Expanding your business to new locations can be exciting and challenging. We've developed a comprehensive New Location Onboarding Checklist that covers the self-managed implementation process and helps you streamline it to ensure a smooth implementation in OfficeRnD Flex. This checklist is designed to guide you through every step, ensuring that nothing is overlooked during the setup of each new location.
A new organization is required for cases where different default currencies and/or unique organizational brands and entities are expected.
You can contact the Customer Success team at [email protected] for assistance organizing the new location, subscription updates, and optional paid onboarding services.
What is the "New Location Task Tracker"?
The New Location Task Tracker is a step-by-step guide for businesses with multiple locations. Whether you're adding a single new building or several sites simultaneously, this checklist helps standardize your onboarding process. It covers everything from configuring location-specific settings and billing rules to adding resources and member data, ensuring that all new locations meet your standards and are ready for operations.
Why you might need the "New Location Task Tracker"?
The attached file helps you efficiently set up and launch additional Locations (spaces) while maintaining operational consistency. Here are some reasons why you might want to use it to onboard new locations
Consistency across locations: The checklist helps maintain uniformity, ensuring that every new location aligns with your operational standards.
Time efficiency: Following a predefined set of steps can reduce the time spent setting up new locations and avoid potential delays.
Risk mitigation: Standardizing the process minimizes the risk of overlooking crucial tasks, reducing errors, and ensuring a smoother launch.
Accountability: With clearly defined tasks, your team can easily track progress and promptly address gaps.
When to use the "New Location Task Tracker"?
The "New Location Task Tracker" is a great tool in the following situations:
Before opening a new Location: Prepare the new site using the checklist during the planning and pre-launch phase.
During the onboarding process: Follow the checklist step-by-step as you set up each aspect of the new location in our software.
Post-launch review: Use the checklist as a post-implementation audit to ensure everything is functioning as expected and identify areas for improvement.
How to use the "New Location Task Tracker"?
Follow these steps to use the "New Location Task Tracker properly" and use it to its full potential:
Download the file: Download and open the attached checklist, which includes details for all required onboarding steps.
Review the tasks: Familiarize yourself with each step, from facility assessment to system configuration.
Assign responsibilities: Allocate tasks to the appropriate team members to ensure accountability.
Execute and monitor: As you work through the checklist, mark tasks as complete. Track progress and communicate updates with your team members.
Finalize onboarding: Once all tasks are completed and verified, confirm that the new location is fully set up and ready to operate. Then, set the Location's status to "Open" to indicate that it is operational and make it available to customers.
Download the "New Location Task Tracker"
Click the following attachment to download the "New Location Task Tracker" file: