Onboarding Guide

The onboarding guide (operating manual, instruction manual) topics covered are as follows: Installation and integration; Getting started and user login; Example use cases and features; Customisation; Import, Export, Reporting of data;  Help and documentation; Contacts, support and self-service platform.

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2.1 Installation and integration

What is necessary to get the software or application up and running for the user (e.g. download the setup application, install, and configure the access to a server)

2.2 Getting started and user login

How to run the product, how to login and configure the user account (e.g. specific user settings, login with Single-Sign-On to a cloud-based or on premise active directory)

2.3 Example use cases and features

short introduction of the main software use cases, maybe grouped by persona or typical user requirements (like administrator, accountant, operator, manager)

2.4 Customisation

Describe how to optimize and adapt the user interface e.g. add specific actions and icons that are used daily, hide or disable features that are not relevant to the employee

2.4 Import, Export, Reporting and printing of data

Integration with other elements to import and export data to the application is important for business application. Reporting and printing might also be - depending on the software - also a typical use case.

2.5 Help and documentation

How the user can get more information and resources to learn more about the software and other features that might be interesting.

2.6 Support contacts and self-service platform

In case of a problem, where the user should be able to escalate the issue and get help.