The Forwood One onboarding process is designed to take your organisation smoothly from initial setup to technical go-live. It follows clear onboarding steps, defined responsibilities, and close collaboration between Forwood and your project team.
By completing the actions below, you will unlock the key Forwood One features and prepare your organisation for a successful launch.
What You’ll Find in This Guide
What information you need to provide
Main setup steps and responsibilities
Technical onboarding activities
Main onboarding touch points
Timeline and onboarding milestones
What happens after onboarding
Required Inputs from Clients
Before Forwood can begin configuring your Forwood One tenant, your organisation will need to provide the following information.
Tenant & Environment Information
Preferred tenant name
Preferred URL subdomain e.g.
https://yourorganisation.forwood.oneRequired hosting region:
Australia (AU)
United States (US)
Europe (EU)
Company Structure & Site Taxonomy
Organisational hierarchy and operational structures, including:
Business units
Regions
Sites
Example:
Company > Region > Site
This structure is used throughout Forwood One for:
Permissions
Reporting
Workflows
Notifications
Operational visibility
For more information, go to: [insert taxonomy article link].
Project Team Users
List of onboarding and validation users, including:
First name
Last name
Email address
Required role
Site or company assignment
Single Sign-On (SSO) Requirements
If your organisation requires SSO, your IT team will need to provide:
Identity provider details
Federation metadata
SAML configuration information
Your CSM will provide an SSO set up guide for you to complete and return.
For more information, go to: SSO
Setup Steps & Responsibilities
Once Forwood receives the required inputs, we begin configuring your Forwood One environment. Technical setup performed by Forwood includes:
Tenant creation
Configuration of modules & features
Setup of your organisational hierarchy and operational site structure.
Setup of project team users
SSO configuration
Once tenant setup is complete, Forwood will work with your project team to validate:
User access
SSO authentication
Modules and feature scope
Company and site scope
Next Steps: Configure Operational Content
Once tenant validation is complete, the next phase of onboarding focuses on configuring operational content within Forwood One. This may include:
Risk and control library configuration
Checklist library configuration
Module-specific forms and templates
Workflow configuration
These activities ensure the platform is configured to support your organisation’s operational processes and reporting requirements.
For more information, go to: [insert risk/control library, checklist library, form builder article links].
Onboarding Touch Points
Throughout onboarding, you can expect the following interactions:
Project Kick-Off Meeting
Forwood reviews required inputs, setup steps, responsibilities and confirms with the customer what the success criteria are and what their main objective is in using the Forwood One solution.
Regular Project Meetings
Held with your project team to:
Monitor progress
Remove blockers
Follow up on actions
Site Admin Training
Training materials and guidance for your Forwood One administrators, helping them learn how to manage the system.
What Happens After Onboarding?
Once onboarding is complete, your organisation transitions into Business-as-Usual (BAU) support. This includes:
Ongoing Help & Support
Access to:
Support documentation
Learning resources
Knowledge base articles
Product guidance
Regular Customer Success Engagement
Your Customer Success Manager may coordinate regular meetings covering:
Questions or issues
Product updates
New features
Adoption support
Operational optimisation
This ensures your organisation continues receiving support after go-live.
Need Help?
If you have questions or require additional assistance, contact your Forwood Customer Success Manager or email our Support Team at help@forwoodsafety.com.