Onboarding
AI Vendor Onboarding Checklist
A structured checklist for onboarding an approved AI vendor from contract signature through go-live, covering security, privacy, legal, integration, and training.
Editorially reviewed: 2026-07-18
Pre-go-live reviews
Complete security review, privacy review, legal and BAA execution, responsible AI review, integration requirements, user-access provisioning, and training before final go-live approval.
Data-access classification
Document the data classification (no PHI, demographics, clinical, imaging, billing) the vendor will access and confirm controls match that classification.
Go-live gate
A final executive go-live approval confirms all onboarding items are complete and the vendor is ready for production use.
Frequently Asked Questions
Who owns onboarding?
A named internal owner coordinates security, privacy, legal, IT, and business stakeholders through the onboarding workspace.
What if onboarding stalls?
Blocked or awaiting-vendor statuses should be escalated with a target resolution date tracked in the onboarding workspace.
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