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These are the Steps required:

1. We have a Calendar created with the available slots per day.   Once you pick a date and time, see if the Site software can be done the day before. You will want the Site controller changed on a Monday to Thursday date, so as, to not have the Transaction file change on a  Saturday or Sunday. 
2. Contact SITE SOFTWARE provider, to have the PT 3.0 update scheduled for the day before the BILLING date (Irely date).
   1. If you have to schedule a Friday, Saturday or Sunday. Irely will not be able to help with the transaction file until the Monday or Tuesday following. So keep that in mind.  We will only schedule 5  Marketers for any given date.    
   2. If the Site controller date update cant be set, to the day before the Irely Date chosen, restart the process. Pick a new Irely Date, repeat steps above.Once you have good dates for the SITE and OFFICE, do step 3finished on the date chosen.  Notify FleetCor and iRely as soon as you know, so adjustments can be made.

1. Contact FleetCor to have the NETWORK update scheduled.
   1. Call FleetCor and get a NETWORK date scheduled to match the SITE controller change date. Again You will want to make this a Monday to Thursday date, so as to not have the Transaction file change on a Saturday or Sunday.Once you have all three dates set, go to step 5.
2. Call/Log into  iRely HELP DESK: 
   1. Once you have a date with FleetCor and the Site controller software company. Log onto iRely Help desk and update the your Help Desk ticket. (  https://helpdesk.irely.com    ). The Ticket name will be “FleetCor PT 3.0 Conversion for : (Your company name) “.
   2. Set Update the Due Date in the left hand side to the first working day after your SITE/NETWORK scheduled change dateinformation in the.  The BILLING (iRely Date)!   Again avoid Friday and weekend dates if at all possible.  

1. Update the Description Section Steps with the dates for SITE, NETWORK and BILLING.
2. If your SITE schedule date changes, immediately contact FleetCor to change the NETWORK date. Then please log onto the Help Desk Ticket and change the due date to the first working day after the new SITE/NETWORK change date. If that date is already full, we will bump you to the next available day.

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