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PCO People Migration
Step 2: Data Design
To implement People foundations here are the following steps:
Task in Each Step
Task: Define who is responsible for each of the tasks in the table below. The link column will direct you to where the guide is to complete that section
Task Phase
Task
Status
Link
Done
Define Data Structure: Built-In & Custom Fields, Note Categories
10
Decide if using social import
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
7
Define use of medical notes
Not Started
Identify workflows and basic integration procedures procedures
Not Started
Identify needed forms and integration procedures
Not Started
Identify needed mailing lists needs & procedures
Not Started
Generate List of Lists You Need
Not Started
Create Templates for Need Reports
Not Started
Email Templates
Not Started
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