What is the on-boarding process?

What is the on-boarding process?


·          The on-boarding process has two-steps:

Step 1: 

·          The information for each CYP held in the setting is ‘on-boarded’ through a step-by-step process which requires all steps to be completed.

·          This involves uploading active documents and then associating all current facts to their source.  

·          This will either be a ‘document’ or ‘comment’.  Guidance is provided which ensures this is easy to follow.

·          Therefore, you may be required to return to this task on a number of occasions, following fact gathering.


Step 2:

·          With on-boarding complete you will be asked by SENDiT if you wish to move to the iPlan.  

·          We recommend you consider the guidance at this decision point before you agree.

·          If you select ‘confirm’ you will move to the draft iPlan (see a question below for more information).

·          You may want to spend more time in the on-boarding format.

·          You cannot return to the on-boarding flow when you move to the iPlan. However, all the on-boarding tools are within the interactive iPlan.

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