ARUKUS / FIELD OPERATIONS EVALUATION CHECKLIST
Evaluate the work around the visit.
A practical discussion checklist to help business and technology teams evaluate the working process.
Use this guide with representative records and the people responsible for the work. It supports an evaluation discussion; product availability and implementation requirements are confirmed in the walkthrough.
Your evaluation checklist
- Identify field roles, territories, visit types and devices.
- Bring the form used before and after a visit.
- Define evidence needed for each activity and permitted location use.
- Check assignment, reassignment and commitment ownership.
- Test a postponed visit and an unresolved follow-up.
- Confirm mobile connectivity and the supported synchronisation behaviour.
- Review the supervisor’s daily operating report.
- Agree training, data retention and service responsibilities.
Record the decision
For each requirement, note whether it is supported by existing capability, configuration, an integration or additional work. Keep the acceptance example and the person responsible for confirming it.
Bring the exceptions
A returned record or failed handover often reveals more than an ideal demonstration. Include those cases when agreeing scope, rollout and support.