CUSTOMER INSTALLATION GUIDE FOR HIERACHIES

Phase 1: Project Planning & Communication

Step 1: Assign Project Roles and Responsibilities

  • Select Project Sponsor 
  • Select Project Manager
  • Select System Administrator (super-user)

Details for these roles can be found here: People and Roles for a successful CareMonkey project

Step 2: Communication to staff and end users

Use these Communication Templates to pre-educate staff and end users about CareMonkey.

Step 3: Review and decide data load method

Review documentation based on data source. You'll use one of these options.

a) Spreadsheets: This data load method requires at least 2 spreadsheets and is used when there is no automated synchronisation from another system to populate CareMonkey with set up data.

To load the people you want to collect information about you’ll need this spreadsheet

To load staff carers you’ll need this spreadsheet 


b) SAS2000: This data load method automatically syncs student and staff details from SAS2000/SchoolEdge

Ensure you review this document: Hierarchy With Integration Pros and Cons

Set up the SAS2000 integration by following these instructions


c) Synergetic: This data load method automatically syncs student and staff details from Synergetic

Ensure you review this document: Hierarchy With Integration Pros and Cons

Set up the Synergetic integration by following these instructions

d) Clever: This data load method automatically syncs student and staff details from Clever

Instructions to set up Clever Sync will be added here shortly.

e) FSP/SportsTG: This data load method automatically syncs player and team data from FSP. It requires a spreadsheet to load team officials.

Set up the FSP integration by following these instructions

To load team officials you’ll need this spreadsheet

Step 4: Create hierarchy structure spreadsheet

 Example hierarchy:

Create a spreadsheet representing your organisation hierarchy. This will be used to create CareMonkey accounts all linked together in a hierarchy.

Follow these instructions to prepare the spreadsheet for loading.

Phase 2: Create CareMonkey Accounts & Hierarchy

Step 1: Create CareMonkey account with hierarchy enabled

Create the top level CareMonkey account by following these instructions.

Step 2: Enable Hierarchy feature

Enable hierarchy feature by emailing support@caremonkey.com and requesting that your account is hierarchy enabled. Be sure to provide the name of the CareMonkey account you just created.

Step 3: Load up hierarchy structure spreadsheet

 Follow these instructions to load up your hierarchy spreadsheet.

Phase 3: Data Load

Now you have your hierarchy in place, follow the instructions based on the data source you chose in Step 3 of Phase 1.

a) Spreadsheets: Follow steps 2 and onward in this Installation Guide

b) SAS2000

Set up SAS2000 integration by following these instructions.

Follow steps 2 and onward in this Installation Guide.

Steps 6 through 11 are optional as the integration will automatically sync data from SAS2000. Review your requirement to add any other data that has not automatically been populated.

c) Synergetic

Set up Synergetic integration by following these instructions.

Follow steps 2 and onward in this Installation Guide.

Steps 6 through 11 are optional as the integration will automatically sync data from SAS2000. Review your requirement to add any other data that has not automatically been populated.


d) Clever

Instructions to set up Clever Sync will be added here shortly.


e) FSP/SportsTG

Follow steps 2 and onward in this Installation Guide.

IGNORE steps 6 and 7 as the integration will automatically sync profiles and teams.

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