PHU Participation Checklist¶
Please complete the following items to participate in the automation pilot.
1. Set-Up and Communication¶
- Create a SharePoint folder for exchanging data and output files
- Start a Microsoft Teams chat for ongoing communication (contact our team if assistance is needed)
2. Choose Template Option¶
Documentation on template options is provided in the “Template Overview” file.
Select one option:
- Base Template (faster deployment)
- Custom Template (requires additional development time)
If custom, please provide:
- A description of desired customizations
- Example document (optional)
3. Prepare and Submit Data¶
Pull your Panorama report to obtain a list of overdue students.
Ensure:
- Correct file naming:
YYYYMMDD_YourPHU_EN.xlsx
YYYYMMDD_YourPHU_FR.xlsx
- Files uploaded to SharePoint folder
4. Provide Branding Assets¶
- PHU logo (.png or .jpeg)
- Signature image (.png or .jpeg, optional)
5. Administrative Information¶
Include in your submission:
- Date Panorama was generated
- Methods for clients to update records (e.g., website, fax, phone)
- Client information resources (e.g., immunization webpage, nurse phone line)