Viewing and editing a customer's onboarding checklist information

Last published : Apr 17, 2026
A potential client is normally required to complete an onboarding checklist questionnaire as a prerequisite to provisioning. The information from this checklist can be recorded in the Arctera Insight Management Console. The answers to the questions help to ensure that the correct settings are configured during the implementation of the archive. You can view or edit the checklist information, for example if you want to record a change in the customer's email environment.
To view or edit a customer's onboarding checklist information
  1. In the left navigation pane of Customer Service click Customers. Then select the required customer from the customer list, to display the Customer Details page.
See Finding a customer in the customer list.
  1. From the list of tabs along the top of the main pane, select the Onboarding Checklist tab.
  2. The checklist contains editable fields for each checklist question. Edit the entries, if required.
    Note: The Journaling Estimator function in step 5 of the checklist no longer works.
  3. If you make changes to the checklist, click Save to save the changes.
Related information