View my checklist
The Checklist is a list of items that must be completed during the onboarding process before an order may be placed. You may view your checklist under the Administration link on our Home page.
Step 1 On the home page ...
Click the Administration link on the navigation bar
The menu expands to display the Checklist link - click Checklist
Step 2 To view your checklist...
On the navigation bar,click the Administration tab
Click the Checklist link
The page expands to display your checklist
The checklist is divided into segments -
- The name of the requirement and it's description
- The completed status - a red x indicating an item is required before placing an order. The x is updated to a green check mark, with the date, once the requirement is completed
- A notes section to further explain a requirement and document status of communications
For a full explanation of the documentation to be completed and provided, please contact your Sales Support associate.
