SiteDocs Roll-out Plan

Week 1 Week 1 Week 2

Starting Rollout 15-Min Kick-Off Call 1-Hr Training Webinar

Sign a Form! Create a Rollout Plan Learn the Fundamentals

What you’ll do: Day 1: you’ll get your login What we’ll do together: What you’ll do:
• Explore the Admin Panel credentials, training videos, • Discuss your company’s rollout Goals • Attend your 1-hour Training Session
& Apps, build Forms, and and schedule your Kick-Off • Create a Rollout Plan • Watch any tutorial videos that will be helpful
add some Locations & Call & your Training Session • Q&A to areas of needed learning
Workers (grant access) • Schedule your future Progress Call
• Sign more Forms Day 2: you’ll get Worker &
• Attend our scheduled Location templates to send
meetings back to us

Weeks 2-3 Week 4 Week 5+

Continuing Rollout 30-Min Progress Call Optimizing Rollout

Further Integrate your Safety Program Optimize On-Site Usage Goals are Met and your Safety
and Train your Team and Review Management Tools Program is Digital with SiteDocs!

What you’ll do:

What you’ll do: • Review best practices What we’ll do together: • Refine, optimize, and expand
with your team • If you have purchased the SiteDocs Analytics expansion:
• Complete your account • Review your usage metrics and experience so far
• Ask your team to sign Book a Discovery Call with us to see how to get the
Set-Up • Review SiteDocs management tools most out of all that shiny new Data!
• Train your Workers and their first Form on a • Discuss best practices
any additional Admins Location and keep going! • Q&A
support@sitedocs.com | 1-866-871-1892 ext. 102
Visit our Help Center for articles, tutorials, and videos
www.sitedocs.com