BlueRoom- Project On-Boarding
Steps for practitioner
Table of For Onboarding steps – Refer Slide 3 to 27
Contents For revisiting onboarding history – Refer Slide 29 to 30
Completing an On-Boarding
Practitioner receives a mail
i.e an onboarding mail
with link to Blueroom
Alternatively they can also
click on Work in the menu
on the left handside in
Blueroom Tool and see
listed their items requiring
attention
Completing an On-Boarding
A new screen will show
you the
1) Project details
2)Project Assignee
Data section
3) Additional
Information section
4)On/Off-boarding
Checklist Items section
5)Comments section
Completing an On-Boarding
Open the sections and complete information required
in Additional info enter the field values, in case there are fields listed
in On/Off boarding Checklist Items perform all checklist items
to see the description for a task click on the '<' to expand the section
if item started but not yet completed update status to 'In Progress'
On/Off- once completed then select Item Status 'Complete'
boarding enter a completion date by clicking on the calendar icon and selecting a
date,
Checklist Items
enter comments on checklist item level if required
and upload documents if / when required
section if evidence is mandatory ensure it is uploaded or you will not be able to
submit as completed.
Note: Completion dates can be the current day or date in the past, it cannot be
a future date. Refer to snapshot in the next slide
Completing an On-Boarding
All checklist items assigned to practitioner to be addressed by the practitioner ,
by updating columns such as item status, date complete and upload evidence where required by
correct screen shot samples are attached in further slides
Completing an On-Boarding
Once you have completed the
checklist and confirmed that
data entered is accurate you can
click 'Submit'
If you have not completed all
items but wish to save work so
far pls click on 'Save and
Complete Later'
You can only Submit if -
all field values are entered
all checklist items have the
status "Complete"
and for Practitioner, the tick is
set for the checkbox item
Note: If all Checklist items are
NOT completed, you can not
submit the Checklist and an error
pop up will appear.
Completing an On-Boarding – DS&P Training
Read the DS&P Training Material provided below description under 4 th column.
Confirm that you have completed going through this material by marking the
Status as “complete” and update the Date. The date entered reflects the
date when you completed the training.
Checklist item - Confirm
DS&P project-specific
training completion
Completing an On-Boarding – PCI Coding Guidelines
Read the PCI coding Guidelines provided below description under 4th column.
Confirm that you have completed going through this material by marking the
Status as “complete” and update the Date. The date entered reflects the
Checklist item - New GBS date when you completed the training.
workforce member has read
the presentation on PCI
coding Guidelines
Completing an On-Boarding – AM Handbook
Read the AM Handbook provided below description under 4 th column.
Confirm that you have completed going through this material by marking the
Checklist item - If new GBS Status as “complete” and update the Date. The date entered reflects the
resource joined the AM date when you completed the training.
team (steady state), read the
Application Maintenance
Handbook
* This is applicable if you are
joining Application
Maintenance Team, if not
mark it as Not Applicable
Completing an On-Boarding – AD Handbook
Checklist item - If new GBS Read the AD Handbook provided below description under 4 th column.
resource joined the AD team
(projects), read the Project Confirm that you have completed going through this material by marking the
Management Handbook Status as “complete” and update the Date. The date entered reflects the
date when you completed the training.
* This is applicable if you are
part of Project Management
Team/Project Manager role,
if not mark it as Not
Applicable
Completing an On-Boarding – Access Request
Reach out to your Manager or Team Lead before raising access
to Air Canada Servers, applications or tools
Checklist item - Confirm
submission of access If you are part of Mulesoft/EIP Team - refer to Slide 14
requests If you are part of AMS Team or HRO Team – refer to Slide 15
If you are part of Mobile 3.0 or Loyalty Web Team – refer to Slide 16
If you are part of AI and Data ops Team – refer to Slide 17
Please note, if you need access to VPN – refer to Slide 13
Completing an On-Boarding if you need Air Canada VPN Access
Link : https://ibm.idaccesshub.com/
REACH OUT PM OR LEAD FOR Sample Snapshot
DETAILS
A. If you need access to Air Canada
VPN
Refer to document for the steps to
raise access
Microsoft Word
97 - 2003 Document
Completing an On-Boarding (For MuleSoft Resources only)
RITM Sample Snapshot
REACH OUT PM OR LEAD FOR
DETAILS
A. Pls. upload submission of RITM#
received as part of Canadian Form
Submission from IMAC team apart
from raising UAT access request
B. If you have access to Air Canada
Servers, pls. provide the snapshot
from UAT(UserID Administration
Tool). Refer to the snapshot on right
side.
UAT Sample Snapshot
C. If you have access to any other
tools such as Box, IPWC then share
the email evidence got from your
access coordinator or Team Lead or
PM mentioning that access has
been provided to such a system
Refer to document for the steps to
raise access in UAT
Document
Completing an On-Boarding (UAT Access Request )
UAT Sample Snapshot
REACH OUT PM OR LEAD FOR
DETAILS
A. If you have access to Air Canada
Servers, pls. provide the snapshot
from UAT(UserID Administration
Tool). Refer to the snapshot on right
side.
