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Checklists are here to simplify your workflows and keep your teams aligned! With Whale’s new Checklist feature, you can ensure that every process, procedure, or routine gets completed accurately and consistently. Let’s dive in!

Why?

Imagine a tool that guarantees every step of a process is followed precisely. Checklists help you maintain consistency in training, client onboarding, safety checks, equipment inspections, and more. They create accountability, reduce errors, and improve compliance in everyday tasks, making them an essential addition to Whale.

Use checklists to:

• Standardize training and onboarding processes.
• Keep client check-ins or audits uniform.
• Monitor equipmentchecks or maintenanceroutines.
• Ensure quality in production or safetyprocesses.

 How?

Creating a Checklist

1. Navigate to the Training icon on your toolbar and Select the Checklists Tab.
   
2. Click on “Create Checklist” to start creating.
3. Give your checklist a name (e.g., "Weekly Client Check-in" or "Safety Equipment Inspection").
   
4. Add different checks to your checklist. For each check:
   • Provide a description of the action item.
   • Link existing processes using the # functionality*. This way, you can tie relevant procedures directly to a checklist check, reducing errors and ensuring up-to-date information. *open the link in a different tab by right clicking it or it will close the progress of your checklist flow.
     
     

Pro Tip: You can allow users to leave a comment on each check. This feature is super useful in scenarios like:

• Equipment inspections, where team members might note wear-and-tear or required repairs.
• Client check-ins, where CSMs can note specific client feedback.
• Training sessions, allowing trainers to provide personalized feedback per check.

Created checklists

• Share the checklist with your team members
  • Download the checklist as a QR code. This is great for hands-on tasks like warehouse inspections, where employees can scan the code with their phone and perform the checklist on the go. This also works for production lines, where time and ease of access are crucial.
• Run the checklist yourself 
• Delete the checklist
  
  

Running and Assigning Checklists 

When a checklist is assigned or run independently, you’ll need to give each run a name. Here are some examples:

• For a client check-in, name it after the client (e.g., "Q4 Check-in for Client ABC").
• For a routine safety check, use a specific date (e.g., "October 2024 Safety Audit").
  
  

After naming, proceed through the checklist, marking items as you go. If needed, leave a comment on the check to add more context.

You can Save & Close the checklist and get back to it or Submit it and it's done. 

When submitted you can run this checklis again, when you save and close it you will always get back to this same run. You can't run the same checklist multiple times at the same time. You always need to submit one before you can open a new one.

Tracking Checklist Analytics

To see how well your team is following procedures, head over to the Analytics section in Whale and find the Checklist Tab. You’ll get a complete overview of:

• Every checklist that has been run.
• Detailed timestamps for each run, so you can ensure 100% compliance with procedures.
  
  

Ready to Level Up?

By implementing checklists in Whale, you’ll streamline your workflows, boost consistency, and improve overall compliance. Get started today and experience the difference!

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