AH · thekey

TheKey

Blocked

Blocked:

Live from Jira · AH · refreshes every minute

Read-only share link

/epic/thekey

Anyone with this link sees this dashboard only — view access, no editing.

Progress

95%

161 of 169 tasks complete

Days until go-live

—

Go-live Mar 19

Next target date

Mar 19

TheKey

Project Timeline

NovDecJanFebMar

TheKey

Target Mar 19

Project plan

The Key - Wellsky - IntegrationCompleted

Map Wellsky schema to oursCompleted

Create EntitiesCompleted

Validate Schema and mappingCompleted

Create skills, services, licensesCompleted

Add skills, services, and licenses to customers, shifts, employeesCompleted

Create wellsky service that handles write-backsCompleted

Implement write-back on shift updateCompleted

Create CustomersCompleted

Create JobRolesCompleted

Create Employees + Employee ProfilesCompleted

Create shiftsCompleted

Create per-customer migrations using alembicCompleted

RPA for Wellsky ClearCareCompleted

Enable workflow recovery when auth failsCompleted

Create Fan Out for wrpa for the key so we can asynchronously run workflowsCompleted

Collect client preferences for clinicians [the key]Completed

Add preferred / non-preferred cliniciansCompleted

The Key Go-Live RequirementsCompleted

the key multithreaded scrapingCompleted

fix google login captchaCompleted

Set up sensorsCompleted

Scrape notes from shiftsCompleted

redo shift ids so to take care_log/shiftCompleted

Create tasks/ADLs in apiCompleted

Redo entities to be locationsCompleted

Generate distances sensorCompleted

make write-back for recurring shiftsCompleted

make write-back for shift notesCompleted

wire up write-backs for shift to sensorCompleted

update bulk endpoint to receive recurrence but not create shiftsCompleted

archive inactive clients in interim db (scrape + payloads) -- copy flow for caregiversCompleted

archive canceled shiftsCompleted

filter out clients/shifts from non-allowed bay area in scrapeCompleted

The Key GeocodingCompleted

generate shift detailsCompleted

Archive clients in apiNeeds Attention

See why certs aren't updatingCompleted

full run is still timing out, offices should run independently so resources can be split up.Completed

scrape new fields from clients for shift detailsCompleted

Update shift assignment writebacks with validation stepsCompleted

Required/Preferred Skills api updateCompleted

Either update bulk to update profile on change, or add profile step to the key syncNeeds Attention

