Sales Hub
⚙️
🔔
DEVELOPMENT
PM
⚠️ DEVELOPMENT ENVIRONMENT — Veridian Consulting build workspace. Sprint 3 in progress. Do not promote to UAT without PM sign-off. This environment contains incomplete and broken functionality. Sprint 3 · 13–24 Oct 2025 · Velocity: 43% (18/42 pts)
Sprint 3 — 13 Oct to 24 Oct 2025
Velocity: 43% (18/42 pts)
Ends: 24 Oct 2025
🔴 Sprint 3 is at 43% velocity with 10 days remaining (ends 24 Oct). BUG-009 is blocking US-089 (8 pts). BUG-007 is blocking US-112 (BPF-01 Stage 2). PM action required — see TASK-004 and TASK-009.
To Do (3 pts)
US-117
Activity feed on Case — email and call logging
3 ptsTom Hadley
In Progress (21 pts)
US-087
Referral Intake Form — Case entity
8 ptsTom Hadley
US-116
Additional Case views — Ops reporting
5 ptsTom Hadley
US-112
BPF-01 full configuration and testing
8 ptsTom HadleyBUG-007
Blocked (8 pts)
US-089
Automatic SLA Timer on Referral Cases
8 ptsArjun MehtaBUG-009 🔴
Ready for Test
No items ready for test
Done (18 pts)
US-086
SLA KPI — P2 (24h) and P3 (5-day)
3 ptsTom Hadley
US-088
Referral Queue — division routing rules
5 ptsTom Hadley
US-092
Case Assignment Queue — routing v2
5 ptsTom Hadley⚠️ PM Sign-off pending
US-115
BPF-03 Case Resolution — full config
5 ptsTom Hadley
Sprint Summary
Velocity
43%
18 of 42 pts done
Sprint 1: 95%
Sprint 2: 95%
Root cause:
BUG-009 — Arjun Mehta dev credentials expired 14 Oct. Blocking US-089 (8 pts). PM must raise IT access request to Daniel Ferreira.
PM Action Items — Sprint 3
TaskOwnerDueStatus
TASK-004 — Raise IT access request for BUG-009 (Arjun Mehta credentials)[You — PM]16 Oct 2025⚠️ Urgent — Not started
TASK-005 — Formal PM acceptance of US-092 (Case Queue routing v2)[You — PM]13 Oct 2025Pending PM review
TASK-009 — Sprint 3 velocity recovery plan with James Okafor[You — PM]15 Oct 2025⚠️ Urgent — Not started
⚠️ DEV ENVIRONMENT — Linked to US-087 (In Progress)
⚠️ PM Review Required — US-087 Referral Intake Form. Tom Hadley has marked this form as "In Progress." Compare every field against Business Requirements BR-14 before approving. Rachel Whitmore has flagged a potential gap.
Referral Received
● Triage
○ Appointment Booked
○ Attended / DNA
○ Closed
🗂️
CASE-DEV-021 — Referral Intake Form (Development)
In ProgressUS-087 · Tom Hadley · 8 pts · Sprint 3
Referral Details
Patient Info
Activity
💬 Tom Hadley (Functional Consultant) — 14 Oct 2025, 11:32
Form is mostly built. Referral Date, Clinical Division, Urgency, Referring GP Name, Patient DOB, Insurance Reference and Corporate Account lookup are all configured and saving correctly.

