See the survey, contractor and equipment dependencies before the handoff.
Keep site appointments, contractor documents and equipment dependencies visible.
How to build your installation readiness checklists
Describe the job
Keep site appointments, contractor documents and equipment dependencies visible.
Review the first version
Choose how the project coordinator records the Installation request and how the site document reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Installation IN-058 through the handoffs.
This fictional installation readiness checklists example shows the ordinary handoff and the decision that remains open.
Installation readiness checklists example
- Record
- Installation IN-058
- Site
- Cedar office
Current stage · Installation coordinator
Open the installation prerequisites
A fictional customer requests an installation appointment at a new site.
Read the full walkthrough
Open the installation prerequisites
A fictional customer requests an installation appointment at a new site.
- Record:
- Installation IN-058
- Site:
- Cedar office
Record the survey response
The survey response identifies a missing access contact.
- Record:
- Installation IN-058
- Survey response:
- Access contact missing
Check equipment and appointment
Equipment is available, but the proposed appointment is not yet accepted.
- Record:
- Installation IN-058
- Equipment:
- Available in example
Prepare the administrative handoff
The coordinator keeps the handoff pending until access and appointment are confirmed.
- Record:
- Installation IN-058
- Appointment:
- Proposed only
What to include in your installation readiness checklists
Keep the Installation request in context
Keep Installation request, site, survey appointment, contractor checklist, equipment schedule, outstanding dependency and next project review together so the next person can understand the request or record.
When the next step needs a decision
A sample customer requests an installation appointment at a new site. The survey response identifies a missing access contact.
Keep next project review visible
Leave the installation handoff pending until its outstanding dependency is reviewed.
Choose what each person needs
Give the project coordinator a working view and the site document reviewer a review view. Keep Installation request and site attached to the decision as the work moves between them.
Questions about installation readiness checklists
Start with Installation request, site, survey appointment, contractor checklist, equipment schedule, outstanding dependency and next project review. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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