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