Client Onboarding

ERP → Onboarding is the checklist your team works through when you take on a new client. It collects everything in one pass: what has been checked, the client's logins, their equipment, photos of the site, and a sign-off at the end.

What you record is put where the rest of Plenix uses it. Logins are saved in the client's Credentials Vault, devices appear on the client's record, and files are copied to the client's Documents.

Client Onboarding is included in the Enterprise plan.

Start an onboarding

1. Go to ERP → Onboarding and click New onboarding.
2. Choose the Client.
3. Choose the Lead engineer, and add a ticket or reference number if you use one.
4. Set the Start date and the Target go-live date. An onboarding that passes its target date without being completed is flagged as overdue.
5. Pick a Template. The standard template covers kick-off, credentials and MFA, site photography, equipment audit, network documentation, monitoring and tooling, and handover. Any templates you have saved are listed too.
6. Create the onboarding. The checklist opens at the first section.

Find your way around

• The stepper across the top lists every section with its progress. Click a section to open it. The last step is Sign-off.
• The progress bar shows the whole onboarding. The chips beside it, To do, Done, Issues and N/A, filter the checklist to those items across all sections.
• Search finds an item by its wording, wherever it is.
• Continue where you left off takes you to the first item that still needs an answer.
• Previous and Next at the bottom move between sections.

Everything saves as you go. The indicator at the top of the page shows when changes are saved.

Answer an item

Each item has three buttons:

• Done: the item is complete.
• Issue: something is wrong or missing. A note box opens so you can say what it is and what happens next.
• N/A: the item does not apply to this client.

Click the same button again to clear the answer. Each answered item shows who marked it and when.

Add a note to any item with the speech-bubble button. The note box grows as you type.

Record logins

Items that ask for a login show entry fields: a label, the address, the username, the password and notes.

1. Type the details. You can generate a strong password, show what you typed, and copy it. A strength meter rates the password.
2. Need more than one? Click Add another entry, or press Shift + Enter. An item can hold as many logins as you need, for example two global admin accounts and a break-glass account.
3. Each entry is saved, encrypted, in the client's Credentials Vault. Once saved, the entry shows Saved to vault with a link that opens it there.

Things to know:

• The password is stored only in the vault. To show a saved password from the onboarding you need two-factor authentication switched on, the same as in the vault.
• You only see entries the vault lets you see. If a login is restricted to other people, the entry says so instead of showing its details.
• Removing an entry moves that login to the vault's bin.

Record equipment

Equipment items work the same way with device fields: name, serial number, quantity, location and notes. Click Add another device or press Shift + Enter for each one. The devices appear under the client's assets.

Add photos and files

Any item can hold photos and files. Photo items show a large drop area.

• Drag files onto the item, or click to choose them.
• Paste a screenshot with Ctrl + V while the item is highlighted.
• On a phone, take a photo straight into the item.
• Click a thumbnail to see it full size.

Each file can be up to 25 MB, with up to 60 files per item. A copy of every file is also added to the client's Documents.

Work from the keyboard

You can complete a whole onboarding without the mouse. When you finish a field, the next one is highlighted and ready for typing. Click Keyboard shortcuts on the page for the list.

Key	What it does
Y, N, A	Mark the highlighted item Done, Issue or N/A, and move to the next
Enter	Finish a field and move to the next one
Ctrl + Enter	Finish a notes box and move on (Enter in a notes box starts a new line)
Shift + Enter	Add another login or device entry
Alt + Y, N, A	Answer the item while typing inside it
C	Add a note to the highlighted item
U	Upload photos or files to the highlighted item
Ctrl + V	Paste a screenshot onto the item
↑ and ↓	Move between items
Backspace	Clear the highlighted item's answer

Change the checklist

Click Customise at the top of an onboarding to change it for this client.

• Add an item at the bottom of a section.
• Reword an item or the guidance shown under it.
• Change what an item collects: a yes/no check, logins, photos or devices.
• Delete an item. Its notes and photos go with it. Logins already saved stay in the vault.
• Add, rename or delete sections.

Click Customise again when you are finished.

Save and reuse a template

When a checklist suits the way you work, open the Sign-off step and click Save as template. The template keeps the sections, items and guidance, not the answers.

Pick the template the next time you click New onboarding. Administrators can remove saved templates from Templates on the Onboarding page.

Sign off

Open the Sign-off step when the work is done.

1. Check the summary. The cards show how many items are done, still to do, issues and not applicable. Click a card to see those items.
2. Enter the engineer sign-off, who reviewed it, and the date completed.
3. Add handover notes for the team who will look after the client.
4. Click Mark complete.

Administrators can download a handover report of the whole onboarding from the same step.

Track every onboarding

The Onboarding page lists every client being onboarded, with progress by section, the lead engineer, the target date and the number of open issues. The cards at the top, Active, Overdue, With open issues and Completed, filter the list when clicked.