Implementation Process

A series of step by step articles for first-time set-up for new organisations.

15 articles
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff

Terminology

In this article, we explore some Tribal Habits terminology.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

1 - IT set up

Let's review some initial IT requirements.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

2 - Admin Roles

In this step, you'll select and set up your Admin roles.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

3 - Branding

In this step, you'll set up your portal's branding.
Kiersten Rodionoff avatar
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.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

5 - User set up

In this step, you’ll set up your users.
Kiersten Rodionoff avatar
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.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

7 - Creating 1st content

In this step, you'll create your first content.
Kiersten Rodionoff avatar
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.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

9 - Internal communication

In this step, you’ll plan and execute your internal communication.
Kiersten Rodionoff avatar
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.
Kiersten Rodionoff avatar
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.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

12 - First enrolments

In this step, you’ll enrol your users into your first content.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago

13 - First reports

In this step, you’ll review your first reports.
Kiersten Rodionoff avatar
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.
Kiersten Rodionoff avatar
Written by Kiersten Rodionoff. Updated over a week ago