Worksheet

Adoption check sheet

A sheet listing each role, the three fields that matter most for it and a sample of ten recent records. Mark blanks, placeholders and late entries against each one. Repeat it monthly and compare branches side by side.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Signs Staff Are Not Really Using Your Business Software”, www.gullysystem.com/blog/signs-staff-are-not-really-using-your-business-software