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Fifth Theory: System Generated Email Discussion

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Target release

DOTB - 20230104

Epic

Document status

DRAFT

Document owner

Robert Adach

Business POC

Felicia Dennison Subrena Breeden

Designer

Robert Adach

Developers

Robert Adach

QA

Robert Adach


Goals

  • The creation and automatic delivery of emails to candidates who have failed the ASWB examination

  • Increase the pass rate of candidates sitting for the ASWB examinations on their 2nd or later attempts.

Background and strategic fit

Fifth Theory (TMI) is a sponsorship program that ASWB has contracted with. We will be using this as a remediation tool for candidates who are unsuccessful on the examination.  I 

Assumptions

Requirements

User Story

Importance

Notes

Level of Effort*

1

As a system I will identify candidates who have failed the examination based on the latest list of scores

MUST HAVE

2

As a system, I will generate an email to be sent to identified candidates

MUST HAVE

3

As a system, I will send generated emails to the identified candidates

MUST HAVE

4

As a system, I will update a Candidates record with a note reflecting email having been sent

SHOULD HAVE (LOW priority)

5

As a system, I will capture email addresses with delivery errors

SHOULD HAVE (LOW priority)

6

As a system, I will update the candidates record to reflect delivery errors

SHOULD HAVE (LOW priority)

7

As a system, I will record campaign email statistics

SHOULD HAVE (HIGH priority)

  • Email open rate

  • Email click through rate

8

*Level of effort indicates the time IT will spend designing, developing, testing and implementing the requirement shown. Not listed is time associated with project management tasks (meetings, official documentation).

User interaction and design

  • Emails will be sent via the Mailgun service and not the Office365 Exchange process

  • The process of identifying candidates, generating emails, and sending them will be handled via the DevOps Toolbox automation process.

  • The reports generated via requirements 6 & 7 will be displayed via Power BI reports.

Questions

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

Question

Outcome

Does the content of the email have to change (inserting Candidate information, different versions for different levels)

No customization.

Can we pass an identifier to Fifth Theory so we can correlate if a candidate used the process before their next attempt (is this a successful tool)?

We will not provide any identifiers. This will be up to Fifth Theory to track this

Will IT need to regenerate the emails to candidates?

No. This will be handled by Candidate Services

What email address do we want the emails to be sent from? (IT recommends ASWBServices@aswb.org)

We will use ASWBServices email address. EA/ED will include directions on how to contact ASWB within the content

Do we need to update HelpDesk/LiveChat with new tags and canned responses for contacts regarding the email/service?

Candidate services will update as needed.

Can we please get an outline of the Candidates computer requirements for using this service?

Just a website. No special browser requirements.

Who is responsible for troubleshooting issues with accessing and using the Fifth Theory service?

Exam admin will handle initial support, escalating to Fifth Theory. No IT support will be needed.

Will there be a need to reconcile the number of Candidates who used the Fifth Theory service (like we do for ITS) and if so, what is the frequency?

No.

Not Doing


Supporting Documents


Technical Review (IT)


Areas Affected



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