Go-Live Checklist

In preparation for application review in September and then interview season, we recommend completing the following key tasks in the order listed.

It is highly recommended that the Program Manager and Program Director set up a time to meet and review the portals together prior to October 1.

We recommend you complete these tasks as soon as possible.

Task	Role
Bookmark ResidencyCAS.com for quick access to all resources.	PD/PM, Faculty
Review the Applicant Quick Start Guide to get familiar with the application.	PD/PM, Faculty
Get familiar with the Program Portal: Review the Program Portal Quick Start Guide. Watch recordings of previous webinars.	PD/PM
Access the sandbox environment to test any features of interest.	PD/PM

We recommend you complete these tasks in August.

Task	Role
Log in to the live (i.e., production) environment and set up key application review tools, including: Holistic element weights. Application review phases. Review/scoring forms.	PD/PM
In the live environment, configure rights & roles (including data masking/permissions).	PD/PM
In the live environment, set up other users at the program. Important Notes: As a starting point, you must first add all new users to the Program Portal. This includes reviewers, interviewers, etc. When you add a reviewer in the Program Portal, you enable their access to the Review Portal. Be sure to enable access for yourself. After adding an interviewer in the Program Portal, you can add them to the Interview Portal. Be sure to add yourself here as well.	PD/PM
Begin training faculty on your workflows: Use the Review Portal Quick Start Guide. Consider demonstrating functionality and allowing reviewers to practice in the sandbox.	PD/PM, Faculty

We recommend you complete these tasks in September.

Task	Role
Briefly review the Interview Portal Quick Start Guide to get familiar with the portal, then: Configure key Interview Portal settings. Add interviewers to the Interview Portal.	PD/PM
Create your interview sessions (and add any scoring questions).	PD/PM
Learn how to conduct interviews and manage the interview day.	PD/PM
Conduct mock interviews.	PD/PM, Faculty

We recommend you complete these tasks in October.

Task	Role
Prepare your interview invitations.	PD/PM