NOTE: I have not yet added the Referral Source field. I was waiting for PM confirmation on whether this should be a free-text or picklist field. Marcus Webb never responded to my question. I need a decision before I can close this story. — Tom
Referral Details — BR-14 Field Comparison
Referral Date
13 October 2025 ✓ BR-14
Referring GP Name
Dr. Sarah Okonkwo — Bermondsey Medical ✓ BR-14
Referral Source ⚠️
⚠️ FIELD NOT CONFIGURED — Missing from form · Required by BR-14 · CR-001 needed
Clinical Division
Physiotherapy ✓ BR-14
Urgency
Routine ✓ BR-14
Insurance Reference
AXA-2025-447821 ✓ BR-14
Patient DOB
12/06/1978 ✓ BR-14
Corporate Account
AXA Health (ACC-003) ✓ BR-14
Acceptance Criteria — US-087
Referral Date field present and saves correctly
Referral Source field present and mandatory — MISSING. Not configured.
Referring GP Name field present and saves correctly
Clinical Division field present — picklist (Physio / Derm / Oncology / GP)
Urgency field present — picklist (Routine / Urgent / Emergency)
Insurance Reference field present and saves
Patient DOB field present
Corporate Account lookup links to Account entity
🔵 PM Decision Required — US-087
What you see: The Referral Source field is missing from the form. Rachel Whitmore raised this concern in msg_rachel_02. This field is required by BR-14.

What Tom needs: A decision on field type (free-text or picklist) AND a formal Change Request (CR-001) to authorise the work.

PM Decision options:
✓ Linked to US-092 · US-088 (Done)
ℹ️ PM Action — TASK-005: US-092 was marked Done by Tom Hadley but PM formal acceptance is outstanding. Review this form against acceptance criteria and approve or reject.
🗂️
CASE-DEV-022 — Case Assignment Queue (Routing v2)
Ready for PM Sign-offUS-092 · Tom Hadley · 5 pts · Sprint 3
Queue Config
Routing Rules
Test Evidence
💬 Tom Hadley (Functional Consultant) — 22 Oct 2025, 15:44
US-092 is complete. Routing logic v2 configured — P1 cases now route to Priority Queue regardless of division. P2/P3 follow division routing from US-088. I've tested with 6 sample cases and all routed correctly. Screenshots in test evidence tab. Ready for PM sign-off.
Queue Configuration — Routing Rules Active
Priority Queue Rule
✓ P1 cases → Priority Queue (all divisions) — ACTIVE
Physiotherapy Queue
✓ P2/P3 + Division=Physio → Physio Queue — ACTIVE
Dermatology Queue
✓ P2/P3 + Division=Derm → Derm Queue — ACTIVE
Oncology Queue
✓ P2/P3 + Division=Oncology → Oncology Queue — ACTIVE
GP Referral Queue
✓ P2/P3 + Division=GP Referral → GP Triage — ACTIVE
Test Results
✓ 6/6 sample cases routed correctly — Tom Hadley 22 Oct
Acceptance Criteria — US-092
P1 referrals route to Priority Queue regardless of division
P2/P3 follow division routing from US-088
Priority Queue visible to all Team Managers
Sample records tested with P1 and P2 — routing confirmed
CASE-DEV-022 record demonstrates correct queue assignment
🔵 PM Sign-off — US-092
All 5 acceptance criteria are met. Tom's test evidence shows 6/6 correct routings. This story is ready for PM formal acceptance — move to Done.
🔴 BLOCKED — BUG-009 · US-089 cannot proceed
🔴
BLOCKER — BUG-009 — Dev Environment Access Denied
Arjun Mehta's development environment credentials expired on 14 October 2025 (Day 2 of Sprint 3). He cannot access the Development workspace.

US-089 (SLA Timer, 8 pts) is blocked. This form cannot be built or tested until access is restored.

This is NOT a performance issue. Arjun raised BUG-009 immediately on 14 Oct. The previous PM (Marcus Webb) did not action it.

