Onboarding task list
1. Observation categories
Buttons / headings
Form content
Follow-up content
2. Audit templates
Adding the templates existing in the library
Building audit templates that are already in use in some other format
Creating new templates if needed either from scratch or with excel
Build observation templates for audits
3. Places
Place list
Tags
4. Roles
What roles are needed (f.e. Location manager, Area manager, Procurement, Legal, etc)
What can users in this role do
What can users in this role see
What can users of this role be assigned to
What are users of this role always assigned to
5. Users
List of users
First name, last name, email
Role
User’s own place / places / area
6. Integrations
SSO
HR
BI
Insurance
7. Other
Open links
Translations
8. Main user training