Organizational Structure and Preparing for Training Checklist Setup

Get organized before diving into Training Checklist setup.

Organize Your Team Structure

Map out your organization’s positions and corresponding Levels including management. Managers and Department Supervisors/Leads should be identified as they will have advanced permissions to edit Training Checklists and manage Employees Accounts.

Ideally each staff position should have a published job description. This will help to assure that team members are assigned the correct Training Checklist for their position and corresponding level if applicable.

Examples:

  • Surgery Department Supervisor / Lead
  • Kennel Assistant
  • Customer Service Rep - Introductory, Intermediate, Advanced
  • Veterinary Assistant - Level 1, 2 & 3