Onboarding session: finding a time
Email thread Kingdon Diagnostics · cs
Logistical thread. Callie seeks a working session on the first sources. Ryan agrees Wednesday morning, confirms referral data sits in the main reporting database, and must still clear connector access with IT.
What was said
What this says
As at Fri 9 Oct 2026Logistical thread. Callie seeks a working session on the first sources. Ryan agrees Wednesday morning, confirms referral data sits in the main reporting database, and must still clear connector access with IT.
Ask: Callie wants confirmation of the system holding referral and reporting-turnaround data, written connector access and who else should attend.
Customer view: Ryan is covering for a colleague and still depends on IT for access. He confirmed one data location.
Next: Callie sends a 10:00 invite for Wednesday and sets up connectors after the session once IT confirms access in writing.
The thread
Updated 9 Oct 26Messages
Callie Brennan 27 Jan 2025 11:36Hi Ryan, Thanks for your time on the last call. Before we switch on the refresh, I would like to book a working session to go through the plan for your first sources and how they map to what the contract managers need to see. What I need from your side is: - confirmation of which system holds the referral and reporting-turnaround data - written access for the connectors, so I can start them - who else from the contract managers should be in the room Could we find about an hour tomorrow or Wednesday to go through it? Let me know what suits and I will send an invite. Thanks, Callie
Ryan Heslop 28 Jan 2025 09:09Hi Callie, Wednesday morning works for me, any time before lunch. Tomorrow is difficult as I am covering for a colleague. I can confirm the referral data sits in our main reporting database, but I will need to check with a colleague in IT about the access for the connectors. I will come back to you on that today if I can. Regards, Ryan- Callie Brennan 28 Jan 2025 09:44Hi Ryan, Wednesday morning it is. I will send an invite for 10:00 and we can adjust if needed. Once your colleague in IT confirms the access in writing, I can get the connectors set up straight after the session, and that maps cleanly onto the plan. If it comes through before Wednesday, forward it to me and I will have everything ready. Thanks, Callie