Implementation Process

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

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15 articles in this collection
Written by Kiersten Rodionoff

Terminology

In this article, we explore some Tribal Habits terminology.
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1 - IT set up

Let's review some initial IT requirements.
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2 - Admin Roles

In this step, you'll select and set up your Admin roles.
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3 - Branding

In this step, you'll set up your portal's branding.
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4 - Fields and Categories

In this step, you’ll set up some custom fields for your users and categories for your training.
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5 - User set up

In this step, you’ll set up your users.
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6 - Curriculum planning

It's time to plan out the initial training and knowledge you’re going to create.
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Written by Kiersten Rodionoff
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7 - Creating 1st content

In this step, you'll create your first content.
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Written by Kiersten Rodionoff
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8 - Training settings

In this step, you’ll complete some training settings for the content you’ve just created.
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Written by Kiersten Rodionoff
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9 - Internal communication

In this step, you’ll plan and execute your internal communication.
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10 - Managers

In this step, you’ll communicate with your internal managers and assist them to get the most out of the platform.
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Written by Kiersten Rodionoff
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11 - Existing data migration

In this step, you'll consider how to migrate existing data into Tribal Habits.
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12 - First enrolments

In this step, you’ll enrol your users into your first content.
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Written by Kiersten Rodionoff
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13 - First reports

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