Module Onboarding

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Overview

Module Onboarding – Business Overview

Module Onboarding is used in Dafater to guide organizations through the structured introduction of a new business module. It acts as a simple, organized checklist that ensures teams understand what needs to be prepared, reviewed, and completed before a module is fully adopted in daily operations.

Its main purpose is to reduce confusion, speed up adoption, and ensure that every new module delivers value from day one.

What Module Onboarding Is Used For

In business operations, Module Onboarding helps: - Introduce a new functional area (such as finance, sales, HR, or operations) in a controlled way
- Ensure key setup steps are acknowledged and completed
- Align different teams on what the module will be used for and how
- Provide clarity and confidence before users start real transactions

It acts as a bridge between decision-making and actual usage.

Prerequisites Before Using Module Onboarding

Before using Module Onboarding, organizations should ensure: - The decision to use a specific module has been approved by management
- Business roles and responsibilities related to the module are defined
- Required master data (such as companies, customers, employees, or products) is available or planned
- Users who will work with the module are identified

This preparation ensures onboarding is meaningful, not just a formality.

Typical Workflow and Business Fit

A common business workflow for Module Onboarding looks like this:

  1. Module Selection – The business decides to activate a specific module to support operations
  2. Onboarding Review – Module Onboarding is reviewed to understand required steps and expectations
  3. Business Readiness Check – Teams confirm that required data, policies, and approvals are in place
  4. User Awareness – Key users understand how the module fits into their daily work
  5. Go-Live Confidence – The module is ready to be used in real business scenarios

This workflow ensures that modules are introduced as part of a broader business process, not in isolation.

Key Business Scenarios Where It Is Essential

Module Onboarding is especially valuable when: - A company is expanding and adding new operational capabilities
- A business is standardizing processes across departments
- A new team or department is being formed
- Management wants better control and visibility during system adoption
- Organizations want to avoid disruption caused by unplanned module usage

In these scenarios, Module Onboarding provides structure and clarity.

Important Considerations for Users

When working with Module Onboarding, users should: - Treat it as a business readiness tool, not just a checklist
- Ensure all stakeholders understand their role in the onboarding process
- Review onboarding steps carefully before starting real transactions
- Use it as a reference point when training new users
- Revisit it if the module’s usage or business scope changes

When used thoughtfully, Module Onboarding helps Dafater users adopt new modules smoothly, reduce operational risk, and maximize business value.

Basic Information

Fields

Field Name Label Type Required Options Description
title Title Data ✓ - Onboarding title shown to users in Dafater.
subtitle Subtitle Data ✓ - Supporting subtitle explaining module onboarding purpose.
module Module Link ✓ Module Def Target Dafater module being onboarded.
allow_roles Allow Roles Table MultiSelect ✓ Onboarding Permission Roles permitted to access this Dafater onboarding.
success_message Success Message Data ✓ - Message displayed after successful onboarding completion.
documentation_url Documentation URL Data ✓ - Link to Dafater documentation for guidance.
is_complete Is Complete Check - Indicates whether onboarding steps are fully completed.
steps Steps Table ✓ Onboarding Step Map Ordered onboarding steps required for module setup.

Child Tables

Steps (Onboarding Step Map)

Field Name Label Type Required Options Description
step Step Link ✓ Onboarding Step Defines the onboarding step to execute within Dafater workflow

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Module Def Links to Core