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)