Staff Off-Boarding Guide

Staff Off-Boarding Guide

As you transition off of your Way to Health study, it is your responsibility to make sure that any new staff members have the training needed to run your study properly.  

I. Ensure new staff has accounts for all sites necessary to managing your study

Way to Health 

JIRA/ Confluence 

Study email account


Device website account 

II. Explain study environments 

Staging

Production
Shadow 
Frontend vs. backend 

III. Complete an enrollment walk through 

Show where to look for the step that the participant left off 
Show how to view survey responses 
Show where to look if a participant is marked as ineligible 

IV. Review participant management 

Review participant profile

Review Manage Participants

Review Filter Events

Review Transactions and Payments 

V. Remove your own access

Reach out to WTH Operations team with last date of work so that they can remove your access following that date

 

 Need further guidance? The User Guide should have most of what you or the new team member needs! Otherwise, put in a JIRA 'Help' ticket and the Operations Team will be happy to help you out!