Implementation Process
A series of step by step articles for first-time set-up for new organisations.
15 articles
Written by Kiersten Rodionoff

Terminology
In this article, we explore some Tribal Habits terminology.
Written by Kiersten Rodionoff. Updated over a week ago
1 - IT set up
Let's review some initial IT requirements.
Written by Kiersten Rodionoff. Updated over a week ago
2 - Admin Roles
In this step, you'll select and set up your Admin roles.
Written by Kiersten Rodionoff. Updated over a week ago
3 - Branding
In this step, you'll set up your portal's branding.
Written by Kiersten Rodionoff. Updated over a week ago
4 - Fields and Categories
In this step, you’ll set up some custom fields for your users and categories for your training.
Written by Kiersten Rodionoff. Updated over a week ago
5 - User set up
In this step, you’ll set up your users.
Written by Kiersten Rodionoff. Updated over a week ago
6 - Curriculum planning
It's time to plan out the initial training and knowledge you’re going to create.
Written by Kiersten Rodionoff. Updated over a week ago
7 - Creating 1st content
In this step, you'll create your first content.
Written by Kiersten Rodionoff. Updated over a week ago
8 - Training settings
In this step, you’ll complete some training settings for the content you’ve just created.
Written by Kiersten Rodionoff. Updated over a week ago
9 - Internal communication
In this step, you’ll plan and execute your internal communication.
Written by Kiersten Rodionoff. Updated over a week ago
10 - Managers
In this step, you’ll communicate with your internal managers and assist them to get the most out of the platform.
Written by Kiersten Rodionoff. Updated over a week ago
11 - Existing data migration
In this step, you'll consider how to migrate existing data into Tribal Habits.
Written by Kiersten Rodionoff. Updated over a week ago
12 - First enrolments
In this step, you’ll enrol your users into your first content.
Written by Kiersten Rodionoff. Updated over a week ago
13 - First reports
In this step, you’ll review your first reports.
Written by Kiersten Rodionoff. Updated over a week ago
14 - Advanced functions/Next steps
Now that you are coming to the end of your implementation, let’s look at some advanced functions as well as some next steps.
Written by Kiersten Rodionoff. Updated over a week ago