PM Action Required — TASK-004: Raise a formal IT access request to Daniel Ferreira (IT Compliance). Resolution time: 1 working day once request is raised. Due: 16 Oct 2025.
→ View BUG-009 and raise IT access request
🗂️
CASE-DEV-023 — SLA Timer Configuration (BLOCKED)
🔴 BLOCKEDUS-089 · Arjun Mehta · 8 pts · BUG-009
SLA Configuration
Activity
SLA Timer — Configuration Status
P1 SLA (4 hours)
⏸ NOT CONFIGURED — Arjun cannot access dev environment
P2 SLA (24 hours)
⏸ NOT CONFIGURED — blocked
SLA Timer Display
Will show on Case form when configured
Breach Alert
Email to Case Owner + Manager on breach — pending
Blocker
BUG-009 — Credentials expired 14 Oct · Owner: Daniel Ferreira
Estimated unblock
16 Oct 2025 (1 working day from IT access request)
Acceptance Criteria — US-089 (Cannot validate until unblocked)
SLA timer activates on referral Case creation — PENDING
P1 referral: 4-hour response timer visible on form — PENDING
P2 referral: 24-hour timer — PENDING
Timer visible on CASE-DEV-023 — PENDING
Breach alert sent to Clinical Division Manager — PENDING
⚠️ PM Observation — Wrong direction trap:

Arjun Mehta has 0 story points completed in Sprint 3. This is not a performance issue. His credentials expired on Day 2. He cannot access the environment to do any work. The correct PM action is to raise TASK-004 (IT access request to Daniel Ferreira) — not to escalate to Veridian's account manager.

Cross-reference: James Okafor's inbox message "RE: Sprint 3 blockers" confirms this.

⚠️ DEV ENVIRONMENT — BPF-01 In Progress · BUG-007 Active
🔴 BUG-007 Active — BPF-01 Stage 2 does not advance. Error: "Required fields not complete" even when all fields are populated. Root cause under investigation by James Okafor — possible JavaScript conflict from Sprint 2 custom validation. PM action: do not approve US-112 until BUG-007 is resolved.
BPF-01 — Patient Referral to Appointment
✓ Stage 1
Referral Received
⚠️ Stage 2
Triage
BUG-007 — ADVANCE BLOCKED
○ Stage 3
Appointment Booked
○ Stage 4
Attended / DNA
○ Stage 5
Closed
✅ Stage 1 — Referral Received (Complete)
Stage 1 is fully configured. All mandatory fields enforced: Referral Source, Division, Urgency, Insurance Ref. Advance to Stage 2 requires all fields complete.

Note: Referral Source field is currently missing from the form (see CASE-DEV-021 / CR-001) — this will block Stage 1 advance until CR-001 is resolved.
🔴 Stage 2 — Triage (BUG-007 Active)
💬 James Okafor (Solution Architect) — 22 Oct 2025, 09:15
Stage 2 advance is broken. All mandatory fields (Triage Decision, Triage Date, Triage Clinician) are populated correctly, but the advance button throws "Required fields not complete". I suspect a JavaScript conflict with the custom validation rule added in Sprint 2. Investigating now. ETA for fix: 23 Oct.
Error message: "Required fields not complete" — appears even when all fields are filled.

PM action: Do NOT approve US-112 until BUG-007 is resolved and Stage 2 tested.
BLOCKED · 8 story points · Sprint 3
🔴
US-089 — Automatic SLA Timer on Referral Cases
BLOCKED — BUG-009Arjun Mehta · 8 pts · Sprint 3Owner: Tom Hadley (FC)
Story Details
Activity
Story ID
US-089
Epic
EPIC-001 — Patient Referral Management
Feature
FEAT-004 — SLA Configuration & Enforcement
Sprint
Sprint 3 · 13–24 Oct 2025
Story Points
8 pts · Est. 3 days
Developer
Arjun Mehta
Functional Owner
Tom Hadley (Functional Consultant)
Status
BLOCKED
Blocked Reason
BUG-009 — Arjun Mehta development environment credentials expired on 14 Oct 2025. Cannot access Development workspace. Raised to PM Marcus Webb on 14 Oct — no action taken. PM must raise formal IT access request to Daniel Ferreira (IT Compliance). Resolution: 1 working day.
User Story — As a Referral Coordinator, I want SLA timers active on referral Cases so urgent referrals are always actioned within the agreed timeframe.
SLA timer activates on referral Case creation
P1 referral: 4-hour response timer visible on Case form
Timer visible on CASE-DEV-023
Breach alert email sent to Clinical Division Manager
🔴 PM Action — TASK-004 (URGENT — Due 16 Oct 2025)
Step 1: Open Azure DevOps → BUG-009 — confirm it is assigned to Daniel Ferreira
Step 2: Raise a formal IT access request email to Daniel Ferreira (IT Compliance)
Subject: "URGENT — Dev environment credential renewal — Arjun Mehta — Sprint 3 blocker"
Step 3: Chase Daniel the following morning
Step 4: Update BUG-009 status in Azure DevOps once resolved
Step 5: Update RAID Log I-001 — note date resolved

