Implementation team guides
Click on the blue links to view/download PDFs
| Audience | Document |
|---|---|
| Trust | Register T&Cs signed with the SiteWorks team (update Beacon) |
| I&E | Shared email inbox processing (draft) |
| I&E | Implementation Team steps Part 1 up to Migration – Pam’s notes |
| I&E | Beacon processes for tracking Sites and Web Managers |
| I&E | Create site card in Open Project v2 done when T&Cs come through |
| Training | Workbook v2.0 May 2024 not for sharing generally |
| Migration team (also I&E) | Overview of how we work v5 (presentation) |
| Migration team | Migration team guide v20 what a migrator does and keeping records (Open Project) |
| Web Manager | Migration go-live checklist and instructions v23 given to the Web Manager when a migrator is assigned |
| Web Manager | Operational Instructions for live sites – see Web Manager’s menu |
| Web Manager | Pre-migration checklist for Site Builder migrations (a page on this site). |
| Assisted Migration | Chris Winner has put together this Word docx template for the u3a to complete in order for a Migrator to create a SiteWorks site. For detailed Group info use this docx form template. The guide refers to a Terms of Use Word docx template and (if the u3a doesn’t have one) a Privacy policy Word docx template. |