Transitioning your agency to Canvas is a straightforward process. Follow these three steps to get started:

Step 1: Express Interest

Before committing, we want to ensure Canvas is the right fit for your program.

Fill out the Canvas Interest Form. * Have questions? If you’re not quite ready to apply, email our team at aecanvas@scoe.net. An OTAN specialist will reach out to discuss your specific needs.

Step 2: Identify Your Team

When you fill out the formal application, you will need to designate staff members for four key roles. In many adult education programs, one person may hold multiple titles, and that is perfectly okay!

Canvas Roles
Role	Primary Responsibility
Agency Contact	The primary supervisor for the Canvas project at your site.
MOU Contact	Handles the legal/contractual side, ensuring signatures and agreements are current.
Canvas Administrator	Manages the backend (settings, permissions, terms, and SIS imports).
Field Administrator	The technical lead who works with Canvas Support to troubleshoot agency-level issues.

Step 3: Submit Your Application

Once you have identified your team and are ready to move forward:

Complete the Canvas Application Form.

Important Tips for Success

The "Many Hats" Rule: Don't let a small staff stop you. If your agency is small, it is common to list the same person for the Agency, Canvas Admin, and Field Admin roles.
Support: Once your application is processed, OTAN provides guidance to help your designated administrators get up to speed on their new roles.
Communication: Ensure the email addresses provided in the application are monitored regularly, as these will be our primary points of contact for updates and technical alerts.