Completing Your Onboarding Documents
As part of the uAuditor onboarding process, your organization will receive onboarding sheets to collect the information required to configure your workspace.
Completing these documents accurately helps the implementation team prepare your account structure, users, templates, and inspection workflows before delivery.
Why Onboarding Documents Are Required
The onboarding documents allow the uAuditor team to:
- Configure your locations and operational structure
- Create user accounts and assign permissions
- Prepare inspection templates from your existing checklists
- Register equipment and assets
- Align the platform with your internal processes
Providing complete and accurate information ensures faster deployment and a smoother implementation experience.
Information to Prepare Before Filling the Documents
Before completing the onboarding sheets, gather the following details from your organization.
Locations and Branches
List all operational locations where inspections will be performed, such as:
- Branches
- Warehouses
- Production sites
- Kitchens
- Offices
- Service centers
Include the official location names used internally.
Users
Prepare a list of users who need access to the platform, including:
- Full name
- Email address
- Phone number
- Assigned location (if applicable)
- Role or responsibility
This helps ensure correct access permissions from the start.
Roles and Permissions
Define the access level required for each group of users.
Examples include:
- Administrators
- Inspectors
- Supervisors
- Location managers
- Viewers
This allows the workspace to reflect your organizational hierarchy.
Organization Structure
Share your organization chart if available.
This helps configure:
- Reporting relationships
- Approval flows
- Location ownership
- Task responsibilities
Existing Checklists
Provide your current inspection checklists if your organization already uses them.
These may include:
- Safety inspections
- Operational checklists
- Hygiene audits
- Equipment verification forms
- Maintenance inspections
The implementation team will convert them into structured digital templates inside uAuditor.
Assets and Equipment
Prepare a list of equipment that should be included in inspections or monitoring workflows.
Examples:
- Refrigerators
- Production machines
- Vehicles
- HVAC systems
- Safety devices
- Kitchen equipment
These assets can later be linked to inspections and reports.
Sharing the Completed Documents
After filling the onboarding sheets:
- Review the information for accuracy
- Attach your existing checklists
- Submit the documents to the uAuditor implementation team
Your account configuration begins immediately after submission.
Tips for Faster Setup
To speed up onboarding:
- Include complete user details
- Use official location names
- Submit the latest checklist versions
- Group assets by location if possible
- Confirm roles before submission
This reduces revision cycles and accelerates workspace delivery.
