Implementation team guides

Click on the blue links to view/download PDFs

AudienceDocument
TrustRegister T&Cs signed with the SiteWorks team (update Beacon)
I&EShared email inbox processing (draft)
I&EImplementation Team steps Part 1 up to Migration – Pam’s notes
I&EBeacon processes for tracking Sites and Web Managers
I&ECreate site card in Open Project v2 done when T&Cs come through
TrainingWorkbook v2.0 May 2024 not for sharing generally
Migration team
(also I&E)
Overview of how we work v5 (presentation)
Migration teamMigration team guide v20 what a migrator does and keeping records (Open Project)
Web ManagerMigration go-live checklist and instructions v23 given to the Web Manager
when a migrator is assigned
Web ManagerOperational Instructions for live sites – see Web Manager’s menu
Web ManagerPre-migration checklist for Site Builder migrations (a page on this site).
Assisted MigrationChris 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.