Beginning of Placement Term Checklist

It's the beginning of your placement term/semester, and you want to ensure everything is ready to go for all of your Sonia Online users.

Do a quick check of these items:

• Does everyone have a username? How to check
• Do all placements have their appropriate positions (e.g., Mentor) added on the Worksheet?
• Are your placement group dates correct?
• On the placement group Details page in the gray Settings box, are "allocations finalized" for all appropriate roles and the placement group marked as "visible to students"?
• Have forms and/or Workflows been assigned?
• Have you turned on all necessary notifications, including "forgot password"? (article)
• Do the applicable roles have appropriate timesheet permissions?
• Does your Home page have updated information (if applicable)?
• Are your Online Settings set up/correct; i.e., can your Online users see what they need to see? How to check

It might be a good idea to impersonate at least one person from each role to see what they see.