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Support Oregon prepayment of exam registrations

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Target release

December 1, 2022

Epic

https://aswb.visualstudio.com/Exam Registration Project/_workitems/edit/1785

Document status

PLANNING

Document owner

Robert Adach

Business POC

Felicia Dennison

Designer

Robert Adach

Developers

Robert Adach

QA

Exam Admin TBD

Goals

  • Allow candidates approved by Oregon to register and not incur any registration fees.

Background and strategic fit

Oregon Health Authority has a $182,000 that it wishes to use to help Social Workers pay for their ASWB exam registrations. This is similar arrangement to the existing arrangement with Massachusetts DCF. except the Oregon arrangement has a set maximum amount of money allotted.

Assumptions

  • While this is being launched for Oregon, it is expected that other jurisdictions may wish to establish similar arrangements.

  • As of 8/15, the payment will apply to any Candidate with an approval for Oregon with no restrictions

Requirements

Title

Importance

Notes

1

Legacy system will allow staff to process registration with $0 cost

Must Have

The system allows for any jurisdiction to have a registration as $0

2

Legacy system will accurately report the number of registrations for the jurisdiction with $0 cost registration

Must Have

3

Legacy system or other facility will report approvals with state vouchers segregated by Jurisdiction

Should Have

4

Legacy system or other facility will report registrations with state vouchers segregated by Jurisdiction

Should Have

5

Legacy system or other facility will report completed exams with state vouchers segregated by Jurisdiction

Should Have

6

The exam registration online system will allow Candidates to register at no charge

Should Have

7

The exam registration online system will display a pop-up message for jurisdiction candidates advising them of the $0 cost registration

Must Have

8

The online system will keep track of the amount of pre-payment remaining and disable “free registrations” at a specific threshold

Should Have

When funds available <= threshold by > 0, popup will direct Candidates to contact Exam Admin directly

9

The system will automatically assign a State Voucher number to the approval upon import

Should Have

If the system is able to support multi-jurisdiction state vouchers.

User interaction and design

There are 2 design options we have discussed. The selection of a option will be based on the level of effort to implement, and the responses to the questions below.

Questions

Question

Owner

Outcome

Is this a prepayment process or post-payment

Pre-payment

What, if any, restrictions are there on the Candidate’s eligibility to receive the free registration?

Felicia Dennison

Any individual with an “OR” approval, No limit on how many times they register

Are Candidates currently, but not approved eligible for the free registration?

Felicia Dennison

We are not refunding registrations that were completed prior to the go-live

What is the target release to production date?

Felicia Dennison

December 1st, 2022 (activation into production)

What should the pop-up message say (Header, text) if we require the candidate to contact Exam Administration

Felicia Dennison

None needed

What should the pop-up message say (Header, text) if we allow the candidate to register online

Felicia Dennison

Use pop-up when OR has been identified. Similar to the IL popup today.

Who is responsible for monitoring the usage of the payment

Felicia Dennison

Exam Admin will monitor monthly and then more frequently as funds diminish.

Task

Estimated Duration

Notes

Requirements meeting and documentation

4 hours

Code Review

2-4 hours

Required changes to legacy system for must have requirements

2-10 hours

Dependent on Code review and final design

Required changes to Exam Registration site for must have requirements

2-4 hours

Dependent on Code review and final design

Required changes to legacy system for should have / nice to have requirements

2-10 hours

Dependent on Code review and final design

Required changes to Exam Registration site for should have / nice to have requirements

2-4 hours

Dependent on Code review and final design

Make sure existing voucher reports will capture the usage of the OR voucher

2-4 hours

Dependent on Code review and final design

Implement system monitoring and proactive disablement based on fees available

3-6 hours

Dependent on Code review and final design

Durations listed for changes to systems include development, internal code reviews, and full QA testing by IT. It does not include time for the documentation of test cases if requested by the business line, or the time needed by the business line to complete testing

Out of scope

TBD

Project Notes

Date

Entered By

Note

Robert Adach

Per teams message from Felicia “..Hi Robert. I just wanted to let you know that we did speak to the folks over at Oregon Health Authority. Our expected "launch" for these candidates will be January 1(ish) 2023”

Robert Adach

Discussed the project requirements with Dan Sheehan , Felicia Dennison and Subrena Breeden . Outstanding questions from IT have been addressed and work on design documents/requirements/LOE will begin.

Robert Adach

Targeted date to deliver final requirements and LOE to the team including if work will need to be done in EREG and EAP2 codebases.


Supporting Documents


Technical Review (IT)


System / Area Affected

System

Area

Impact

crcManagement

Registration (NEW)

The system allows for any jurisdiction to be flagged to allow state vouchers

crcRegistration

Registration (NEW)

The system allows for any jurisdiction to be flagged to allow state vouchers

crcManagement

Reporting

All reports on Vouchers will pick up any registration with state voucher listed. The titles and line items for voucher reports are hardcoded to include Massachusetts or MA in the item. This can be easily updated. No report content currently breaks or lists state vouchers by Jurisdiction

crcRegistration

Reporting

All reports on Vouchers will pick up any registration with state voucher listed. The titles and line items for voucher reports are hardcoded to include Massachusetts or MA in the item. This can be easily updated. No report content currently breaks or lists state vouchers by Jurisdiction

crcApproval

Approval Entry

Need to automatically add State Voucher to approvals as they are imported/created in the system

ASWBCentral

Exam Registration

Will be integrated into Phase 2 project. No immediate need to address

Exam Registration

Basic Information Page

Add a popup to page to notify Oregon Candidate of registration process

Exam Registration

Payment

Need to remove specific reference to State Voucher being MA only


Other technical notes

  • Use the view dev_ExamRegGroupAccounts ON ASWBSQL2\ASWBSQL2\ASWB to locate accounts to use for testing

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