Setup
This exact naming pattern—no special characters allowed—is required when you create a new Customer Group in Outlook.
What is CUST (Full Customer Name) (State)?
Name two of the specific fields you’re expected to add when posting the SharePoint URL to the Implementation Board.
What are any two of the following: Customer Access #, PM Shadow, 1st Day of School, Consultant, Go Live Trainer, Student Count?
If either internal staff or customers cannot see any folders in a Customer Group, PMs should verify that this specific role has not been removed from Manage Access.
What are Members
This chemical element is the most abundant in the universe.
What is hydrogen?
I started working at Skyward in 2005 and worked in Human Resources for some time.
Who is Sandy?
In Microsoft Teams, this is the creation path you use to link a newly created Outlook group to a Team.
What is Create Team → More create team options → From Group?
To brand the Customer Group site, you open this SharePoint panel to set the site logo which should be the school/district you're working with.
What is Change the look → Header → Site logo?
These specific documents are introductory to a new customer providing detailed information on different phases of the implementation such as migrations.
What are the Welcome Letters?
This Asian capital city was formerly known as Edo until 1868.
What is Tokyo?
I have completed hundreds of different projects and implementations so far, including one of our largest SIS customers in the state of TX
Who is Sandy?
Who are Project Management and Customer Success Admin staff.
These areas should be updated on our Customer SharePoint homepage to be specific to each customer?
Hint - what 3 areas of the homepage
What is Welcome Message (status meetings, hyperlink), Implementation Teams, Database links
Almost all of the documents that are originally stored in the Business/Student - Internal > Scope Documentation folder should be move to this folder after they are updated so the district can view.
What is the Customer > Scope Documentation folder?
This color is what you get when red and blue finally agree to work together.
What is purple?
My very first implementation was for Lake Country School District. This was a student cross sale, and Nacny Kuehl was the main contact.
Who is Sandy?
After creating the Team, you add these two internal channels (as applicable) and rename General to this single word.
What are Business – Internal, Student – Internal, and Customer?
After stopping permission inheritance at the document library, you downgrade Members to this permission, grant several corporate groups Edit, and ensure the Customer folder gives this access to customer Members while Business/Student – Internal give none
What are Read (for Members), Can View (on the Customer folder), and No Direct Access (on the Internal folders)?
This document can be used for an implementation to help track and identify potential pitfalls during the implementation that can arise to complement the scope document.
(Hint: It was introduced Jan 1)
What is the risk register?
This is the only planet in our solar system known to rotate clockwise on its axis.
What is Venus?
I am a team manager and my first two employees were Alex Nelson and Miranda Ackerlund
Who is Sandy?
Even if SharePoint warns the URL is “invalid,” you still attach the Customer Group document library URL to the RMS PO so this larger department can access the documents folder without adding every staff member every time.
Who is Customer Success
Within Customer Assignments, customers can edit this folder, but Completed and Unscheduled Assignments must be restricted with this specific download setting.
What are Can Edit (on Customer Assignments) and Can’t Download (on Completed and Unscheduled)?
If a customer signs the NDA late, you must re‑add them to this specific folder—making sure to uncheck the Notification box when granting access.
What is the Recordings folder?
This U.S. national park, established in 1872, was the first national park in the world.
What is Yellowstone National Park?
In 2008 for Halloween I dressed as a hippy and had some groovy bell bottom pants. The theme was "through the decades"
Who is Sandy?