The purpose of your Onboarding Checklist is to create a seamless process between you and our IKS Success Engineers to maintain visibility throughout your IKS setup. Here is your step-by step-guide designed to get you up and running effectively.
Near the top of your screen, you’ll see the tasks you need to complete.
The full Onboarding checklist can be viewed by expanding each module using the downward carrot next to the task completion area.
When opening up any given module, you’ll see an expected timeline, as well as tasks assigned to you or your team.
Click a task to begin. As you progress, select the save or complete options to move to the next step.
You can add context or ask questions in the Comments section associated with each task as well.
When selecting the Home icon next to the task title to head back to your main screen, the Files and Links tab contains materials and resources shared with you.
You can also view your overall progress at the top of your checklist.
Additionally, select the Invite button in the corner of your screen to send other team members an Invitation email.
While you’ll receive email reminders to access your Onboarding, please bookmark this page for easy access!
Feel free to check out our informational video with further details as well.