Podcast
Questions and Answers
Where in smartsheets can the template sheets needed for data collection be found?
Where in smartsheets can the template sheets needed for data collection be found?
- In the 'Construction Templates' folder
- In the 'Internal Docs' shared workspace (correct)
- In the 'Single Property Onboarding' folder
- In the 'Multi-Property Onboarding' folder
In which smartsheets folder can the user permissions template be found for multi-property onboarding?
In which smartsheets folder can the user permissions template be found for multi-property onboarding?
- Construction Templates
- Multi-Property Onboarding (correct)
- Permissions Levels
- Single Property Onboarding
During the implementation, what should be done for each 'Parent' task completed?
During the implementation, what should be done for each 'Parent' task completed?
- Create a subtask for it.
- Mark it as 'done' from the statuses options in ClickUp. (correct)
- Remove it from the project.
- Assign it to another team member.
What should be done with the SOP Draft Template?
What should be done with the SOP Draft Template?
What should be done immediately after the kickoff call with the customer?
What should be done immediately after the kickoff call with the customer?
What should be done to ensure we can refer back to what was discussed during customer calls?
What should be done to ensure we can refer back to what was discussed during customer calls?
What should be done to mark a subtask as 'done' in ClickUp?
What should be done to mark a subtask as 'done' in ClickUp?
What should be done if the customer seems disorganized or there are delays?
What should be done if the customer seems disorganized or there are delays?
How long does it generally take for onboarding to provide ETCs? This includes data hygiene, extractions, and data configuration.
How long does it generally take for onboarding to provide ETCs? This includes data hygiene, extractions, and data configuration.
What is recommended when mentioning the auditing standards call?
What is recommended when mentioning the auditing standards call?
What is the difference between an internal and external go-live?
What is the difference between an internal and external go-live?
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