic Created for Real-Time Sync of LP Data to Click House and Implemented
· LP Calendar Data Transferred to CH and LABS via NiFi Flow
· Google APIs Integrated and Tested for Real-Time Traffic Data, Historical Traffic Data, and Route Calculation
Technical Details:
· CRUD and Logical API Written for Criteria Setup
· Contract Created and Backend Service Finalized for Criteria Setup from Sales Reps
· Contract Created for Calendar Service API
· Testing and Gathering of Required Third-Party Lead Validation API for Use Case Completed [Details of the exact modifications made to implement the new features, enhancements, and bug fixes.]
Upstream Workorder Journey Tracker 2/5 EASS
Release Date: [July 18th2024]
What's New
Overview:
Four new statuses(Sales Order Cancelled, Permit Requested/Approved, Install Order Cancelled,Post Install Survey) and real-time sales status tracking in the Journey Tracker,along with butterfly notifications for customers regarding these statuses,particularly for potential permit delays.
Issue Summary:
· New Features:
· Introduced Real-Time Journey Tracker with Clickable Phone Numbers
· Created Omni-Party Workorder Journey Tracker with Integrated Notifications
· Developed Automated Comment Posting in LP and LA upon Sales Rep Acknowledgement
· Implemented Journey Tracker Analytics Dashboard
· Enhancements:
· Updated Journey Tracker with Permit Status Integration and New Status Icons
· Added Marketing Communication Controls for New SEM Leads and OnlineEngagement Forms
· Developed Figma Design and Link for Cancellation Acknowledgement inJourney Tracker
· Created PDF Pamphlet for 'Journey Tracker Updates' for Sales Reps
· Ensured Consistent Permit Information Across All Butterfly-RelatedFeatures in Journey Tracker
· Enhanced Journey Tracker to Notify Installersof Consumer Updates and New Features
· Bug Fixes:
· Fixed Incorrect Dates and Appointment Information Displayed in Journey Tracker
· Resolved Issues with Journey Tracker Not Updating Installation Cancellations or Correct Events
· Corrected Sales Order Cancellations Displaying Incorrect Contact Information
· Addressed Issues Where Journey Tracker Did Not Align with AmericanStandard Home Services App Icons
· Fixed Problems with Relative Before Function in the Butterfly Worker
Omni-Party Workorder Journey Tracker 1/5 EASS
Release Date: [August 2nd2024]
What's New
Overview:
Web page allowingmultiple stakeholders to view the current real-time status of an order.
Issue Summary:
· New Features:
· Implemented Omni-Party Workorder Journey Tracker
· Created Journey Tracker API
· Completed Integration of Journey Tracker
· Integrated API for Amstan Tracking
· Updated Text for SMS and Journey Tracker
· Added Sales Rep to Journey Tracker Butterfly as a User Group
· Populated 'Workorder_Id' Field in 'Unified_Comms' Database Tables
· Implemented Omni-Party Workorder JourneyTracker Management
· Enhancements:
· Established 1-Way Sync from SAP to Clickhouse
· Completed Technical Integration from SAP to LABS
· Created Workorder Notification SOP
· Added Status Icons to Journey Tracker
· Analyzed and Updated Backend Requirements for Different Statuses from LP
· Created Test Payment Capability for LABS Assistant
· Created Test Installer Account in LP for LABS Assistant
· Enabled Installer to Reschedule for the Current Day in Mobile App
· Updated Workorder Verbiage in Mobile App
· Implemented Installer Account Changes in Mobile App
· Restored Signoff Sheet Functionality in Mobile App
· Updated Workorder Overview Page in Mobile App
· Updated Terminology on Journey Tracker Page
· Updated "Contact us" Link Text in Journey Tracker
· Added Appointment Date to Journey Tracker
· Implemented Corresponding LP Job Status for LABS Work Orders
· Added "Do Not Reply" in Initial SMSto Customer in Omni-Party Journey Tracker
· Bug Fixes:
· Resolved Issue with Installer Unable to Upload Files to a Workorder
· Fixed Text Escaping on Open Workorders Page
· Fixed API and DB Handling Bug in Butterfly Backend
· Resolved Missing Details on Imported Workorders in Labs Assistant
· Fixed Issue with AWS S3 Bucket Not Receiving Open and Closed Work OrderSheets from SAP
· Fixed Date Display Issue on Sales Appointment Statuses in Omni-PartyJourney Tracker
· Corrected Workorder Number Displayed to Installers
· Resolved Issue with LAB Jobs Not Appearing inSAP’s Open and Closed Work Order Sheets
BR Online Form 1.5/5 EASS
Release Date: [August 2nd2024]
What's New
Overview:
Enhancements tothe Bath Remodel Online Form.
Issue Summary:
· New Features:
· Implemented QC Enhancements
· Completed Pre-Launch Announcement
· Conducted Pre-Launch Confirmation and Sign-Off
· Initiated Post Launch Monitoring
· Performed Feature-Wide QC/QA
· Delivered Pre-Launch Demo and Training
· Enhancements:
· Revised Content Related to Online Form Version
· Bug Fixes:
· Investigated “Conversion Goal Not Set” in UnBounce for Online Form
WIT Online Form 2/5 EASS
Release Date: [August 9th 2024]
What's New
Overview:
Enhancements tothe Walk-In Tub Online Form.
Issue Summary:
· New Features:
· Integrated Consumer Score
· Enhancements:
· Reskinned the Form for Better Engagement
· Integrated Lead Conduit API as per the New Unbounce UI
· Managed Pre-Launch Communications and Announcements
· Conducted Pre-Launch Demo and Training
· Executed Pre-Launch Confirmation and Sign-Off
· Bug Fixes:
· Completed Feature-Wide QC/QA
