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Onboarding Summary Checklist

Use this list for Google Space Task List

01-MHS CONTRACT ENGAGEMENT
02-EGNYTE SERVER DEPLOYMENT
03-TRANSITION NOTIFICATIONS
04-DATA COLLECTION
05-WORKSPACE DEPLOYMENT
05a-HOA Email
05b-BOD Email Group
05c-ACB Email Group
05d-Shared Calendar
06-VMS TASKS
06a-New Property Licensing
06b-Unit Data Import
06c-Accounting Data Import
06d-Web Group Setup
06e-Property Setup
06f-Community Setup
06g-Compliance Setup
06hDelinquency Setup
06i-Employee Setup
06j-Insurance Setup
06k-Meta Data Setup
06l-Web Portal Setup
06m-FAQ Setup
07-ACCOUNTING SETUP
08-BANKING SETUP
09-OFFICIAL RECORDS SETUP
10-SMARTWEBS SETUP
11-AVIDXCHANGE SETUP
12-HOMEWISE SETUP
13-WUFOO SETUP
14-WEB SERVICES SETUP
15-SOUTHDATA SETUP
16-WORK ORDER MODULE SETUP
17-STORE SETUP/DEPLOYMENT
18-OFFICE RESOURCE SETUP
19-CALENDAR EVENT SETUP
20-INSURANCE SETUP
21-SITE EMPLOYEE TRANSITION
22-PROPERTY SIGNAGE SETUP
23-STATE COMPLIANCE SETUP
24-VENDOR TRANSITIONS
25-KICKOFF MEETING
25a-Manager Assignment
25b-Community Welcome
25c-Board training
25d-ACB Training
25e-Board Meeting
25f-Billing

BOARD ONBOARDING DATA FORMS
https://mhspns.wufoo.com/forms/m1xkoo6y13tsdnh/ (Getting Started)
https://mhspns.wufoo.com/forms/m1xkoo6y13tsdnh/ (About the Property)
https://mhspns.wufoo.com/forms/mi0g87u0ku3ieg/ (The Board of Directors)
https://mhspns.wufoo.com/forms/m18hpxmm0w4offf/ (The Architectural Committee)
https://mhspns.wufoo.com/forms/mj9fice0haukfd/ (Vendor Information)
https://mhspns.wufoo.com/forms/mzv39bk0bjdiho/ (Accounts Payable Process)
https://mhspns.wufoo.com/forms/z1qcjxap0128scs/ (Delinquency and Collections)
https://mhspns.wufoo.com/forms/z1wb8e2r02bnx17/ (CCR/Rule Enforcement)
https://mhspns.wufoo.com/forms/m1erm0jb1pglx76/ (MHS Sign Install)
https://mhspns.wufoo.com/forms/zdpbhi118rk2zy/ (Architectural Services)
https://mhspns.wufoo.com/forms/zayll41aqwqgy/ (Bank Signor Setup)

TASK ASSIGNMENT FORMS (Onboarding agent to assign to a team member)
https://mhspns.wufoo.com/forms/m11qtru00m6bndc/   (Calendar Events)
https://mhspns.wufoo.com/forms/m1vtd9ci0ay3mfo/   (Office Resources)
https://mhspns.wufoo.com/forms/mz3zsaq1c00znn/    (Southdata/OSG)
https://mhspns.wufoo.com/forms/m1id7y090y2ll3s/   (Smartwebs)
https://mhspns.wufoo.com/forms/m1a5bb7u0fw7wgs/   (Banking Setup)
https://mhspns.wufoo.com/forms/m1bhp60q1myb30m/   (Work Module)
https://mhspns.wufoo.com/forms/m1o181yu19dw0qy/   (Vendor COA)
https://mhspns.wufoo.com/forms/m1erm0jb1pglx76/ (MHS Sign Install)
https://mhspns.wufoo.com/forms/m1a2sff70rh4e7f/ (Web Page)

Official Records Upload
Homewise Setup
Wufoo Setup
VMS Setup
Compliance Setup (contracts, registrations, licenses, permits, facility access)Manager Assignment
Kick-Off Meeting / Training Event

TASK COMPLETION FORMS
https://mhspns.wufoo.com/forms/m1ccp9740yyojkr/ (Task Completion/Vendor COA)
Official Records Upload

Updated on October 6, 2025
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