Purpose:
Section titled “Purpose:”Assist onboarding engineer with properly setting up a new client on centrexIT systems and how to conduct an onboard.
Scope:
Section titled “Scope:”New client onboard
Responsibility:
Section titled “Responsibility:”Onboarding Engineer
Completion Criteria:
Section titled “Completion Criteria:”QA by Service Desk manager
Records:
Section titled “Records:”Various systems are updated, such as ScreenConnect, Lucid and N-central
Steps:
Section titled “Steps:”- Enter instructions on how the task is completed – include video, screen shots, or text
- Repeat for each step (should be less than 10 steps – if more steps are required, determine is it should be a SOP)
Process References:
Section titled “Process References:”- Create a relationship back to related process. Note: Please add KB relationships to core process, process, SOPs or other WIs on the right.