Onboarding session: booking a time
Email thread Kingdon Diagnostics: documents · cs
Logistical onboarding thread. Callie Brennan asks Ryan Heslop, the day-to-day admin, for a first working session and for access, user names and a report list. Ryan offers Monday or Tuesday and flags a check with IT on finance access.
What was said
What this says
Current to 11 Oct 26Logistical onboarding thread. Callie Brennan asks Ryan Heslop, the day-to-day admin, for a first working session and for access, user names and a report list. Ryan offers Monday or Tuesday and flags a check with IT on finance access.
Ask: Callie wants an hour with Ryan, admin access to the first systems, names for the 40 users and the reports contract managers request most.
Customer view: Ryan is willing and quick to offer slots. He can arrange CRM and helpdesk access but needs IT for the finance system, and warns the report list may be rough.
Next: Ryan confirms finance access before the session and sends the report list.
The thread
Updated 9 Oct 26Messages
Callie Brennan 30 Jan 2025 14:57Hi Ryan, Aisha mentioned you will be looking after the brain day to day as admin, so I would like to book a working session with you to start on the setup. What I need from your side is: - admin access to the systems we will connect first - a name for anyone else who should have an account (the plan covers 40 users) - a rough idea of which reports the contract managers ask for most I think about an hour is enough for the first session. Do you have a slot early next week? Thanks, Callie
Ryan Heslop 31 Jan 2025 17:14Hi Callie, Thanks for this. Monday afternoon works for me, or Tuesday if that is easier for you. I should be able to get admin access sorted for the CRM and the helpdesk, but I will need to check with a colleague in IT about the finance system. I will find out before the session and let you know. I will pull together a list of the reports we run most often, though it may be a bit rough. Ryan