Title Page

The iAuditor Trial ๐Ÿ–ฅ๐Ÿ“ฑ

  • What does the trial look like? ๐Ÿ‘€

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Key Information ๐Ÿ”‘

  • Current Process

  • Please let us know by adding a note above!

  • Is there anyone else who is involved in the decision making process?

  • Please list their names and roles

Your Trial

SafetyCulture Definitions โœ๐Ÿป

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Gearing up for Success โš™๏ธ

  • When would you like your trial to start? ๐Ÿ“… (Allowing for a minimum of three days following form completion)

  • How many colleagues do you want on the trial? (There are no limits!) ๐Ÿ™Œ๐Ÿป

  • Your Account Executive will email over an Excel template for you to input this information

  • Do you need us to convert any existing forms? ๐Ÿ“ (Maximum of 3 forms)

  • Please email them directly to your Account Executive, we accept word, excel or PDF format ๐Ÿ‘๐Ÿป

  • Do you have a list of Sites that you would like uploaded into your iAuditor organisation? ๐Ÿ 

  • Your Account Executive will email over an Excel template for you to input this information

  • A successful trial would mean that I have been able to... ๐ŸŽฏ (Please select all that apply)

  • Please specify

Roll-out - If things go well โœ…

  • What is the initial number of users required if your trial is successful?

  • By what date do you need a system in place?

The Next Steps

The Next Steps ๐Ÿชœ

  • If your iAuditor trial is a success, here is an overview of the Onboarding experience

  • Thank you for completing your iAuditor Trial Kick-off Form, please notify your Account Executive and send through your templates to be converted and the completed Excel file with your sites, groups and users.

    If you have any questions please reach out to your Account Executive.

Ready to Submit

  • Have you gathered your template documents to send to the Account Executive for conversion?

  • Have you filled in the provided Excel sheet with your users and groups?

  • Do you have the hardware in place needed to trial iAuditor (e.g phones or tablets)?

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The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.