Go-Live Checklist
Overview
In preparation for application review, we recommend completing the following key tasks in the order listed.
It is highly recommended that the Program Manager/Coordinator and Program Director set up a time to meet and review the portals together prior to October 1.
Preparation Tasks
We recommend you complete these tasks in June/July.
| Task | Role |
|---|---|
| Review the Applicant Quick Start Guide to get familiar with the application. | PD/PM/PC, Faculty |
|
Review the Program Portal Quick Start Guide to get familiar with application review basics. |
PD/PM/PC |
| Access the sandbox environment to test any features of interest. | PD/PM/PC |
Configuration Tasks
We recommend you complete these tasks in July/August.
| Task | Role |
|---|---|
|
Log in to the live (i.e., production) environment and set up key application review tools, including: |
PD/PM/PC |
| In the live environment, configure roles (i.e., permissions and data visibility). | PD/PM/PC |
|
In the live environment, add all new users. |
PD/PM/PC |
|
Begin training faculty on your workflows. |
PD/PM/PC, Faculty |