Onboarding Checklist

Context

In our app, we allow RTO's to onboard their training organisation via the NewOnboardingForm. This form is bare bones, and takes the minimum amount of info needed to start up the RTO via the onboardRto.ts endpoint

What we now need to implement, is a nice checklist for the users once they onboard (and subsequently after that), to guide them through completely setting everything up in RTOPilot

Example:

We need the following steps (with the condition for completion):

  1. Add company details
    1. Company has been updated since creation
  2. Add theme
    1. Theme is not using system theme
  3. Enable payments
    1. paymentSetupComplete is true on the currentOrganisation
  4. Enable USI (conditional whether they are VET provider)
    1. If the currentOrganisation has an rtoCode and usiAuthorised is true
  5. Create a unit
    1. If at least one unit has been created
  6. Create a location + contact
    1. If a location has been created
  7. Create a Course
    1. If a couse has been created (these are called class templates in our codebase)
  8. Create a class
    1. If a class has been created
  9. View enrolment page
    1. This one is kind of impossible to track, so happy for this to be some kind of action once all the above steps are completed, rather than a checklist item
  10. Link to documentation
  11. Drip campaign? Ask manning
  12. Add link to book a meeting in

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Upvoters
Status

Completed

Board

Feature Request

Date

8 months ago

Author

Linear

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