Build your site opening checklist.

How to build your site opening checklist

1. 1

   Describe the job

   Keep opening dependencies and internal handover decisions visible before a new site opens.

2. 2

   Review the first version

   Choose how the site coordinator records the site and how the handover reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your site opening checklist

• Keep the site in context

  Keep site, opening date, task owner, dependency, evidence and open-or-hold decision together so the next person can understand the request or record.

• When the next step needs a decision

  A new store has furniture installed but a required internal handover remains unaccepted. Record the unresolved dependency before the manager chooses whether to open; do not infer readiness from a date.

• Keep open-or-hold decision visible

  Leave the unresolved handover attached to the manager's open-or-hold decision.

• Choose what each person needs

  Give the site coordinator a working view and the handover reviewer a review view. Keep site and opening date attached to the decision as the work moves between them.