Main Tasks for a Forget Me Not® Trial

Learn about the main tasks required to make a Forget Me Not® Trial successful

Before Forget Me Not® is rolled out to the participants in an organisation, it’s important to perform some tasks to ensure things run smoothly. These tasks can be self managed by you and can also be done with the assistance with the Forget Me Not® team where noted.

The tasks performed will be slightly different depending on the type of trial you are doing

Forget Me Not® with Learner App / Learner Web
Forget Me Not® Freestanding

Forget Me Not® with Learner App / Learner Web

This is a trial where participants will use a mobile phone or computer to access Forget Me Not®.

ID	Tasks to be performed	Description of the tasks performed
1️⃣	Trial Prerequisites	You will ensure all trial prerequisites are ticked off: You have completed the Trial Configuration Checklist All participants have access to a work or personal mobile phone, tablet or computer All participants have access to a work or personal email account Your IT department have reviewed our Privacy Policy
2️⃣	Pre-Launch Technical Checks	The Forget Me Not® team will work with champions or selected staff to: Check for successful email communications Check for successful installation of our App on work devices Check for successful operation of Learner App Check for successful operation of Learner Web
3️⃣	Pre-Launch Participants Data Request	The Forget Me Not® team will request participant data such as name, email and group allocations to be provided in the supplied file prior to the trial launch
4️⃣	Pre-Launch Participants Notifications	You should communicate with participants about the trial and what to expect (refer to Collateral for Forget Me Not® Trials)
5️⃣	Active Trial Notifications	You should communicate with participants during the trial to promote awareness and increase engagement
6️⃣	Post Trial Reporting	The Forget Me Not® team will provide reporting during and at the end of the trial on how participants performed

✅ As part of the trial process, key staff may be required to be involved in some of the technical checks will receive an email with steps so they can perform the checks.

Forget Me Not® Freestanding

This is a trial where participants will only use Forget Me Not® Freestanding Kiosks to access Forget Me Not®.

ID	Tasks to be performed	Description of the tasks performed
1️⃣	Trial Prerequisites	You will ensure all trial prerequisites are ticked off: You have completed the Trial Configuration Checklist All participants have access to a work or personal email account Your IT department have reviewed our Privacy Policy Forget Me Not® Freestanding Kiosk locations have been determined and meet the installation requirements
2️⃣	Pre-Launch Technical Checks	The Forget Me Not® team will work with champions or selected staff to: Check for successful email communications Check for successful installation of Freestanding Kiosks Check for successful operation of Freestanding Kiosks
3️⃣	Pre-Launch Participants Data Request	The Forget Me Not® team will request participant data such as name, email and group allocations to be provided in the supplied file prior to the trial launch
4️⃣	Pre-Launch Participants Notifications	You should communicate with participants about the trial and what to expect (refer to Collateral for Forget Me Not® Trials)
5️⃣	Active Trial Notifications	You should communicate with participants during the trial to promote awareness and increase engagement
6️⃣	Post Trial Reporting	The Forget Me Not® team will provide reporting during and at the end of the trial on how participants performed

✅ As part of the trial process, key staff may be required to be involved in some of the technical checks will receive an email with steps so they can perform the checks.