Onboarding Questionnaires

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Welcome to Jolera. Before beginning the onboarding journey, please download the relevant files below for the products and services you have signed up for. After you fill out the information required, please scroll down and select your proper onboarding questionnaire to get started. Once all relevant information is collected your project manager will be in touch within 2 business days.

Secure IT

Virtualize IT

Store IT

Consult IT

Manage IT

Support IT

Migrate IT

Connect IT

Monitor IT

Onboarding Questionaires

Before you begin filling out your questionnaie make sure you have downloaded the relevant files for the products and services you have subscribed to and filled them out. Most of the questionnaires will ask you to upload these files.

 

Secure IT Firewall - Velocity
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Personal Data Agreement
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Store IT Hybrid Backup Velocity
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Field is required!
Personal Data Agreement
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Secure IT Endpoint
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Field is required!
Field is required!
Field is required!
Field is required!
Personal Data Agreement
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Secure IT WiFi
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Field is required!
Field is required!
Field is required!
Field is required!
Personal Data Agreement
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Secure IT SIEM

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Secure IT Mail

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Secure IT Training

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Support IT

Partner Contact Information

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Client's Contact Information

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Client's Services Selected

Support IT Help Desk
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Service Board as a Service
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Portal Access - Management

Does the client require access to the support portal?
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Field is required!
Field is required!
Field is required!

Portal Access - Users

Does the client require users to access to the support portal?
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End-User Onboarding and Offboarding

Do you require Jolera to handle user onboarding and offboarding?
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If yes, do you currently have a user onboarding and offboarding template/Standard Operating Procedure covering all required procedures?
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*If no template currently exists, Jolera will provide an end-user onboarding and offboarding template.

General Site Info

Network Diagram

Is there currently an updated network diagram for the environment?
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*If yes, please provide a copy as an attachment.

Upload your documents...
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Support Site and Office Locations

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Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!

Supported End-User List

Please upload the User Contact Template in the Appendix to list all supported users and contact information.

Upload your documents...
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Line of Business and Custom Application List / Other

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Manage IT

Partner Contact Information

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Field is required!
Field is required!
Field is required!
Field is required!

Client's Contact Information

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Field is required!
Field is required!
Field is required!
Field is required!

Client's Services Selected

Please select all of the Manage IT SKUs that have been chosen:
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Service Board as a Service
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Portal Access - Management

Does the client require access to the monitoring portal?
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Field is required!
Field is required!
Field is required!

Portal Access - Users

Does the client require users to access to the monitoring portal?
Field is required!

Critical Escalation Path

Do you require a critical escalation path?
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*If yes, please upload the critical escalation path excel file.

Upload your documents...
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End-User Onboarding and Offboarding

Do you require Jolera to handle user onboarding and offboarding?
Field is required!
If yes, do you currently have a user onboarding and offboarding template/Standard Operating Procedure covering all required procedures?
Field is required!

*If no template currently exists, Jolera will provide an end-user onboarding and offboarding template.

General Site Info

Network Diagram

Is there currently an updated network diagram for the environment?
Field is required!

*If yes, please provide a copy as an attachment.

Upload your documents...
Field is required!

Support Site and Office Locations

Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!

Supported End-User List

Please upload the User Contact Template in the Appendix to list all supported users and contact information.

Upload your documents...
Field is required!

Line of Business and Custom Application List / Other

Field is required!
Signature college 2
Please sign here
Signature college 1
Please sign here

*If no template currently exists, Jolera will provide an end-user onboarding and offboarding template.

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