Brannock Medical Supplies / BG-Demo – Onboarding
Callcompleted
Brannock Medical Supplies · 10 Jun 2024 10:30
Onboarding call with Helen Varley and Sunita Bains on the contract documents connector, role permissions and helpdesk data. Open points: a live versus archive folder check and a second admin. Helen found a use for repeat delivery queries.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call with Helen Varley and Sunita Bains on the contract documents connector, role permissions and helpdesk data. Open points: a live versus archive folder check and a second admin. Helen found a use for repeat delivery queries.
What happened: Callie Brennan covered the last of four connectors (contract documents), a three-group permissions model and the helpdesk view of delivery queries by trust. Sunita agreed to sort live and archive folders by Wednesday before the connector is switched on.
Customer view: Helen chose open access to orders and helpdesk data, with contract terms restricted to the owner and herself. She said the repeat-query cluster is a conversation she can have with the trust, and with facts.
Commercial: The helpdesk view shows early value to the commercial operations lead. Restricting contract documents by data source is a configuration, not a change of tier.
Watch: Sunita is the only admin and no second admin has been named. An expired contract appearing as live would damage trust in the brain.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sunita Bains to mark live and archive contract folders by Wednesday.
- Callie Brennan to set the permissions by data source and show Helen they work before others are added.
- Sunita Bains to ask the order export owner in IT about becoming second admin.
Risks
As at Fri 9 Oct 2026- Sunita Bains is the only admin and no second admin has been named, so a lapsed credential could go unfixed.
- Expired agreements could show as current if live and archive contract folders are not separated before the connector is switched on.
Opportunities
As at Fri 9 Oct 2026- The repeat delivery query view gives Helen Varley a concrete use with her account managers, which supports adoption of the helpdesk connector.
Transcript
Callie BrennanMorning, both. Weekend all right?
Helen VarleyMorning. Wet. Football in the rain, enough said. Sunita, how about you?
Sunita BainsQuiet, thankfully. Morning Callie.- Callie BrennanRight, the plan for the hour. First, the contract documents connector, which is the last of the four. Second, who can see what, so the roles and permissions. Third, a look at how the helpdesk data has settled in since last week.
- Helen VarleyMine's the same, plus one thing at the end. A trust that's been on the phone to me twice.
- Callie BrennanNoted, we'll leave time. Let's start with the documents. Sunita, you gave me folder access on Friday. Thank you. What I found is that the contracts sit in a lot of subfolders, one per trust, and the naming isn't consistent.
- Sunita BainsYes. That's years of different people. Some are called the trust name, some have the word contract, some have a year.
- Callie BrennanThat's okay, the brain doesn't care about folder names, it reads the documents. But I'd like a list of which folders are live contracts and which are archive, otherwise an expired agreement could show up as current.
- Helen VarleyThat would be bad. Wrong renewal date, wrong conversation with the trust.
- Sunita BainsI can do that. There's an archive folder at the top, most of the old ones are in there. The ones outside should be live.
- Callie BrennanShould be. I'd rather we checked than assumed. Could you do a quick pass this week, and mark any exceptions?
- Sunita BainsYes. I'll sort it by Wednesday.
- Callie BrennanBrilliant. I'll switch the connector on after that and not before. Next, permissions. What I need from your side is a decision on three groups. Admins, who manage connectors and users. Account managers, who see their own trusts. And a wider group, like Helen, who see everything.
- Helen VarleyAccount managers see their own trusts only? Why not all of them?
- Callie BrennanIt's your choice entirely. Some customers like the ring-fence, some like everyone seeing everything. It's a setting, not a rebuild, so you can change it later.
- Helen VarleyI'd go with everyone sees everything on orders and queries. But contract terms, only the owner and me. Is that possible?
- Callie BrennanIt is. I'd do it by data source. Orders and helpdesk open to all account managers, contract documents restricted. I'll set that up and show you it working before anyone else is added.
- Sunita BainsAnd I stay admin. Is it just me, or can there be a second one?
- Callie BrennanI'd really recommend a second. If you're on leave and a connector credential expires, nobody can fix it. Is there someone in IT who'd take it on?
- Sunita BainsProbably the colleague who owns the order export. I'll ask.
- Callie BrennanGood. Now, the helpdesk data. Let me share. So here's the last week of delivery queries across all trusts, grouped by trust. You can see the top three by volume.
- Helen VarleyThat one at the top, I know why. Their drivers changed. What I didn't know was how many were repeats.
- Callie BrennanThe brain flags repeats from the same practice about the same order. Look, there. A cluster.
- Helen VarleyRight. I'll take that to the account managers today. That's a conversation I can have with the trust, and with facts.
- Callie BrennanThat's precisely the sort of thing it's for. Okay. Recap. Sunita, live and archive folders by Wednesday, and a possible second admin. Helen, I'll set the permissions as described. I connect the documents after the folders are checked. Setup note updated tonight.
- Helen VarleyAnd the trust that rang me twice, can we do that now? Two minutes.
- Callie BrennanOf course. Which trust?
- Helen VarleyLet me pull the name up. Right. Here, this one.
- Callie BrennanOkay, I can see their open queries. Three, all about the same product line. I'll leave you with it. Thanks, both. Thanks, Callie.