Checklist
Step 1
Confirm organization name, service type, county coverage, and primary contacts.
Step 2
Create the organization record and verify owner access.
Step 3
Prepare registration or licensing reference and operational notes.
Step 4
Submit verification request for admin review.
Step 5
Invite organization admins and members who need dashboard access.
Step 6
Confirm each member accepted the invite and landed in the correct role dashboard.
Step 7
Review role guide before handling live cases.
Step 8
Confirm support and escalation contacts for pilot operations.
Before dashboard unlock
Verified organization status, active membership, and correct role alignment should all be in place before operational work begins.
Member readiness
Each invited admin or member should confirm invite acceptance, role guide review, and where to escalate blocked workflow issues during pilot use.