Regulator Onboarding Checklist

This checklist will outline the steps to get your Regulator account set up and your information migrated.

Step 1: Schedule your Onboarding Session

 

  • Schedule your Onboarding Session by clicking here

  • In this meeting, we will set up your initial Administrator account, set up billing (if you haven't already), and define the scope of your data migration into ApprentiScope

 

Step 2: Gather your Account Materials

 

Download a copy and fill out this template to send us the following information:


  • Apprentice Information

 

Step 3: Submit your Account Materials to Support

 

  • Once you’ve completed compiling the data above, please submit the materials to our Support Team via this form.
  • Our Support Team will migrate your data and reach out when we have successfully done so!

 

If you encounter any issues throughout this process, please submit a Support Ticket here​ or visit our Support Center.​