worksheet
Checks Onboarding Success
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Make the most of your Checks partnership through thoughtful implementation. Use this resource to drive key decisions and gather the information you need. When you're done, save a copy of this document with your changes.
1. Determine
Make key decisions and gather the information you need for a successful onboarding experience.
Which apps will you connect to Checks?
Who will be on your Checks team?
Who will be designated as the Checks team leader?
Who needs Checks dashboard access?
2. Incorporate
Begin implementing Checks into your workflow.
Review and update your notification settings
Do you need to run a Checks report more frequently than once per week?
When will you discuss the findings from your Checks reports?
3. Operationalize
Act on the issues uncovered in your report.
When you receive a priority issue, start with this 3 step diagnosis.
Question 1:
Was there an update that caused the flag?
Question 2:
Was the change intentional or not?
Question 3:
Do you need to update your app or disclosures?
Remember... Checks regularly introduces improvements including new features and functionality.
As your app is better understood over time, you may see a priority issue even though nothing has changed. If you are unsure why a new issue is being reported, please reach out to Checks support at [email protected].
More questions? Visit Checks' Frequently Asked Questions (FAQs)
For more on this topic, take the Short Code:
Getting Started with Checks
Learn the keys to a successful onboarding to make the most of your Checks partnership.
