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Implementation Overview – Activity Reporting

Implementation Overview
Activity Reporting

Deliverables / Milestones

Plan Inform/Configure Train Deploy
Detailed Project Plan Configuration Complete Introduction to Scholar Services team and Client Community Faculty180 Implementation Review
Database Created Validation/Testing Ready for Data Intake

Key Stakeholders

Plan Inform/Configure Train Deploy
Implementation Project Team:

  • Project Manager
  • Software Admin
  • Data Manager (IT)
  • Executive Sponsor / Steering Committee
  • Faculty Advisors / Subject Matter Experts
Implementation Project Team Implementation Project Team Implementation Project Team
Institutional Users Institutional Users

Client Requirements / Documents

Plan Inform/Configure Train Deploy
Review Welcome Packet Configure:

  • Base Data Sets
  • Sections & Fields
  • Vitaw Templates
  • Initiated Input Form
  • Users & Rights
Review Training Materials Initiate Faculty Input Cycle
Establish Implementation Project Team Campus Communication & Training Plan Participate in institutional training
Interfolio University Courses
Complete SSO Setup (optional)
Discuss Faculty 180 Base Data

Activities

Plan Inform/Configure Train Deploy
Kick-Off Meeting Core Team Workshop 1: Faculty Experience Faculty Input Training Go Live! Celebrate Implementation!
Define Key Objectives Core Team Workshop 2: Basic Setup Support Account Administrator Training
Technical Checkpont Core Team Workshop 3: Profile Form Configuration Faculty Input Training
Core Team Workshop 4: Activity Input Form Configuration Evaluation Training
Core Team Workshop 5: Vitae Template
Core Team Workshop 6: Initiated Input
Core Team Workshop 7: Users & Unit Administrative Rights
Core Team Workshop 8: Reports
Core Team Workshop 9: Sustainable Data Management & Governance

Contact us about your university

Interested in learning more about how your university, academic staff, and students could benefit from managing some or all of your academic staff processes with Interfolio? Let us know today.