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Complete onboarding checklists

Work through the steps to get a new service ready, attach evidence where Moraph asks for it, and confirm the checklist complete.

Applies to Moraph Portal as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

Last reviewed 1 min readReport a problem
On this page
  1. Complete a step
  2. Steps
  3. Confirm the checklist complete
  4. If something goes wrong

When you start a new service, Moraph sets up an onboarding checklist: the steps, who in your organization does each one, and any evidence Moraph needs to see. Open Onboarding to see them all. Each checklist shows Complete, Ready to confirm or how many steps are left.

Steps assigned to you also appear in Your actions and in your notifications.

Complete a step

Steps

  1. Open the checklist and find the step. It shows who it’s for, the due date, and Evidence needed if Moraph needs a file.

  2. Choose Mark done.

  3. If evidence is needed, attach it in Evidence: PDF, Office document, CSV, text or image, up to 20 MB.

  4. Optionally add a Note (optional).

  5. Choose Confirm done.

    Result

    The page says Step marked as done. The step shows who did it and when.

Made a mistake? Choose Undo to reopen the step.

You can complete a step if it’s assigned to you, to your role, or to anyone. Administrators and technical leads can complete any step, and can assign a step to a particular person with Assign; that person is notified.

Confirm the checklist complete

When every step is done, an administrator or technical lead sees Every step is done and the button Confirm checklist complete.

Result

The page says Checklist confirmed complete. Moraph has been told — thank you. Moraph can then move to the next stage of the service.

If something goes wrong

MessageWhat to do
This step needs evidence. Attach a file before marking it done.Add the file in Evidence.
Files must be 20 MB or smaller.Compress the file or split it, or share it through Documents.
This step is assigned to someone else.Ask the person it’s assigned to, or an administrator or technical lead, to reassign it.

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