What to Expect in the Discovery Phase

We’re excited to get started on your site implementation.

We’ve outlined the first steps in starting a project below:

Discovery Process

What to expect:

What to expect:

What to expect:

Example items:

NOTE: Some of the questions below may not be applicable to your implementation.

Are there any eligibility requirements before creating an application? Or can the applicant create applications to any available process?
Can the applicant create multiple applications?

Who are your applicants? (i.e. the name of the group)
What tasks does the applicant need to complete before submitting?
- (i.e) Application Form, Upload CV, Get a Recommendation
What format would you like applicants to upload their documents in?
- (i.e.) PDF only, Microsoft Word, jpeg and png
Do the submissions need to be sub-categorized in any way?
- (i.e.) Categorize applications by their home province
What automations need to occur in this stage?
- (i.e.) Automatically move the application into the review stage
- (i.e.) Email the applicant thanking them for their application

Who are your reviewers? (i.e. the name of the group)
How the submission assigns to the reviewers?
- (i.e.) All submissions are assigned to the entire group or are they matched up based on some criteria?
What task does the reviewer need to complete on the submission? (i.e. scoring form)
What criteria either accepts or declines the applicants?

Do we need to send an email to notify the applicant that there is additional action required?
What tasks does the applicant need to complete in post-acceptance?
- (i.e.) Mid Year Report, Upload Receipts
What automations need to occur in this stage?
- (i.e.) Automatically move the application into the completed application stage
- (i.e.) Email the applicant thanking them for their reports