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Quick Start Guide for Checklists
Quick Start Guide for Checklists

Get started with creating and implementing checklists for your locations.

Taryn Wickel avatar
Written by Taryn Wickel
Updated over a week ago

Boost Elevate GO’s Checklist Tool can make creating consistency across your locations a breeze. By implementing regular Checklists at your locations, your employees will become familiar with what is expected of them.

Through this process, Checklists can easily become your standard operating procedures as they are completed and instructions are followed over time. Not only that, but you can see results in real-time to analyze or make adjustments quickly and precisely on a day-to-day basis.

Below, we'll show you how to get your Checklists up and running in just four easy steps.

1. Start by navigating to interaction types. Think of interaction types as broad categories for your checklists. For example, you may have multiple checklists for different promos under an interaction type of promo readiness. Click add, type in a name for the interaction type, select whether selecting a location is required when filling out a checklist, then click save.

2. Next, navigate your way to programs from the left-hand menu. You can think of programs as the actual checklist to add pages and questions to the overall list. You will name your program here and choose the interaction type we just created; for example, we might make a program called Add-A-Line Readiness for a promo readiness type. After that, you will also choose a start date and an end date that this checklist will be valid and have to be filled out, then lastly click save.

3. After creating your program, aka Checklist, go back to the programs page and click the “eye” icon to view the program started. On that page towards the bottom, you will see an option to add to pages. You can imagine pages just as a way to organize your questions, which can be helpful if you have a lot of questions. Simply click add, type in the name for your page, and click save.

4. From there, you will be taken to a new page where you can add new questions to that page or add questions that you have already made. Star adding a new question by clicking "create a new question". Here, you can enter the question text, question-answer type, any subsequent answer type options, choose the parent question if applicable, enter if the question is required, and lastly, click save question.

Nice Job! You now have a checklist with types, pages, and questions. From here, you can add more questions or pages to complete your checklist. After you feel comfortable with everything on the checklist, it'll be ready to be filled out by your locations using the Elevate GO visit application. After being filled out, you will start to get results from your checklists and focus on achieving your operational goals.

For further questions, check out the rest of the Help Center. If you have a specific question, reach out via phone or email at 877.839.8777

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