WEBVTT

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Here is how to work through your onboarding steps

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and ask your owner for help.

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This is a fictional practice team.

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Choose Steps at the bottom.

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Your next task appears first.

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Your agency chooses these tasks, so your list may

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look different.

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Read the task and its instructions.

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Open any supplied link or document when you need

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it.

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Finish the actual task before marking it done.

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Our practice welcome task is finished, so choose Mark

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done.

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The next task moves to the top.

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Completed tasks fold away below.

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Stuck on the next task?

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Choose I need help with this step.

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The request identifies the task for your owner.

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Add a short note explaining what you need.

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Keep client names and policy details out.

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The note is optional.

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Choose Send help request.

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Wait for Sent.

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Your owner can see the task and note in

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Needs You.

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Sending help does not complete the task.

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When your owner answers, read it here.

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Choose Refresh answers to check.

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This practice reply points us to the team welcome

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email.

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Close the request and return to Steps.

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Complete the task when you can, then mark it

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done.

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Read one task, do it, and ask for help

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when needed.