Overview: Prepare your organization
Learn how to set up your organization via the Scan2Evolve web app.
How do I start my Scan2Evolve organization?
Begin your Scan2Evolve journey by setting up your organization via the web app on a laptop or desktop. Follow along to explore how you can customize your account settings, digitize your paper checklists, and create templates and schedules for your team.
Video: How to prepare your organization
Some features mentioned in the "Get started" guide are only available on the web app based on your permissions. Feature availability may also vary depending on your Scan2Evolve plan.
1. Organizational setup
Managing your organization's information, users, sites, and permissions is a critical first step. Before you begin, we recommend reviewing your organizational structure and anticipating any changes you might need to make.
Consider the following questions to help you prepare:
- What's your organizational structure?
- What are your team member's roles in using Scan2Evolve?
- Who among them would need administrative access?
- Who would be in charge of your Scan2Evolve plan and add-ons?
- How do you and your business want to view and analyze your Scan2Evolve data?
Image placeholder: Organization settings interface
2. Digitize checklists
Once you've set up your Scan2Evolve organization, it's time to digitize your paper forms. Digitized checklists or templates in Scan2Evolve help you drive team efficiency and identify improvement areas across your organization. You can save on paper and storage costs, reduce your team's turnaround time remarkably, verify data quickly, and access your forms anytime.
Start by using a blank template or converting comprehensive paper checklists you already have. You can also create custom templates tailored to your specific needs and share them with your organization.
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3. Convert training content
Transform your existing training materials into digital formats that can be easily accessed and completed by your team. Convert training content into interactive courses, lessons, and assessments that track completion and engagement.
Whether you have PDFs, Word documents, or PowerPoint presentations, you can convert them into structured training content that your team can access anytime, anywhere through the Scan2Evolve platform.