Administrator Guide

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Creating an On-boarding Checklist Template

In the Navigator, click Administration > On-boarding Checklists.

The On-boarding Checklist Templates screen appears.

Click New Template.

The Create New Checklist Template screen opens:

Enter a name for the new template.

Optionally, enter a description for the template.

Click Add Task.

In the Create Task dialog box, enter the following fields:

Field	Description
Name	The name of the task.
Action	Action is either a link to a B2B Data Exchange screen (for example, Create Profile) or a reference to a task that needs to be implemented outside of B2B Data Exchange, for example, "Open a user in the Accounting System."
Description	Optional description of the action.

Click OK.

Continue adding tasks to the on-boarding checklist template. When you have finished, click Save.

To make a checklist available for use by the operators, you need to publish it.

To publish a checklist, in the On-boarding Checklist Template screen, click its Publish icon.

Editing a published template does not update all the published checklist instances that are based on the this template.