# 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

<figure><img src="/files/JtPOYuHXh9WZTH1AhgsV" alt=""><figcaption></figcaption></figure>

#### When to Use Which Approach?

<table><thead><tr><th width="292.55859375">Scenario</th><th>Recommended Approach</th></tr></thead><tbody><tr><td>First-time complete setup</td><td>Single DataLoader.ipynb OR all 3 notebooks</td></tr><tr><td>Only adding new employees</td><td>Notebook 3 only</td></tr><tr><td>Only adding new boundaries</td><td>Notebook 2 only</td></tr><tr><td>Different teams for different phases</td><td>3 separate notebooks</td></tr><tr><td>Re-running failed phase</td><td>Specific notebook only</td></tr><tr><td>Learning/Training</td><td>3 separate notebooks (easier to understand)</td></tr></tbody></table>


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