CLiQ: Onboarding Module

CLiQ: Onboarding Module

This article will serve as a walkthrough for the Onboarding module in the CLiQ platform. For the purpose of this document, we will use the company Onboarding Company (RES), though it will be the same for all companies that will be onboarding within the same vertical. 

  1. After logging into the platform, navigate to the Onboarding module in the navigation menu. 
  2. As an internal team member, fill out the Preboarding step in order to access the ability to share the form with clients. This step will be the same for all verticals. 
  3. Now that the Preboarding step has been filled out, the Share Form button will populate. Click this button to open the side panel to select whom to share the form with. 
    1. There are two types of contacts to share the form with: 
      1. Many companies will already have contacts loaded here within the dropdown to Select or Type in Recipient Email Address. The contacts loaded here come from the Odoo Customer Company page. After selecting the contact, click Add Recipient. To formally add a contact to a company, reach out to help@clxmedia.com. 
      2. New contacts that don't need to be added to the Odoo Customer Company page but still can include input on the onboarding form can be typed directly into the Recipient List search bar. NOTE: The user must click the button to CREATE the new contact after typing into the search bar. Then, click Add Recipient. 
    2. The form can be shared with multiple recipients at once, so once all of the needed users have been added, click Send Now. 
    3. To check whom the form has been shared with, navigate to the Sharing History tab within the Share panel. 
  4. Proceed to fill out the form. 
  5. If there are sections that have required questions that were not filled out, a pop-up window will populate saying "[Section Title] Section Complete" to indicate that there is at least one question that still needs to be answered in order to move on to the next section. 
  6. When all of the required questions are filled out, the user can select the Submit for Processing button. When this happens, the form will lock so that the Implementations team can process the information. 

FAQ: 
  1. I don't have access to this module, what should I do? 
    1. The Onboarding module is available to users with the Onboarding scope and/or users that have received the shared form. To check if you have the correct permissions, reach out to help@clxmedia.com. 
  2. Can you explain what the progress bars at the top mean? 
    1. As an internal user, there will be two progress bars - Required Questions and Completed Questions. Some questions are required in order to submit the form, and some can be skipped, so the difference between the progress bars is that the Required Questions tell the user how many questions they still need to complete before they submit the form, and the Completed Questions show the user how many questions have been answered over the full form, regardless of if they are required or not. 
  3. How do I share the form with clients? 
    1. In order for the Share button to populate, the Preboarding step must be completed, including the CLX Internal Use Only and AM Turnover Form tabs. 
  4. I made a mistake with one of the answers I put, how do I fix it? 
    1. Users can fix mistakes in real time by simply selecting a different answer. The green check mark to the right of the question will let the user know that their new answer has saved. 
  5. Can I skip questions? 
    1. The required questions have a red asterisk directly next to the question text, so as long as the required questions are answered, the form can be submitted even if the questions without the red asterisk are not filled out. 
  6. How can I tell if my answers saved? 
    1. There is an icon on the right side of the page that indicates if an answer was saved or if the user must review before submission. A green check indicates it has successfully saved, a red exclamation point indicates that a required attention still needs to be answered, and a grey checkbox means that no answers have been given, but they are not required in order to submit the form. 
  7. What do the question mark icons mean? 
    1. Some questions have yellow question mark icons directly to the right of the question, which indicates that there is help text for this question. Hover over the icon to view the help text. 
  8. Is the form for all verticals the same? 
    1. No, the form is customized for each vertical. 

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