The creation of our new Resident Portal is to be completed by the Implementer/Support representative assigned to the task. This process no longer requres an additional task or scheduled deliverables from our development team. Below are the steps required to enable RP and communicate it with our customers.

1. Confirm that a contract has been signed to enable RP and other possible modules such as Online Ordering or Reservations.

2. Enable the correct licences under the Community page in the Back Office.

2a. DISCLAIMER - "Resident Portal Licensed" (Old) and "Customer Portal Licensed" (New) are separate functions. Both can be active in the case of an old > new transition but if this is a new install, only the New should be unless API/SSO is at play and the development is incomplete. If both options are flagged as "Yes" and the community has Single-Sign-on (SSO) with a third-party resident engagement platform (ie. Cubigo, Icon (Formerly Caremerge), Touchtown, etc.) then the single sign-on will involve the old version of our portal and not the new. If you want SSO to invoke the New RP, you must disable the Old Resident Portal license.

3. Upload a Community Logo and Community thumbnail under the Community page in the Back Office. Depending on the device/size of the screen utilzing the RP, it will either use the community logo (desktops) or thumbnail (smaller for phones/tablets).

4. Reference Tracker > Process to find the RP URL. For newer communities, the Links > Resident Portal URL should be poplulated with the Community Code. If this is not populated, the code should be the community name, without spaces, and removing any conjunctions or filler words. If you are unable to find the link, please ask a member of the Data Import Team.

Ex: https://portal.fullcount.net/cp/stillingsretirement which equates to the less visually appealing - https://portal.fullcount.net/customer-portal/login?communityId=17

5. Test your URL and confirm login is successful prior to communicating to our customers.

1. Gather the correct email attendees. Make sure to include the Dining Director, Business Office Manager, and the Executive Director if they are involved in the project.

2. Navigate to the J-drive to find two files needing attached - J:\FullCount\FC - Implementations\Templates - Operations\Communication Docs

2a. Announcing New FullCount Resident Portal_Letter Template

2b. Installing Portal on Mobile How-To Guide

3. Modify the "Announcement" document to reference specific community details including an updated URL, a customized QR Code, and community contact information.

3a. Google "Free QR Code generator" or visit https://www.qrcode-monkey.com/ to get your code and paste/select the file into your community-version of said doc.

4. Advise via email that each of these documents are guides to asssist their team in communicating this addition of RP to their residents.

5. Discuss the Primary Community Color and instruct them on their ability to modify this to their liking. We will continue to determine if this should be modified by us per a logo color picker but for now, the community will do this.

6. Assist the customers in adding RP login credentials plus email addresses proactively. If the customer would rather do a manual process, this is okay as well. Create a redmine task to pull a RP Credentials template for you if necessary.