Customer Onboarding Checklist

Modified on Wed, 3 Apr at 11:18 AM

This checklist is designed to allow the organisation onboarding with Kangarootime to be able to check off the initial steps required both before and after the migration occurs.

Prior to Migration

Task Required	Yes/No	Notes
Completed Go-Live Data collection and returned
Schedule Go Live Date
Generate a new B2B Device and Code		Monday prior to Go Live Date
Provide B2B Device details to Kangarootime team Plus Provider ID; Organisation ID; Communications Person ID		Monday prior to Go Live Date
Obtain CCSS Details		Monday prior to Go Live Date
Obtain CCMS Username and Password		Inclusion Support only
Data Clean Up		Ensure all CRNs and DOBs are saved under the correct contact/child
PRODA Clean Up		Remove any unwanted personnel
Business and Centre Details sent to KT Team		Business Name, Address, Phone Number, Email, Centre Name, Phone Number, Email, ABN, Class Names and Ratios, Fee Names, Structure, Session Times and Fees
New Fat Zebra DD Forms completed
Print blank sign in/out sheet		Back up for sign in on Monday of Go-Live
Submit attendances in current software ensuring no errors all submissions successful		Friday prior to migration
Downloaded and checked Kangarootime Kiosk is working on the centre tablet

Migration Completed

Task Required	Yes/No	Notes
Connect to CCS to retrieve all data in previous software		Monday of Go-Live date
Enter Medical/Allergy and Restrictions information
Set up Billing Cycles		These need to be set prior to setting up billing for accounts
Enter billing information		From returned Fat Zebra Forms and check the next payment collected dates to ensure accounts are correctly set
Create manual payments for current week		As billing cannot be set prior to current week, you will need to manually create payments for the current week
Entering opening balances from previous software		Wednesday of Go-Live week: Ensure all CCS is retrieved prior to getting balance report, create a transaction type to represent the transfer, create the transaction for each account for the Sunday prior to migration date. You can use the Transaction Report to check the balance report from your past software to ensure they have been entered correctly.
Balance out previous software		All balances will then be in Kangarootime, no need to use previous software. This is done on Wednesday of the Go-Live week.
Remove CCS Service ID and replace with placeholder in previous software		This avoids accidental connections in previous software
Set up Scheduled Statements