Welcome to Quandri! This checklist will help you prepare everything needed before your Activation Meeting. Completing these steps in advance are critical in order to activate your Quandri platform.

Before You Begin

Timeline: Complete these items before scheduling your Activation Call.

Who Should Complete This: Epic Administrator + IT Team (for MFA/email setup)

Questions? Contact your Quandri Implementation Manager

1. Provision New Epic License

What You Need to Do:

1. Acquire one or more Epic licenses from Applied (required number will be stated in your MSA)
2. Create a new Epic user/employee account dedicated to Quandri
3. Assign an Epic license to this user
4. Set up MFA/SSO
   • If NO MFA/SSO: You can use our generic email: reporting@quandri.io
   • If YES MFA/SSO: Create a new email account (Note: The email address is tied to your Epic login credentials. If you use MFA or SSO, you'll need a self-hosted email account that's compatible with your authentication provider.)
     • QuandriAnalyze1@YourAgency.com
     • QuandriAnalyze2@YourAgency.com (for additional users)
5. Use a distinct User Code and Name (we recommend: QUAND01 / Quandri Analyze)
   • Note: If you're setting up multiple Quandri users, use sequential codes (QUAND02, QUAND03, etc.)
   • User Code: QUA001
   • Employee Code: QUAND01
   • Name: Quandri Analyze
6. Assign an Employee Code to the new user
7. Set User type to "User"
8. Ensure correct Database access is granted
9. Remove the "Force password change" checkbox
10. Grant all required user permissions listed below
    • * = Temporary View-Only permissions for Quandri to complete setup
    • Note: You can also add us to your Producer security group, then double check the list below to make sure all required permissions are granted. 

Why This Matters:

Quandri needs a dedicated Epic license for our team to access your policy data and interface settings for troubleshooting purposes. The Epic SDK will handle the policy review process; the user is primarily for Quandri technical support.

2. Epic SDK Integration

1) If you already have the Epic SDK license:

1. Confirm you have the Epic SDK installed and accessible
2. Gather the following SDK information:
   1. Epic SDK Proxy URL
   2. SDK Authentication Key
   3. Database Name

Keep this information ready. Your Implementation Manager will ask you to input the SDK credentials directly in the Quandri platform.

2) If you do not have the Epic SDK license:

Quandri will work with Applied Systems to provision your Epic SDK license. For this, we will require you to:

1. Provide the following details:
   1. Customer Name
   2. Applied Customer ID (**this is your Epic Enterprise ID**)
   3. Customer Contact Name
   4. Customer Contact Email (** this is the contact that will receive Applied's agreement via DocuSign)
2. Complete the DocuSign agreement from Applied, and inform your Implementation Manager. 

Why This Matters:

The SDK allows Quandri to integrate deeply with Epic, enabling automated policy processing and activity creation. It also allows Quandri to write data back into Epic, such as activity notes and Connect email attachments.

What Happens Next?

Once you've completed this checklist:

1. Quandri Review: We'll audit your configuration and flag any issues
2. Schedule Activation Meeting: Once approved, we'll schedule your 2-hour Activation Meeting