Planhat Guidelines for DAPs New Adoptions All new adoptions coming from the DAS team will automatically be added to Planhat. The DAS will send the first email to introduce you and schedule the kickoff. They will CC you, and you will take over scheduling the meeting. Before responding to the email, submit an onboarding ticket. Whichever implementation specialist picks it up will email you and let you know. Then, respond to the email (and CC the implementation specialist and DAS) to schedule the call. DAS (For Tiers 1&2), DAP, and Implementation will attend kickoff. Implementation will create a Powerpoint with important information. DAP, Implementation, and DAS should have a quick pre-meeting to align. Expansion Adoptions Expansion adoptions will automatically be added to Planhat, but the Implementation team will need to add them to the correct workflow. When you have a new expansion adoption, a new user, or any other need for onboarding, create an onboarding ticket and give as many details as possible (ex: expansion adoption with course name). The implementation specialist that picks up the ticket will email you and let you know that they will do the onboarding and will kick-start the workflow. In Planhat, you will then see step 1 of the workflow on your calendar. This should be to complete a hand-off document of important information and schedule a kick-off call. All new adoptions will have a kick-off. Once you have scheduled that call, mark “done” on that task. Implementation will create a Powerpoint with the important information for the kick-off. Once training/onboarding is complete, implementation will mark “done” and an email reminder will show up on your calendar to send o