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History: Implementation: Kaiser Permanente (KP)

 

ABOUT US

Organization Type:

Private

Organizational Category:

Hospital

Description:

[Please include a brief description of the organization (i.e. mission statement).]



 

DATES

Initial Contact:

[dd mmm yyyy]

Sale Completed:

[dd mmm yyyy]

Contract Signed:

[dd mmm yyyy]

Implementation Start:

[dd mmm yyyy]

Design Day/Kickoff:

[dd mmm yyyy]

Implementation End:

[dd mmm yyyy]

Training:

[dd mmm yyyy], [dd mmm yyyy], etc.

Go Live (Launch):

[dd mmm yyyy]

Performance Period:

[dd mmm yyyy] - [dd mmm yyyy]

 

HOSTING

Server Type:

[Self-hosted/Cloud/RS SaaS/ RS private instance]

Server URL:

[e.g. ec.volunteernow.com]

eRecruiter (primary):

[Name (####)]

eRecruiter (other(s)):

[Name (####)],[Name (####)], etc.

Description:

[If multiple eRecruiters please describe why.]

eCoordinator (primary):

[Name (####)]

eCoordinator (other(s)):

[Name (####)],[Name (####)], etc.

(at least a few examples)

Description:

[If multiple eCoordinators please describe why.]

Coordinator CS version:

[Please indicate version # installed or delete row.]

 

IMPLEMENTATION

Description:

[Please include a brief description of the implementation.]

Explain any custom code, unique uses of modules, or organization specific processes, etc.



Implementation Time Log (Toggl):

[Insert Toggl bookmark for client “Implementation” project]

 

APPENDIX A  (i.e. contracted SaaS and/or services

CLIN

Item

Implemented

(If no, explain why.)

   

[Yes/No]

   

[Yes/No]

   

[Yes/No]

   

[Yes/No]

   

[Yes/No]

   

[Yes/No]

   

[Yes/No]

   

[Yes/No]

 

CONTACTS*

Project Manager:

[Please insert name or N/A]

Will PM be involved after the initial deployment?

[Yes/No]

IT:

[Please insert name or N/A]

Will IT be involved after the initial deployment?

[Yes/No]

Financial:

[Please insert name or N/A]

Phone number:

 

E-mail:

 

Support (Authorized users):

 

*(All contacts involved in support should be added as a user in Zendesk.)

SUPPORT

CLIN

Item

Hours

     

Support Type:

[Support contract, pre-paid hours, on-demand]

Samaritan provides:

[Please indicate which Samaritan provides: “Tier I, II, III”]

If Samaritan does not provide tier I, who does and how should requests be handled?



Support Time Log (Toggl):

[Insert Toggl bookmark for client “Support” project]

 

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