This document describes the process and policies for requesting and creating instances in HOL Cloud. This process includes the Sales, Customer Service, Science, and Operations departments.
Process
- Sales creates the quote in Experlogix and gets approval from the customer.
- Sales sends the CRM task to BOM Engineer with the approved price listed.
- BOM Engineer exports the kit from Experlogix to Nav and CRM then requests a BOM check from Science.
- Science Team completes a BOM check/QC, adjusts the BOM as needed, then creates the master course.
- BOM Engineer sends release email to everyone involved in the process. The kit is now released.
- Sales submits a completed Instance Request Form.
- Platform Support Specialist creates the institution, instructor, and instance in Cloud.
- Platform Support Specialist forwards the IR email to the Sales rep, adding in the URL for the created instance.
- Sales sends URL and temporary password to instructor.
Policies
- Instance requests may only be submitted once the kit has been officially released and the release email has been sent.
- Platform Support Specialist strives to complete instance requests within one business day of receiving a complete and accurate IR form.
- Instance Requests must be filled out using the appropriate form.
Notes
- Instance Requests submitted before the kit has been released will need to be resubmitted after BOM Engineering releases the kit.
- Platform Support Specialist: See “How to Create an Instance in Cloud” in ScreenSteps for instructions.
- Science Team: Lessons that utilize the V-Scope will appear in the BOM list as the “- V” version but should NOT be built with these lessons in HOL Cloud. Include the “Using the V-Scope” lesson, but the REGULAR version of these lessons.
- Sales Team: See How to Submit an Instance Request for instructions on how to submit and instance request.
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