B. If you have access to any other
tools such as Box, IPWC such as
TRIRIGA, then share the email
evidence got from your access
coordinator or Team Lead or PM
mentioning that access has been
provided to such a system
Refer to document for the steps to
raise access in UAT
Document
Completing an On-Boarding for Mobile 3.0 and LoyaltyWeb
JIRA Sample Snapshot
REACH OUT PM OR LEAD FOR
DETAILS
A. To support application Mobile 3.0
and Loyalty Web, pls. provide
snapshot of access request raised or
granted for JIRA, Confluence,
Bitbucket etc.
B. If you have access to any other
tools such as Box, slack etc then
share the email evidence got from
your access coordinator or Team
Lead or PM mentioning that access BitBucket Sample Snapshot
has been provided to such a system
Completing an On-Boarding for Data and AI Ops
Data Sample Snapshot
REACH OUT PM OR LEAD FOR
DETAILS
A. To support Data and AI Ops
team, pls. provide snapshot of
access request raised or granted for
the client Systems with Datestamp
AI Sample Snapshot
Completing an On-Boarding
Checklist item The new GBS
workforce member is aware Confirm that you have awareness of the kind of data that you will have access to
of the type of information by marking the Status as “complete” and update the Date. The date
they will have access to (for entered reflects the date when you completed the training.
example, Client sensitive
personal information) in the
systems, applications or
databases they will have
access to
*Reach out to Team Lead or
PM for the overview
Completing an On-Boarding – Work Permit
If applicable, confirm that your work permit has been established.
Do not attach the work permit in Blueroom. Mark the Status as “complete” and
update the Date
Checklist item Confirm
establishment of work If not applicable, mark the status accordingly and update the comments
permit for GR resource
*Reach out to PM for more
questions
Completing an On-Boarding
For client work, if client provided machine is used or using
machine with Client image without access to IBM services,
If user is using system and so on then ignore slides 21.
Client
Mark the Checklist items listed below as Not Applicable
Provided and provided appropriate reasons under comments
Laptop or section
Laptop loaded
• New GBS workforce member’s PC is compliant with
with Client ITSS
image
Completing an On-Boarding
Link : https://beekeeper-v2.us1a.cirrus.ibm.com
Sample Mandatory Device Details Compliance Details
evidence to be uploaded
in blueroom. For
link/steps refer to
description against the
checklist item in
Blueroom
Beekeeper
Snapshot
Completing an On-Boarding
Link : https://ibm.idaccesshub.com/ECMv6/request/requestHome
Sample Mandatory Refer to the Steps below the complete the Data Type Registration and
evidence to be Privileged User Registration
uploaded in Pls. note Privileged User Registration will be applicable if you have access to Production environment or/and
blueroom. For Production data in any environment , access to source code used by IBM Clients
link/steps refer to
description against
Privileged User
Registration
Sample Snapshot
the checklist item in
Blueroom
Data Type and
Privileged User
Registration
Completing an On-Boarding
Confirm that you are aware of workstation usage restrictions according to IBM
Checklist item If the new Standards which you would have gone through in the DS&P Training Material
GBS workforce member will Mark the Status as “complete” and update the Date. The date entered reflects
have any privileged access, the date when you completed the DS&P training.
they are aware of
workstation usage
restrictions according to IBM
standards
Completing an On-Boarding – OSPG Training
Link to Training: https://yourlearning.ibm.com/#activity/EL01-00001160
Checklist item - Confirm Open Link to Certification: https://yourlearning.ibm.com/#learning/completed
Source Training
Sample Mandatory evidence
to be uploaded in blueroom.
For link refer to description
against the checklist item in
Blueroom
OR
If you already completed the
OSS training a year back, pls.
recertify the same by following
steps mentioned in the below
document
Microsoft Word
Document
Completing an On-Boarding – GDPR Training
1) Link to Training - https://yourlearning.ibm.com/activity/EL01-00001812
Checklist item - GDPR -
Complete Mandatory GBS
GDPR Training
Sample Mandatory evidence
to be uploaded in blueroom.
For link refer to description
against the checklist item in
Blueroom
Mark the Status as “complete” and update the Date.
Completing an On-Boarding – Security Plan
Read the Security Plan provided below description under 4 th column.
Confirm that you have completed going through this Plan by marking the
Status as “complete” and update the Date. The date entered reflects the
Checklist item - If new GBS date when you completed reading the plan.
resource joined the AMS
Project, read the Security
Plan
Completing an On-Boarding – USB Write Exemption
If applicable, provide the exemption snapshot else
Checklist item - If
applicable and a Corporate Mark the Status as “Not Applicable” with appropriate reasons and update the Date.
standard workstation
exemption is needed for this
workforce member, follow
the corporate process to
have this exemption
granted. This includes USB
Write exemptions or
Privileged Access operating
system exemptions.
My Onboarding History
To edit/view the on/off boarding record
Onboarding History
This option in the left handside menu allows the user to view all on / off boarding records for
themsleves as a practitioner.
It shows all in progress , to approve , completed , and cancelled on and off boardings.
User can sort using the sort buttons in the columns.
My
Onboarding
History
User can view records by clicking on the blue name field to open the record.
Onboarding History
The record will be displayed
My
Onboarding
History
Scroll down to checklist section to be edited. For example below snapshot is on edit on-board checklist.
Attach the missing evidences and save the record.
Please contact the below DS&P Team for further questions
Prathibha Thimmaiah/India/IBM
Pooja bs Patel/India/IBM
Thank You
