Prototype SIF Internal Review Distribution

[TracyLinder]

Build light prototype of review distribution features on the SIF Assessment mod. The biggest value we can deliver is getting this activity out of Outlook and into KNACK.

MVP Features:

• Can assign a review task to internal employees.
• Send automated emails.
• Send attachment in automated email
• Review due date (manual input by user; no automation yet)
• Review Status (Needs Review, In Review, Review Complete)
• Review Assigned To
• Notes
• Attachments (and ability to modify attachments)

Potential User Workflow

1. Case Manager (CM) creates a review distribution task
2. CM inputs reviewer assigned, due date, attachments, notes.
3. CM clicks "Distribute"
4. KNACK emails the assigned reviewer
5. Reviewer clicks begin review
6. Reviewer adds a review comment, adds/modifies attachments
7. Reviewer clicks end review.

For future discussion:

• Task board?
• Any case status automation needed?

[TracyLinder]

Demo scheduled for 7/24/2024