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Home > Physical onboarding session to access and use a system

Physical onboarding session to access and use a system

Pre-Onboarding Preparation

Session Scheduling

Physical Setup

Prepare a workstation with necessary equipment.

Ensure internet connectivity and access to required networks.

Set up user accounts and permissions in advance.

Verify that all hardware (e.g., computers, monitors, printers) is functioning properly

Install necessary software applications and updates before the session

Organize and label cables and equipment for easy access

Provide ergonomic assessments and adjustments for workstation comfort

Prepare instructional materials and handouts in advance

Ensure that backup power options (e.g., UPS) are available

Test all audio-visual equipment (e.g., microphones, projectors) to ensure functionality

Create a physical layout that promotes collaboration and engagement

Ensure that safety protocols are in place (e.g., fire exits, first aid kits)

Prepare a welcome kit with essential items (e.g., notepads, pens, company swag)

Introduction to the System

Provide an overview of the system and its purpose.

Explain the importance of security protocols.

Introduce key features and functionalities.

Hands-On Training

Guide the user through the login process.

Walk through essential tasks and workflows.

Allow time for practice and questions.

Resource Distribution

Provide user manuals or training materials.

Share contact information for technical support.

Distribute any additional resources (FAQs, troubleshooting guides).

Feedback and Follow-Up

Encourage feedback on the onboarding experience.

Schedule a follow-up session to address any lingering questions.

Confirm ongoing support and resources available to the user.

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