Make procedures a daily routine with Activated Checklists

Activated Checklists are the key to systematizing your workflow. They make it easy for your team to use your procedures in their day-to-day work by providing a control plan that communicates exactly how and when procedures should be used.

Checklists are created inside your Way We Do company manual, and provide a step-by-step guide for team members to follow when completing essential work tasks such as projects, audits, testing and evaluations and more. Each step in the checklist can be linked to an existing procedure, or include unique instructions that are specifically written for that step. Instructions are shown to the right of the steps in the list, and provide an easy reference for the person completing the checklist.

Activated Checklists

Whether a job is assigned to one person or it is a collaborative effort, an Activated Checklist will ensure that it gets done right. Each step in the checklist can be assigned to a specific role within your organisation and triggered by automated notifications so team members will know exactly what they need to do, and nothing is forgotten or left out.

Individual steps within the checklist can be marked as required or optional, and they can stand alone or be dependant on prerequisite steps. Additionally, team members can leave comments on each step to easily inform others of progress or problems along the way.

Checklists make it easy to ensure procedural compliance and monitor team work flow and progress.

Once a checklist is activated, managers and supervisors can monitor it remotely so there is no need to micromanage the team. You can also build in quality assurance and accountability by using the Supervisor Sign-Off option. If this option is activated within the list, the selected supervisor will automatically receive a notification when the checklist is completed and be required to sign off on the work that was done.

There is no need to create duplicate checklists for each team member. Multiple versions of each checklist can be active at the same time, and each one will have its own unique title. Any checklist that is abandoned early (before all steps are completed) will prompt the user to provide a reason for why the checklist could not be completed, so supervisors can quickly remedy any major problems and get work back on track.

Records of activated checklists, team member completions, and supervisor sign-offs are kept inside the Way We Do platform so it is easy to show evidence of procedural compliance at any time.

No matter how your team works, Activated Checklists will help them work better.

Checklists can be accessed and used on computers, mobile phones, tablets, and most other electronic devices. With so much built in versatility, there is almost no limit to what Activated Checklists can help you accomplish. Here are just a few ideas to get you started:

  • Onboarding New Clients
  • Onboarding New Employees
  • Website Launch Checklists
  • Website Marketing Checklists
  • Opening and Closing Procedures for Retail Stores Checklists
  • Sales Presentations and Meetings
  • End of Month Accounts – Bookkeeping Checklists
  • Construction Projects Checklists
  • Audits and Inspections Checklists
  • Evaluations Checklists
  • Testing Checklists
  • Project Checklists

Systemize your business with Way We Do today.