Self-Serve Analytics Onboarding & Safety Checklist

{ "Title": "Self-Serve Analytics Onboarding & Safety Checklist", "IntroductionHtml": "

Welcome — this checklist helps teams onboard a new self-serve analytics user safely and quickly. Use it to record training, request appropriate access, register datasets or models, confirm governance guardrails, and schedule a short follow-up review. Save progress at any time. Submissions are stored with the platform so teams can track readiness and compliance.

If you are unsure about any item, list it in Blockers so the onboarding lead can follow up. Typical completion takes 20–60 minutes depending on approvals.

", "SubmitLabel": "Save Onboarding Record", "SuccessMessage": "Onboarding record saved. Approvers and the onboarding lead will be notified if required.", "DataType": "SelfServeOnboarding", "SchemaVersion": "1.0", "Fields": [ { "Key": "user_name", "FieldType": "text", "Label": "User name", "HelpText": "Full name of the user being onboarded.", "Required": true }, { "Key": "user_email", "FieldType": "text", "Label": "Email", "HelpText": "Work email used for access and notifications.", "Required": true }, { "Key": "role", "FieldType": "select", "Label": "Primary role", "HelpText": "Select the role that best describes the user's typical work.", "Required": true, "Options": [ { "Value": "analyst", "Label": "Analyst / Data Explorer" }, { "Value": "power_user", "Label": "Power user / Report owner" }, { "Value": "data_consumer", "Label": "Data consumer / Business user" }, { "Value": "engineer", "Label": "Data engineer / Integration" }, { "Value": "manager", "Label": "Manager / Reviewer" }, { "Value": "other", "Label": "Other (specify below)" } ] }, { "Key": "team", "FieldType": "text", "Label": "Team or department", "HelpText": "Team the user belongs to (for routing approvals and reviewers)." }, { "Key": "start_date", "FieldType": "text", "Label": "Planned start / go-live date", "HelpText": "Optional: date the user will begin working with the platform (YYYY-MM-DD)." }, { "Key": "required_trainings", "FieldType": "checkbox", "Label": "Required trainings completed", "HelpText": "Check off trainings the user has completed. At least core items should be completed before production access.", "Options": [ { "Value": "data_literacy", "Label": "Data literacy / interpretation" }, { "Value": "data_security", "Label": "Data security & handling" }, { "Value": "platform_basics", "Label": "Platform basics (UI, datasets, sandbox)" }, { "Value": "modeling_querying", "Label": "Modeling & querying fundamentals" }, { "Value": "viz_best_practices", "Label": "Visualization & dashboard best practices" } ] }, { "Key": "training_quiz_link", "FieldType": "text", "Label": "Training quiz or certification link", "HelpText": "Link to the quiz or certificate (if you use a short assessment)." }, { "Key": "access_requests", "FieldType": "checkbox", "Label": "Access requested", "HelpText": "Select only the access required for the user's tasks. Avoid broad or permanent export rights unless justified.", "Options": [ { "Value": "sandbox", "Label": "Sandbox / isolated workspace" }, { "Value": "prod_reporting", "Label": "Production reporting dashboards (view)" }, { "Value": "data_model_layer", "Label": "Modeling / semantic layer (create/edit)" }, { "Value": "data_export", "Label": "Data export / extract capabilities" }, { "Value": "admin_tools", "Label": "Admin / system configuration" } ] }, { "Key": "access_approvals", "FieldType": "textarea", "Label": "Approvals (names & date)", "HelpText": "List approvers and the date of approval. Include manager and data owner approvals when relevant.", "Required": false }, { "Key": "sample_project_link", "FieldType": "text", "Label": "Sample project / sandbox link", "HelpText": "Provide a link to the user's sample work in the sandbox or a sample report to review." }, { "Key": "data_sensitivity", "FieldType": "radio", "Label": "Primary data sensitivity level for intended work", "HelpText": "Helps determine access and controls required.", "Options": [ { "Value": "public", "Label": "Public / Non-sensitive" }, { "Value": "internal", "Label": "Internal" }, { "Value": "confidential", "Label": "Confidential" }, { "Value": "restricted", "Label": "Restricted / Regulated" } ], "Required": true }, { "Key": "data_owner_confirmed", "FieldType": "yesno", "Label": "Named data owner confirmed", "HelpText": "Has a data owner been identified and agreed to support this user's work?", "Required": true }, { "Key": "transformations_documented", "FieldType": "yesno", "Label": "Transformations / lineage documented", "HelpText": "Are transformations used by the user's reports registered and documented so results are reproducible?", "Required": true }, { "Key": "dataset_registration_done", "FieldType": "yesno", "Label": "Datasets registered in the catalog", "HelpText": "Has each dataset the user will use been registered in the data catalog with owner and sensitivity?", "Required": true }, { "Key": "expected_reviewer", "FieldType": "text", "Label": "Assigned reviewer or onboarding lead", "HelpText": "Person who will validate the sample work and confirm readiness." }, { "Key": "followup_review_date", "FieldType": "text", "Label": "Follow-up review date", "HelpText": "Schedule a brief review (recommended 2–4 weeks after first production use). Use YYYY-MM-DD format." }, { "Key": "readiness_rating", "FieldType": "scale", "Label": "Readiness confidence (1–5)", "HelpText": "How confident is the reviewer that this user can work safely and effectively?", "Min": 1, "Max": 5, "Step": 1 }, { "Key": "blockers", "FieldType": "textarea", "Label": "Blockers or follow-up actions", "HelpText": "List any unresolved blockers, required follow-up tasks, or outstanding approvals." }, { "Key": "escalation_contact", "FieldType": "text", "Label": "Escalation contact", "HelpText": "Name and contact for security or access escalation (e.g., Data Governance lead)." }, { "Key": "confirmations", "FieldType": "checkbox", "Label": "Governance confirmations", "HelpText": "Confirm the following items before granting broader access.", "Options": [ { "Value": "trainings_done", "Label": "Completed required trainings" }, { "Value": "appropriate_access", "Label": "Requested only appropriate access" }, { "Value": "datasets_registered", "Label": "Registered datasets and owners confirmed" }, { "Value": "transformations_doc", "Label": "Transformations documented and reproducible" }, { "Value": "agreed_reuse_rules", "Label": "Agreed to reuse, lineage, and sharing rules" } ], "Required": true }, { "Key": "final_confirmation", "FieldType": "yesno", "Label": "Final confirmation", "HelpText": "I confirm the user is ready to use self-serve analytics in accordance with organizational policies.", "Required": true }, { "Key": "additional_comments", "FieldType": "textarea", "Label": "Additional comments", "HelpText": "Optional notes for the onboarding record." } ] }