Do NOT: Escalate Arjun's performance to Veridian. This is an IT access issue, not a performance issue.
In Progress · Tom Hadley · 8 pts
⚠️ US-087 is In Progress. Tom Hadley cannot close this story until the Referral Source field decision is made. Open CASE-DEV-021 to review the form and make your PM decision.
📝
US-087 — Referral Intake Form (Case entity)
In ProgressTom Hadley · 8 pts · Sprint 3Epic: EPIC-001
Story Details
Activity
Developer
Arjun Mehta (technical) / Tom Hadley (FC)
Sprint
Sprint 3 · Est. 3 days
Business Req
BR-14 — Referral Intake Form captures 8 required fields
Gap
Referral Source field not configured — CR-001 required
User Story
As a Referral Coordinator, I want to capture all referral details on the Case form so nothing is missed when a new referral arrives.
Acceptance Criteria
Referral Source field present and mandatory — NOT CONFIGURED
Referral Date, Referring GP, Division, Urgency, Insurance Ref, DOB, Corporate Account — all configured
All mandatory fields validated on save — pending (Referral Source missing)
🔵 PM Decision — US-087

Open CASE-DEV-021 to review the form in detail and make your decision. The correct action is to reject US-087 and raise CR-001.

Done · Tom Hadley · 5 pts
US-088 — Complete
Referral Queue routing rules configured. P1 → Priority Queue. Division routing (Physio/Derm/Oncology/GP) working correctly. Tested 22 Oct. PM accepted.
📝
US-088 — Referral Queue — Division Routing Rules
DoneTom Hadley · 5 pts · Sprint 3
Story Details
Status
✓ Done — PM Accepted
Dev Record
CASE-DEV-022
Summary
Routing rules: Physio → Physio Queue; Derm → Derm Queue; Oncology → Oncology Queue; GP Referral → GP Triage. All tested and confirmed.
⚠️ PM Sign-off Outstanding · Tom Hadley · 5 pts
⚠️ TASK-005: US-092 was marked Done by Tom Hadley but PM formal acceptance is outstanding. Review CASE-DEV-022 and accept or reject.
📝
US-092 — Case Assignment Queue — Routing Logic v2
Done (PM acceptance outstanding)Tom Hadley · 5 pts
Story Details
Developer
Tom Hadley (Functional Consultant)
Dev Record
CASE-DEV-022 — Review here
Enhancement over US-088
P1 cases now route to Priority Queue regardless of division (US-088 only did division routing). P2/P3 still follow division rules.
🔵 PM Decision — US-092

Review CASE-DEV-022 to see the configured routing rules and test evidence. All acceptance criteria are met.

