Overview
Getting started with a new system can be overwhelming. To ease the process, we've compiled the following steps to guide you towards a fully functioning Mobaro setup.
These steps assume that you are logged in with a User account with Super User access, created by your Mobaro contact. If you have not received this information, please reach out to your Mobaro contact.
Initial Setup Steps
Create your Users
Start by adding all the Users who will need access to Mobaro. [Read more: Users]
Create Your Locations
Define the Locations where activities will take place. [Read more: Locations]
Create Your User Groups and Add Members
Group your Users to manage permissions and access easily. [Read more: User Groups]
Tip: User Groups enable easier maintenance when people join or leave your organization.
Create Your Location Groups
Add desired Locations and assign Users or User Groups to these Location Groups. [Read more: Location Groups]
Note: We recommend adding User Groups instead of individual Users to Locations and Location Groups for easier long-term maintenance.
Upload Manuals or Videos to the Library
Provide additional information required or helpful to perform Checklists by uploading manuals or videos. [Read more: Library]
Create Checklists and Add Content
Develop one or more Checklists that Users will follow. [Read more: Checklists]
Create Schedules for Your Checklists
Determine the frequency, Location, and Assignees for your Checklists. [Read more: Schedule]
Tip: Schedules control when and where Checklists should be performed and by whom.
Congratulations! Your Checklist is now available for your Users in the Mobaro mobile app.
Advanced Features
While the steps above will provide you with a basic working Mobaro setup, you might want to explore the more advanced features to add additional value to your setup. These steps are optional but highly beneficial.
Create Assignments
Assign tasks to Users or User Groups for better tracking and management. [Read more: Assignments]
Set Up Automatic Reporting
Enable Notifications to receive automatic updates and reports. [Read more: Notifications]
Add Power-Users and Users with Additional Access through Roles
Assign specific Roles to Users or User Groups for enhanced access and permissions. [Read more: Roles]
Translate Your Checklists to Additional Languages
Make your Checklists accessible to a wider audience by adding translations. [Read more: Checklist Translation]
Use Logic Within Your Checklists
Show or hide certain Checklist Elements dynamically based on conditions like day or Location. [Read more: Logic]
Tip: Logic enables dynamic transformation of your Checklists' content based on various factors.
Use Triggers to Create Assignments Based on User Responses
Automatically generate Assignments when specific responses are given. [Read more: Triggers]
Categorize Your Questions to Group Answers Across Multiple Checklists
Use Question Categories to organize and group related questions for better analysis. [Read more: Question Categories]
Additional Tips and Best Practices
Utilize the Operational Log
The Operational Log provides a timeline of all open/close events for a Location, helping you track operational hours and identify patterns in Downtime. [Read More: Operational Log]
Regularly Review and Update User Permissions
Ensure that Users have the correct access levels and update their permissions as roles and responsibilities change.
Implement Regular Training Sessions
Conduct regular training sessions to keep Users updated on new features and best practices for using Mobaro efficiently.
Leverage Reporting and Analytics
Utilize Mobaro's reporting and analytics features to gain insights into operational performance and identify areas for improvement. [Read more: Dashboards]
Monitor and Manage Downtime Effectively
Keep track of Downtime registrations, resolve issues promptly, and use the data to improve operational reliability. [Read more: Managing Downtime]
Troubleshooting and Support
Refer to Help Articles and Tutorials
Mobaro provides a wealth of help articles and video tutorials to assist you in troubleshooting common issues. [Read more: Help Center]
Contact Support
If you encounter any issues that you cannot resolve, do not hesitate to contact Mobaro support for assistance via support@mobaro.com.
By following these steps, you can make the most out of Mobaro's capabilities and ensure a smooth and efficient setup process.
If you need further assistance or have any questions, please refer to the detailed articles linked above or contact your Mobaro representative.