End-to-End Workflow

How to use this checklist

Follow these steps in order the first time you onboard a client, then jump directly to the step you need on subsequent visits.

1. Log in to IMS.
2. Review the Dashboard to identify the relevant product, specification, client, or implementation.
3. Open the required specification version.
4. Review its modules, entities, fields, notes, metadata, and lineage.
5. Analyze impacted measures and downstream relationships.
6. Create an implementation for the client using the appropriate specification version and purchased modules.
7. Review the implementation summary.
8. Navigate through implementation modules, entities, and fields.
9. Add implementation notes for client-specific assumptions, mapping decisions, and clarifications.
10. Review implementation lineage and measure impact to identify downstream effects.
11. Use AI Chat Assist to answer context-specific questions during the implementation lifecycle.
12. Export the required specification or implementation information for workshops, mapping, testing, audit, or handoff.

You're all set

Once exported, share the output with stakeholders or attach it to your onboarding, testing, or audit records.