Getting started

From sign-up, Verifline guides you to your first inspection, and beyond. Nothing is forced on you: each step is done from its usual screen, and getting started simply shows you where you stand. It comes with every organization created by signing up, during the trial and after it: if you continue with Verifline before finishing it, it stays there.

The welcome

At your first sign-in, right after signing up, the Welcome to Verifline screen presents the two paths to get started, in whichever order you like:

• Your inspections — create your template from your current checklist, review it then publish it, set up corrective actions;
• Your environment — describe your sites, adjust the roles if needed, invite your team.

Start the setup opens the page that guides you to your first inspection, and the welcome does not come back.

The welcome is only for the person who created the organization: invited members have their own welcome, at the top of their inspections — what the invitee sees.

The Getting started page

You reach it from the Getting started entry at the top of the sidebar, under the organization name (in More, on a phone). It lays the steps out in two columns. At the top of each, the essentials — what the first inspection needs; below, Next and the rest.

Your inspections	Your environment
Create your first template	Create your first site
Publish your template	Next:
Next:	Check the roles
Check the corrective action form	Create groups (optional)
Create a reporting QR code (optional)	Invite your team
	Assign each person to their sites

Each step ticks itself off as soon as it is done, wherever you did it: publishing a template from the editor, creating a site from the sites screen or inviting someone from the members screen ticks the matching step. It also unticks if the data goes away: a revoked or expired invitation does not count for “Invite your team”, nor does a deactivated QR code. Roles and the corrective action form (the “Standard” action family) exist from sign-up: their two steps tick themselves off when you open their screen to check they suit you, or when another administrator has done so. Opened from getting started, the Roles screen carries a tip at the top, Check your team’s roles, with Back to setup.

Assign each person to their sites ticks off once your team exists and everyone who inspects has at least one site: without a site, a person can’t start any inspection. Sites chosen in an invitation already count. Administrators, who see the whole organization, don’t need to be assigned.

Each row leads to the screen where the step is done (Create my template, Create my site, Invite, Assign…). During the trial, template creation with AI is switched on, so Create my template goes straight there: describe your check or drop in your current checklist. On a phone, the whole row opens with one tap.

The banner at the top

The banner tells you where you stand; progress over the seven required steps (“3 of 7”) reads on the Getting started card of the menu:

• Run your first inspection — as soon as your template is published and your site is created, Run my first inspection opens the inspection start with your template already chosen (and your site, if there is only one). Until then, the button waits and says so below it: “Publish a template and create a site to get started.” You can also hand it to someone on your team, once invited.
• Well done, the first inspection is complete — by you or by your team. View the report opens it, and the banner says how many steps are left.
• You’re all set up — once the seven steps and the first inspection are done.

Finish getting started

Once everything is done, Finish getting started closes it for good: in the menu, Go further takes its place. Until then, getting started stays in the menu, even when your team ran the first inspection: that is how you see it happened.

The page is for the organization’s administrators: each of its steps leads to an administration screen.

Go further

Go further takes the place of getting started in the menu, with its own progress, until all of its ideas are done: it then leaves the menu. Each idea ticks itself off:

• Track your results — Customise your home, Create your first report (in Analytics) and Create your first dashboard. Duplicating the home is not enough: a dashboard counts as soon as it shows something other than the home.
• Handle problems faster — Create a reporting QR code, Create groups to hand an action to a whole team, and Set up notifications for the organization.

The QR code and groups only appear here if you hadn’t created them during getting started.