Setup your Workflow with Checklists

We've talked so much about visualizing, prioritizing, and getting your workflow out and now it's time to start setting up SAM to work for you! 

Watch a webinar on using Checklists 

This is an hour long webinar that to introduce using and configuring checklists in SAM. 

Learn how to configure Checklists 

SAM Lead Guide: Checklist Configuration

Understand SAM's Table Structure 

Remember! It is best to used fields from the table representing the part of the program you are working on. For example, when adding checklists about the home study process, use the Home Study table as opposed to the Case table. 

Open your workbook

Review your workflow with your team and start converting tasks to checklist items. 

Implement Client Checklists

Offering Client Checklists for clients to login and complete paperwork is a game changer! 

• Provide clients with clear action items and allow them to complete requirements on their own time, in a single secure online format
• Allows your team a reprieve on searching email for data entry and uploading documents