This article will introduce users to the Role Worksheet.
The Role Worksheets are attached at the bottom of this page. The Role Worksheet should be completed by the institution prior to Discovery and product implementations. All roles are required unless otherwise noted as optional or relevant to a specific tool not included in your contract. Please return the Role Worksheet to your main Anthology contact.
Links within the Role worksheet will lead you to descriptions of the specific role to provide help and guidance to understand the role and responsibilities necessary for your institution to effectively and efficiently onboard your solutions. The Role Worksheet can be filled out with the names and contacts of the campus individuals who will take on the aforementioned responsibilities.
Role Descriptions
Please review the role dictionary to support your selection of the best campus team members to support these roles. The roles are broken down into a product by product role description. Each role description will provide information on the following questions.
- What are the responsibilities of the role?
- What is the level of involvement and time commitment for the role in onboarding and implementation?
- What is the level of involvement and time commitment for the role after launch?
- On other campuses, what positions have held this role?
KEY - involvement levels
|
High |
Medium |
Low |
N/A |
The identified individual should be prepared to: |
Dedicate at least 3 hours a week to training or scheduled calls and action items associated with implementation. |
Dedicate around 1-1.5 hour a week to calls and action items. |
Updated on progress. May be included in conversations or assigned responsibility for an action item. |
Not involved at this level of implementation. |
You may navigate to the appropriate articles for your solutions sets to find the Role Descriptions or download the appropriate Role worj
Role Worksheet Directions
Who should complete this worksheet? or you may navigate to the appropriate article for your solutions sets.
This worksheet should be completed by the contract signer and/or senior sponsor and supporting team members. This is to be completed by the institution during on-boarding, prior to product implementations. All roles are required unless otherwise noted as optional or relevant to a specific tool not included in your contract.
How will this worksheet be used?
We will use this worksheet to coordinate schedules, meetings, and provide appropriate training and permissions within the toolsets. Please refer to the role dictionary for further descriptions, time commitments/levels of involvement, and examples from other campuses.
How do I complete this worksheet?
Review all potential roles and complete all those that are relevant. If you have questions, please reach out to your implementation consultant.
What else should I consider?
- An individual may fill multiple roles based on the goals and workflow of your institution and a role may be filled by multiple people. The individual(s) will be responsible for all actions and time commitments in each role. As decisions are made regarding the coordination, timeline, and roles of campus members, consideration of these factors will be essential to a successful implementation.
This worksheet should continue to be a reference for your campus and updates should be communicated to Campus Labs as necessary based on role
Please download the appropriate Role Worksheets below.
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