Add a Confirmation Step

Learn more about how to get additional checkers in place on completed documents for your team with our confirmation step

Sophia Terry avatar
Written by Sophia Terry
Updated over a week ago

In this guide, we'll dive into the world of Confirmation Steps – a powerful feature designed to ensure that your team members are aligned and compliant with your organization's crucial processes and documentation. Let's get started!

As a member of Waybook Pro, you have access to our additional knowledge agreement with Confirmation Steps✨

What is a Confirmation Step?

Confirmation Steps are a valuable tool within Waybook that empowers your team to confirm their understanding and agreement with the content presented in a document. This is particularly important for compliance and training purposes, where you need to make sure that everyone is on the same page.

How to Access?

You can easily add Confirmation Steps to your documents via the "Add New Step" drop-down selection. Feel free to change the text to fit whatever you might need. When a team member confirms a step, Waybook automatically timestamps the confirmation. This makes it a breeze to incorporate confirmation points exactly where you need them within your documents.

Important Information:

Now that you know what Confirmation Steps are and how they work, let's highlight some important information and actions.

Consider where Confirmation Steps would be most beneficial in your documents. Think about areas where you need to ensure comprehension, compliance, or agreement. For instance, in training documents, compliance manuals, or important company policies.

Take advantage of Waybook's reporting features to track confirmation progress and compliance over time. This can be invaluable for audits and ensuring your team stays aligned.

Remember, Confirmation Steps are not just about ticking a box – they're about ensuring everyone is informed and accountable. They enhance the clarity and effectiveness of your documentation, ultimately leading to a more aligned and compliant team. If you need any help with getting them set up or upgrading to Pro reach out to our friendly support team.

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