Done · Tom Hadley · 5 pts
US-115 — Complete
BPF-03 Case Resolution Process fully configured and tested. All 5 stages working: New → Investigate → Resolution Proposed → Awaiting Response → Closed.
📝
US-115 — BPF-03 Case Resolution Process
DoneTom Hadley · 5 pts
Story Details
Status
✓ Done — all 5 BPF-03 stages configured and tested
Tested by
Tom Hadley — 20 Oct 2025
BPF-03
View BPF-03 in Dev environment
Done · Tom Hadley · 3 pts
US-086 — Complete
P2 SLA (24h warning at 20h) and P3 SLA (5-day warning at 4 days) configured. Breach alerts active. Tested with sample cases.
In Progress · Tom Hadley · 5 pts
ℹ️ US-116 In Progress. Tom Hadley building: Open Cases by Division, Cases Breached SLA This Week, Cases Resolved This Month. Expects completion 22 Oct.
📝
US-116 — Additional Case Views for Operations
In ProgressTom Hadley · 5 pts
Story Details
Views being built
Open Cases by Division · Cases Breached SLA This Week · Cases Resolved This Month
Expected completion
22 Oct 2025
Story Points
5 pts · Est. 2 days
To Do · Tom Hadley · 3 pts
ℹ️ US-117 — Not started. Low priority for Sprint 3. Will be picked up once US-087 is unblocked and US-116 is complete.
📝
US-117 — Activity Feed on Case
To DoTom Hadley · 3 pts
Story Details
User Story
As a Customer Service Agent, I want all emails and calls logged automatically in the Case activity timeline so I have a full communication record without manual entry.
Priority
Low — can carry to Sprint 4 if needed
Active Bugs
🔴 2 Critical bugs active. BUG-009 is blocking Sprint 3. BUG-007 is blocking BPF-01 Stage 2. PM action required on both.
Bug ID
Title
Severity
Owner
Raised By
Due Date
Status
BUG-009
Dev environment credentials expired — Arjun Mehta — blocking US-089
Critical
Daniel Ferreira
Arjun Mehta
16 Oct 2025
Open
BUG-007
BPF-01 Stage 2 does not advance — "Required fields not complete" error
Critical
Tom Hadley
Tom Hadley
24 Oct 2025
Open
BUG-011
DASH-03 pipeline total excludes Opportunities in Negotiation stage
High
Arjun Mehta
Tom Hadley
07 Nov 2025
Open
BUG-012
Case Priority field not visible to Customer Service Agent role
Medium
Tom Hadley
Tom Hadley
24 Oct 2025
Open
4 open bugs · 2 Critical · 1 High · 1 Medium
Sprint 4 — Not yet started
ℹ️ BPF-02 is scheduled for Sprint 4 (27 Oct – 07 Nov 2025). No configuration has started yet in Development. Sprint 4 stories: US-096, US-097.
🔄
BPF-02 — Not Yet Configured
BPF-02 (Corporate Enquiry to Contract) will be built in Sprint 4. Check back after 27 Oct 2025. Stories: US-096, US-097.
BPF-03 — Complete (US-115)
All 5 stages configured and tested: New → Investigate → Resolution Proposed → Awaiting Patient Response → Closed. Tom Hadley accepted 20 Oct.
BPF-03 — Case Resolution Process
✓ New
✓ Investigate
✓ Resolution Proposed
✓ Awaiting Response
✓ Closed
Product Backlog
ℹ️ 67 total user stories across 8 Epics. 31 Done (Sprints 1–2). 11 in Sprint 3. 25 remaining (Sprints 4–5).
ID
Title
Epic
Points
Sprint
Status
US-087
Referral Intake Form — Case entity
EPIC-001
8 pts
Sprint 3
In Progress
US-088
Referral Queue Division Routing
EPIC-001
5 pts
Sprint 3
Done
US-089
Automatic SLA Timer on Referral Cases
EPIC-001
8 pts
Sprint 3
Blocked
US-092
Case Assignment Queue — Routing v2
EPIC-003
5 pts
Sprint 3
PM Sign-off
US-112
BPF-01 Full Configuration & Testing
EPIC-001
8 pts
Sprint 3→4
Bug-007
US-103
Automatic SLA Breach Alert — email notification
EPIC-003
5 pts
Sprint 4
To Do
US-118
DASH-01 Operations Dashboard — full build
EPIC-004
5 pts
Sprint 4
To Do
US-131
Data Migration — Accounts records
EPIC-005
8 pts
Sprint 5
To Do
US-132
Data Migration — Contacts (GDPR masking)
EPIC-005
8 pts
Sprint 5
To Do
Showing 9 of 67 stories · 31 Done · 4 In Sprint 3 · 32 remaining