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 in Waybook are a useful tool that enables your team to confirm their understanding and agreement with the content presented in a document. This is especially important for compliance and training purposes, ensuring that everyone is on the same page.
You can easily include Confirmation Steps in your documents using the "Add New Step" drop-down menu and can modify the text as needed.
When a team member confirms a step, Waybook automatically adds a timestamp to the confirmation. This allows you to seamlessly insert confirmation points where they will 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.
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 🙂