Welcome to your onboarding checklist. This checklist has been designed to assist you in tracking your progress throughout the onboarding process. Each phase is represented in the first column, indicating the topic you have either completed or are currently working on. Please download the Excel sheet OB Checklist CPO that we have attached to this document. To indicate the completion of a topic, simply enable the checkbox in the second column. Furthermore, the last column provides an opportunity for you to provide valuable comments or feedback regarding each topic, that you can share with your Onboarding Manager or for your internal use.
We hope this checklist will serve as a useful tool for your onboarding journey. Should you have any questions or require further assistance, please do not hesitate to reach out to us via onboarding@hubject.com.
OB Start Phase
| To Do | Done | Details |
| Check the Overview | ||
| Generate CSRs |
Please open the attachment at the bottom: OB Checklist CPO |
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| OICP Business Process Diagrams | OICP Business Process Diagrams | |
| OICP OpenAPI | ||
| Order Your intercharge Stickers | ||
| Hubject IP Addresses |
In case you are using internal firewalls, please whitelist our IPs: QA: 18.195.149.69 and 18.195.61.108 |
|
| Offer Types | ||
| NGP Pricing |
QA Phase
| To Do | Done | Details |
| QA Portal Demo + Implementation Meeting | Schedule a Meeting with your OB Manager | |
| Create More Admins | Optional in case more users are needed | |
| Add your Endpoint URL | ||
| Manage Certificates | In case you selected User Certificate in the Service Type Settings, please upload your certificates | |
| Implementation of Web Services | ||
| End To End Test |
Please open the attachment at the bottom: OB Checklist CPO |
Production Phase
| To Do | Done | Details |
| Adjust your Endpoint URL | Change your URL to the Production Environment | |
| Implementation of Web Services | ||
| End To End Test |
Please open the attachment at the bottom: OB Checklist CPO |
Offer Phase
| To Do | Done | Details |
| Create your OfferToAll | ||
| (Optional) Create Bilateral Offer | ||
| NGP Pricing Model | ||
| (Optional) Other Pricing Models |
🎉 Congratulations
You have completed your onboarding. Welcome to Hubject!