Here's a suggested sequence for onboarding your users. Sample email text is below.

Onboarding Sequence

Week 1

• Prograds creates department site with one owner and any additional administrators.
• Admins set up Department (instructions) and Programs (instructions):
  • Choose Department settings.
    • Decide whether students can add funding items, select their supervisor and committe, and add courses
  • Set up Stages, Milestones, Requirements, Funding Sources.
  • DO NOT set up any Courses because they need a faculty instructor from existing accounts.
• Administrators get trained, either self-directed from Support Site or a session with Prograds support.
• Admins agree on and record protocols for use: e.g. whether messages will be sent to students from Prograds, settings and recommendations for email reminders (auto or manual, from whom?), etc.
• Admins can add any additional administrators as required.

Week 2

• Administrators invite Faculty (sample text below).
• Wait 3 days, send a reminder, then wait another 3 days. Ensure all faculty members have accounts. If any faculty are unresponsive, contact [email protected] with their names and email addresses and we will create a placeholder account for those faculty members.
• Provide faculty info/training session (create a couple of fake students for this).

Week 3

• Administrators invite Students (sample text below)

  • If the Department allows Students to add course information, mention this and note that when one student adds a course it is then visible for all students to add it to their own course list.

  <aside> 🗣 We strongly recommend you forcefully point student to First Steps for new Student Prograds Users.

  </aside>

• Wait 3 days, send a reminder, then wait another 3 days and see which students haven’t signed up. Send them a less polite email. 😉

Week 4

• If you haven’t allowed students to select their own committee from their profile page, the admin team will have to do this, student, by student. In fact, if you have an up to date list of supervisions and memberships for faculty members, it’s easier to do this from each faculty member’s Prograds Profile page.