Skip to main content
Step 7 of the launch path. Nobody needs to know the whole admin. Each person needs the handful of things their own job requires, and a role that shows them that and not much else — which is why step 2 mattered. Train about two weeks before go-live: close enough that it is still fresh, far enough that people can ask questions before it counts.

​
Day one at the counter

Taking a booking from scratch, finding a customer, taking payment and a deposit, handing the item out, taking it back, and knowing what to do when it comes back late or broken. That is the whole job on day one.
A day-one counter guide is in progress. Until it lands: Take an order in admin, Edit an order, Take payment, Work the day’s pickups and returns, Handle a return, Create a customer.
Done when: each person can take a booking and close a return without help.

​
Day one in the warehouse

Answering “is this free on these dates” and explaining a no, finding a unit from the label on it, taking a unit out of circulation, and grading stock as it comes in.
A day-one warehouse guide is in progress. Until it lands: Check availability, Stock codes and barcodes, Reserve a stock item, Intake and grading, Buffer times and bin locations.
Done when: each person can answer an availability question and account for where a unit is.

​
Everyone

Before either of the above, five minutes on how the admin is laid out — Home, the sidebar, and the top navigation. People who can find an area without being told stop asking where things are.

Launch TWICE

The whole path, in order.

Test end to end

The previous step.

Go live

The next step: the switch itself.

Users & Roles

Giving each person the access their job needs.