{"id":30961,"date":"2020-04-01T10:07:57","date_gmt":"2020-04-01T10:07:57","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=30961"},"modified":"2020-04-22T13:32:04","modified_gmt":"2020-04-22T13:32:04","slug":"handover-of-set-up-teamogy","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/onboarding\/handover-of-set-up-teamogy\/","title":{"rendered":"Handover of set up Teamogy"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb3.22&#8243;][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_margin=\u00bb|auto|-51px|132px||\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb3.26.5&#8243;][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/05_HandoverSetup_green_01.png\u00bb _builder_version=\u00bb3.26.5&#8243; width=\u00bb88%\u00bb custom_margin=\u00bb||0px|||\u00bb custom_padding=\u00bb||60px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.27.4&#8243; custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n<h3><span>Handover of set up Teamogy<\/span><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb3.27.4&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]It&#8217;s almost done. Client knows who will be doing what in Teamogy. Teamogy is set according to the client needs, so this step is about to confirm that everything is ready to for next step what is training and going live.<br \/>\nUsually is this step as a meeting with client and key people from client.&nbsp;<br \/>\nOnboarding manager will show the whole system, how it is set up and what people are supposed to do.<\/p>\n<p>The emphasis is for following topics:<\/p>\n<ul>\n<li>Users &#8211; verify and confirmation with client that users are created according to agreement and client knows how to manage the changes<\/li>\n<li>Access rights &#8211; Groups &#8211; verify that the key roles (Supervisor, Financial Supervisor, Management,&#8230;) are well set up and client know how to make change if needed<\/li>\n<li>Verify the Approvals if activated &#8211; key financial documents and its approval recap.<\/li>\n<li>Check and verify all dimensions like: Categories, Divisions, Departments are set properly&nbsp;<\/li>\n<li>Check that all initial data are in the system (Contacts, Overheads) and confirm it with client<\/li>\n<li>Check that printout of documents\/invoices are prepared and confirm it with client<\/li>\n<li>Check the numbering sequence especially for Client invoice is set properly<\/li>\n<\/ul>\n<p>&nbsp;The output of this step is confirmed phase of initial set up and system is ready to be used by client.&nbsp;<\/p>\n<p style=\"text-align: justify;\"><em><\/em><\/p>\n<div class=\"et_pb_module et_pb_text et_pb_text_2 et_pb_bg_layout_light  et_pb_text_align_left\">\n<div class=\"et_pb_text_inner\">\n<blockquote><\/blockquote>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4&#8243; _builder_version=\u00bb3.26.5&#8243;][et_pb_sidebar area=\u00bbet_pb_widget_area_2&#8243; _builder_version=\u00bb3.26.5&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Handover of set up TeamogyIt&#8217;s almost done. Client knows who will be doing what in Teamogy. Teamogy is set according to the client needs, so this step is about to confirm that everything is ready to for next step what is training and going live. Usually is this step as a meeting with client and [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[67],"tags":[],"class_list":["post-30961","post","type-post","status-publish","format-standard","hentry","category-onboarding"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/30961","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=30961"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/30961\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=30961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=30961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=30961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}