Three Notebooks Completion Checklist

Notebook 1: Tenant & Common Masters

• [ ] Authentication successful
• [ ] Tenant(s) created
• [ ] Branding uploaded
• [ ] Departments created
• [ ] Designations created
• [ ] Complaint types created

Notebook 2: Boundary Setup

• [ ] Authentication successful
• [ ] Hierarchy created/selected
• [ ] Template generated
• [ ] Boundaries filled
• [ ] Boundaries processed successfully

Notebook 3: Employee Onboarding

• [ ] Authentication successful
• [ ] Dynamic template generated
• [ ] Employees filled
• [ ] Employees uploaded
• [ ] All employees SUCCESS or corrected

When to Use Which Approach?

Scenario	Recommended Approach
First-time complete setup	Single DataLoader.ipynb OR all 3 notebooks
Only adding new employees	Notebook 3 only
Only adding new boundaries	Notebook 2 only
Different teams for different phases	3 separate notebooks
Re-running failed phase	Specific notebook only
Learning/Training	3 separate notebooks (easier to understand)