Purpose:
Section titled “Purpose:”This WI shows how to setup a client in Liongard and enable intigrations
Scope:
Section titled “Scope:”Technology
Responsibility:
Section titled “Responsibility:”Onboarding
Completion Criteria:
Section titled “Completion Criteria:”Client is setup in Liongard and intigrations are setup.
Records:
Section titled “Records:”In Liongard
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.