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ADFS Metadata Change Requests

Michael Satterfield
Updated

If no IC can be associated to the customer, responsibility of IC tasks will fall to Support Management

Implementations Coordinator (IC) will:

  1. Create a ticket in Zendesk

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  2. Use the ADFS Macro

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  3. Fill in the appropriate fields for Apteryx Site Address and Metadata URL provided by the organization

  4. Submit the ticket as open

  5. Reach out to Support Management via Teams/Email and advise that the request has been escalated, additionally giving ticket URL/ticket number.

  6. Assign ticket to Support management.

Support Management will:

  1. Notify PO to update ticket with ICR link

PO will:

  1. Copy site url/ADFS url into a new Jira Issue

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  2. Ticket MUST have “ADFS” in Summary title

  3. Inform IC that Engineering has been notified

IC will:

  1. (Optional) Update ticket informing customer that Engineering has been notified.

  2. Continue to monitor the ticket for responses from customer

Engineering will:

  1. Complete the work to switch the office’s authentication method to ADFS

  2. Update the Jira card to completed status

IC will:

  1. Update ticket and notify office that the work has been completed

  2. Follow up with office to confirm functionality