Partner on-boarding is the organizational process that transforms a new trading agreement into a working connection for a new partner. On-boarding partners to send and receive messages with the organization with

B2B Data Exchange

. The on-boarding process often involves multiple roles within the organization, each of which has to perform tasks to implement the trading agreement. Some of these tasks are performed in the

B2B Data Exchange

environment. Other tasks are carried out in other systems, for example, CRM and Accounting.

An on-boarding checklist template contains the tasks that the

B2B Data Exchange

operator must accomplish in order to complete the on-boarding process.

Administrators use the Operator Console to create, edit, and delete functions in on-boarding checklist templates. The administrator customizes an on-boarding checklist from the checklist template for a specific partner.

After the administrator creates a template, an operator uses an on-boarding checklist to implement and monitor the on-boarding tasks that are performed for the partner so that the partner can send and receive messages with

B2B Data Exchange

.