RPA timeout backoffCompleted

Remap JobRolesCompleted

Fix logoutsCompleted

fix thekey sensorCompleted

Ensure emails with + are scraped properlyCompleted

Better matching for assignment writebacksCompleted

Create Eligiblity by skills metaCompleted

Customer Skills not being syncedCompleted

Recurrence not workingCompleted

Customer non preferred employees not workingCompleted

Skill DuplicatesCompleted

Shift ID changes causing failures in writeback RPACompleted

fix timeoutsCompleted

add chris cares URL/RegionCompleted

scape tags from shifts and caregivers for filteringNeeds Attention

remove Ecs Gcm entityCompleted

fix writebacksCompleted

fix shift archivalCompleted

add northeast URLs to thekeyCompleted

Fix fairfax authCompleted

Permissions APICompleted

Update Browser Auth to be able to NOT share browser_statesCompleted

Managers are getting SendGrid block when requesting an OTPNot Started

[TheKey] load test with new loginsCompleted

Bulk ApprovalCompleted

Bulk Approval UICompleted

Bulk Approval: BackendCompleted

Bulk Approval: TestingCompleted

Ensure multiple logins aren't happening at onceCompleted

Compliance, the rest of the locationsCompleted

add grand strand for complianceCompleted

update manager ids for az/southeastCompleted

Onboarding Agent (Photo Collection)Completed

New Caregiver and Patient Match Nurse Notification WorkflowCompleted

Onboarding AgentCompleted

Onboarding Agent UI: Base chat messagingCompleted

Onboarding Agent UI: Image validation workflowCompleted

Application Approval Double Confirmation / AcknowledgementCompleted

Extract open shifts from theKeyCompleted

fix writeback cert verificationCompleted

TheKey: Distribution list notificationsCompleted

Double Approve Template: Admin first approvalCompleted

Double Approve Endpoints: Worker Confirm and Decline ackCompleted

Double Approve Template: For Admin, Worker Confirmed or DeclinedCompleted

Double Approve Template: For Worker, Worker Confirmed or DeclinedCompleted

CareAcademy message UICompleted

load test logins for shift scrapingCompleted

Add DNU writeback logic to temporalIn Progress

add dnu writeback logic to dagster when in complianceCompleted

fix sync for demoCompleted

mmoses@thekey.com facing issues when logging inCompleted

writeback for profile picturesCompleted

Ensure writebacks are properly workingCompleted

TheKey: Compliance I9 documentsCompleted

Archive users with a @thekey.com email in Smartling stagingCompleted

[Temporal Trigger] Compliance Voice AgentBlocked

Compliance Voice AgentIn Progress

[P0] - Notification for compliance not working when upload happensCompleted

Profile photo approvalsCompleted

Metrics for thekey (load test, run success rates for rotated logins)Completed

Get Dagster setup with duplocloudCompleted

TheKey: Investigate inability to upload compliance itemsCompleted

Custom Approval knock notification that sends link back to WellskyCompleted

Arya No-Contact TagCompleted

TheKey: Set up preferencesCompleted

limit sync to test shifts for stephenCompleted

Sync performance improvements (caregivers)Completed

Enable scheduling for only for specific pilot locationsCompleted

Ensure the multi-login strategy is implemented for all the RPA jobs.Completed

Enable geocoding for shiftsCompleted

TheKey: Get preferences set upCompleted

TheKey: First notification when a caregiver and client are matchedCompleted

Fix writebacks for TheKeyCompleted

remove recurrence data RPA steps and syncCompleted

Create separate queue and sensor for writebacksCompleted

combine (some) peninsula entitiesCompleted

Entity Config phone number for Twilio in AgentsCompleted

archive customersCompleted

Update client-shifts to use the new enrichment patternCompleted

add missing gender skillsCompleted

add missing schedules permisssionsCompleted

fix deactivation reason not clearing on reactivationCompleted

fix parsing for customer state/zipCompleted

archive dagster logsCompleted

Update failed job sensor to be configurableCompleted

archive removed open shiftsCompleted

Change ‘patient’ to ‘client’ on all notifications for both managers and caregivers for TheKeyCompleted

Change military time to AM/PM time on all notificationsCompleted

Manager approval notification has duplicate entries showing up which clutters the messageCompleted

Manager approval notification has shifts in CST when they should be PST based on the location (entity timezone ) to be used in manager notfications (joshua)Completed

create writeback retryCompleted

Already on shift eligibility not working for TheKeyIn Progress

scrape staff assignmentCompleted

Get Primay care giver in patientCompleted

Create Notification For primary caregiver at the first time a new caregiver is going to be working for the patientCompleted

CPR should be 2 years aheadCompleted

TheKey: Investigate shift score visibility issues on TheKey prodCompleted

TheKey: One time sync for saved filtersCompleted

fix upsert issueCompleted

Setup nebraska complianceCompleted

investigate verification and writeback timing failuresCompleted

Hash rows so we know when things get updatedCompleted

Update doc types to be entity specificCompleted

Caregivers in multiple URLs but the same email need all entities assigned to them.Completed

Ensure Nebraska is getting notificationsCompleted

TheKey: update sync permissions to be set for employees on an entity basisCompleted

TheKey: ValidationsCompleted

TheKey: debug TheKey name changeCompleted

TheKey: Update tag parsing logicCompleted

Employee notification not being updated for batch-shift-appliedCompleted

Add years to cert typesCompleted

Thekey Turbo everywhereCompleted

Ensure primary_clinician syncs properlyCompleted

fix ny entitesCompleted

skills validationsCompleted

new york validationsCompleted

adjust thekey shift window scrapeCompleted

don't sync mark non-billable shiftsCompleted

Some employees aren't getting archived.Completed

Caregivers incorrectly receiving notifications for "expired"Completed

TheKey: Confirm if new set of managers added have proper notifications enabledCompleted

The Key Oregon Reporting Compliance Sync IssuesCompleted

TheKey: Enable new Bay Area managers/locations to be able to filter by caseloadCompleted

wellsky scraper thekeyCompleted

Extract thekey secrets to another secretCompleted

User Betsy Montemayor Unable to Reset PasswordCompleted