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PCO People Migration

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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
Populate list of local educational institutions (Built-In Personal Fields)
Not Started
⁠
Schools
⁠
⁠
Define Membership types (Built-In Personal Fields)
Not Started
Membership Type
Define note categories and permissions
Not Started
⁠
Note Categories
⁠
⁠
Define Inactive reasons (Built-In Personal Fields)
Not Started
Inactive Reasons
Define permission types - People
Not Started
People Permissions
Decide if using social import
Not Started
​
Define Custom Fields & Permissions
Not Started
Custom Fields
Define Note Digest Notifications
Not Started
Note Categories
Define Name Prefix (Built-In Personal Fields)
Not Started
Name Prefix
Define Marital status (Built-In Personal Fields)
Not Started
Marital Status
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
​
Individual Staff Design
0
⁠




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