Implementing Customer Sandbox Request
Approval needed by PO or PdM
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Implementing customers must request via ticket for tracking
IC to create Tier 1 Support ticket
Assign to Mark Davis and add Austin Servantes as a follower
Ticket title: Apteryx Sandbox - Office Name
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Request should be tracked in implementations Sandbox tracking spreadsheet Apteryx Customer Sandbox Log.xlsx
Customer name
Customer PoC
Approved by <implementations PoC>
Ticket number
Site name
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Sites Dash > Create Site
Site Name: <ticketnumber>.Apteryx.net
Site Region: Any available Apteryx, Dentiray ONLY region with availability (not showing full, NOT OEM)
Note: You may only highlight/select an open region, but selector may default to an ONLY FULL region. This is ok and is a known display issue.Practice Name: Customer Salesforce name
Salesforce ID: Customer’s Salesforce ID
Plan: Trial
Demo/Trial: Trial
Expiration Date: 30 days from creation date
Automatically Terminate Trial Site: Checked
Allowed Capture Tokens: 0
3D Module Enabled: unchecked
R & D Enabled: unchecked
User Based Location Switching: checked
User Based Location Management: checked
Apteryx Online Capture Enabled: Checked
Max Locations: 2
Add at least 1 location, filling out relevant details, email entered will be default admin account
Default Location: Something selected
Vendor Product: None allowed
Bypass Capture Station Check: unchecked
Create Site
Follow up after 31 days to ensure site is not in sites list
PoC must update tracking sheet to reflect deleted site
Integration Requests
Request should be tracked in Apteryx Integration Requests - Product Management - Internal - Confluence
Customer name
Customer PoC
Approved by <PdM>
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Sites Dash > Create Site
Site Name: <partner>.Apteryx.net
Site Region: Any available Apteryx, Dentiray ONLY region with availability
Practice Name: <Collaborating Company Name>
Salesforce ID: Partner Integration Request
Plan: Trial
Demo/Trial: Trial
Expiration Date: 30 days from creation date
Automatically Terminate Trial Site: Checked
Allowed Capture Tokens: 0
3D Module Enabled: unchecked
R & D Enabled: unchecked
User Based Location Switching: checked
User Based Location Management: checked
Apteryx Online Capture Enabled: Checked
Max Locations: 2
Add at least 1 location, filling out relevant details, email entered will be default admin account
Default Location: Something selected
Vendor Product: None allowed
Bypass Capture Station Check: unchecked
Create Site
Follow up after 31 days to ensure site is not in sites list
PdM must update tracking sheet to reflect deleted site