---
description: >-
  An onboarding guide for staff members who want to learn about Kibu's Admin
  Tooling
---

# Getting Started for Documentation Users

This guide is here to help. Kibu provides a powerful platform that enables organizations to efficiently track service hours, documentation, medical information, and life plan goals—all from a phone or laptop.

The video below walks you through a typical "day in the life" of an organization using Kibu's admin tools. Below that, you’ll find answers to common questions for key implementors to ensure a smooth onboarding experience.

{% embed url="https://www.youtube.com/watch?v=k1uG7NStoKg" %}
A Brief Tour of Kibu for Admin Tooling (6:36)&#x20;
{% endembed %}

### **Will My Kibu Dashboard Look Exactly Like the One in the Video?**

Likely not. Every organization has its own set of groups and customizations for attendance, time tracking, and note templates. The key Kibu implementors at your organization will work closely with Kibu's Head of Customer Success, [Ben Wallace](https://www.linkedin.com/in/benfwall/), to build a customized setup that works for your team.

### How Should I Prepare for Kibu Onboarding?

* **Prepare your roster** of all your staff and members. Understand which roles each staff member requires in [our User Management article](../reference/user-management). We can input data directly into Kibu or perform bulk uploads with an Excel spreadsheet.
* **Think about how your people will be grouped** (by location? by program? by room?). A good group typically has 5-20 members.
* **Think about your note template**. What questions should your staff answer about each member on each day? Note templates consist of short text, long text, dropdown, checkbox, and number selector options. A good note template has 1-4 questions.
* **Will you be adding life plan goals of your members onto Kibu?** If so, do you expect staff to answer daily questions about them? For example, if Athena has a goal of improving social skills, you can ask a simple "Did Athena work on her social skills today" Yes/No question. Work with the Kibu team on what those might look like.
* **Do you need time tracking in Kibu?** Some states only need "Present" or "Absent" for reporting, while others need the exact time they entered and left the facility. How are the rounding rules/units tracked for time?
* **Develop a plan with Kibu for staff-wide training**. We can do a live video call, pre-recorded videos, and more. We're here to help!

### How Do I Report Ongoing Feedback, Questions, and Issues to Kibu?

[Ben Wallace](https://www.linkedin.com/in/benfwall/) will be your designated support rep for all things Kibu! Any Kibu user can email ben.wallace@kibuhq.com at any time. You can also schedule a video call with him on [his booking calendar](https://cal.com/ben-wallace/30min).

