Index > What you need to know and do before you start the OTS process
PREPARING FOR ONBOARDING
To ensure a successful transition to the OTS process, CPs should:
DECIDE
In-house or MAP
Evaluate their internal Capabilities and resources to decide between connecting iDrectly to the TOTSCo Hub or connecting indirectly through a Managed Access Provider.
RESOURCE
Allocate staff and time
Understand that while MAPs can provide substantial support, CPs must still actively engage in certain aspects of the process, for example data cleansing.
PREPARE
Realistic timeline
Begin preparations early, regardless of their size, to accommodate the learning curve
and potential challenges in the transition.
READ
Essential documents
Begin preparations early, regardless of their size, to accommodate the learning curve
and potential challenges in the transition.
DECIDE
Before onboarding, CPs face an important decision in their approach to onboarding to the TOTSCo Hub: connecting directly or connecting through a Managed Access Provider (MAP).
COMMON MYTHS ABOUT THE OTS PROCESS
Several myths and misconceptions about the OTS process can lead to inadequate preparation or delays in compliance. It is crucial to address these myths to ensure a smooth transition: