ABANDONED - Exam Registration Extension Pack Sales



Target release

Epic

Document status

DRAFT

Document owner

@Robert Adach

Business POC

@Felicia Dennison

Designer

@Robert Adach

Developers

@Robert Adach

QA



THIS PROJECT WAS ABANDONED IN 11/2021 DUE TO OTHER PRIORITIES

Goals

  • All authorized ASWB staff the ability to sell Candidates one or more extensions of  ASWB Exam registration.

  • In agreement with CSC, IT will provide several design options that include multiple layers of automation to the extension pack sales process. The options will vary in the amount of manual changes the ASWB staff member must undertake to complete all necessary actions, and the amount of effort by IT needed to implement.

Terminology

For consistency within all project related documentation, the following terms will used as defined here:

Term

Definition

Term

Definition

Extension pack

A 30 calendar day window of time that may be purchased and applied to the end of a Candidates registration

Authorized ASWB staff

Any ASWB staff member who has the authority to log into the crcManagement.exe application

 

 

Background and strategic fit

The CSC team has observed an increase in the number of candidates who are requesting their registration be extended due to difficulties in sitting for the examination. The causes for these difficulties vary, although many are related to COVID-based restrictions. Although ASWB has extended registrations en masse previously due to COVID scheduling issues, it is now seen that individual case by case review of extension requests are necessary, and the opportunity to share the expenses related to processing a registration extension could be shared with the candidate.

Assumptions

  • The work related to this project will need to be approved by Senior management before it may begin.

  • All changes to scope must be approved by senior management.

  • Only staff who have access to the crcManagement system will be able to complete this change

Requirements

Title

Importance

User Story

Notes

Title

Importance

User Story

Notes

1

A registration may only be extended if the Candidates approval has not expired

Should have

TBD

 

2

An extension may only be purchased in 30-day increments

Must have

 

 

3

The candidate registration expiration date will be updated by the system to reflect the purchase

Should have

 

 

4

The price charged per extension pack can not be altered

Must have

 

 

5

The extension window purchased may not exceed the remaining time left on the candidates approval

Should have

 

If the approval expires in 50 days, the candidate may only purchase 5 extension packs.

6

The extension may only be applied in full 30 day increments

Must have

 

If the candidate has 47 days remaining on their approval, they may only purchase 4 extension packs.

7

A specific registration extension email will be sent upon successful completion of the order

Should have

 

 

8

A reinstatement fee will be available to charge for registrations which have expired at the time of extension pack sales

Must have

 

 

9

The reinstatement fee will be automatically added to the sale if appropriate

Should have

 

 

10

Revenue reports will capture and identify registration extensions

Must have

 

Exact scope and level of effort will be know following additional requirements gathering

Design options

In agreement with CSC, IT will provide several design options that include multiple layers of automation to the extension pack sales process. The options will vary in the amount of manual changes the ASWB staff member must undertake to complete all necessary actions, and the amount of effort by IT needed to implement.

Option

Req. 1

Req. 2

Req. 3

Req. 4

Req. 5

Req. 6

Req. 7

Req. 8

Req. 9

Req. 10

Implementation Timeline*

Option

Req. 1

Req. 2

Req. 3

Req. 4

Req. 5

Req. 6

Req. 7

Req. 8

Req. 9

Req. 10

Implementation Timeline*

1

A - no automation

 

 

 

 

 

 

 

 

 

Yes

2 weeks

2

B

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

4-6 weeks

3

C

Yes

Yes

 

Yes

Yes

Yes

 

Yes

 

Yes

5-6 weeks

4

D

Yes

Yes

 

Yes

Yes

Yes

 

Yes

Yes

Yes

5-7 weeks

5

E - Maximum

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

8 weeks

6

 

 

 

 

 

 

 

 

 

 

 

 

*Timelines listed represent IT development and testing time. Additional time should be made available for testing by the Exam Services team

Questions

Below is a list of questions to be addressed as a result of this requirements document:

Question

Outcome

Question

Outcome

What is the estimated price per extension pack?

As of 9/9/2021, a specific amount has not been determined (per Felicia).

Is there a maximum number of extensions we will to sell for a single approval? For example, if they have a 5 year approval period, would we sell 4 years worth of extensions?

As of 9/9/2021, no decision has been made (per Felicia).

Not Doing

 




Technical Review (IT)


Impact Review

A review of all registrations that have occurred since 1/1/2019 where the registration period was for more than 12 months and were not part of any bulk COVID extension groups revealed the following:

  • 140 total registrations were extended

    • 86 completed the exam within the extension period

    • 24 did not take the exam and did not register (approval was still good)

    • 19 did not take the exam and did not register (approval expired or less than 90 days were left)

    • 11 registered again without taking exam on same approval

  • 3 month average extension period added to registrations.

  • $83.75 - average price of extension periods during period (6 extensions were capped at the exam cost to avoid over paying)

  • $11,655 - total revenue that would have been generated at $25 per extension pack (6 extensions were capped at the exam cost to avoid over paying)

The figures listed here are based on data pulled on Sept. 9, 2021. Registration extension processes and changes to approval data during the reported period may impacted the overall accuracy of the data.