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Onboarding Wizard

Get started quickly with the guided setup wizard.

Overview​

The onboarding wizard helps you:

  • Configure your organization
  • Set up essential data
  • Learn key features
  • Start using Kuviq quickly

When You'll See the Wizard​

The wizard appears:

  • After creating a new organization
  • First time logging in as new admin
  • When invited to set up organization

Wizard Steps​

Overview of Steps​

  1. Welcome - Introduction
  2. Organization Profile - Basic settings
  3. Locations - Set up locations
  4. Item Types - Create item types
  5. First Items - Add items
  6. Inspection Templates - Create templates
  7. Invite Team - Add users
  8. Review - Final check
  9. Complete - Ready to go

Skipping Steps​

You can:

  • Skip optional steps
  • Come back later
  • Complete in settings

Recommended to complete for best experience.

Step 1: Welcome​

Onboarding Welcome

What Happens​

  • Introduction to Kuviq
  • Overview of what you'll set up
  • Estimated time (10-15 minutes)

Options​

  • Start Setup - Begin wizard
  • Skip for Now - Explore on your own
  • Load Demo Data - Pre-populated example

Step 2: Organization Profile​

Onboarding Step 1

Settings to Configure​

SettingDescription
Organization NameYour company name
TimezoneDefault timezone
Date FormatPreferred format
IndustryYour sector (optional)

Why It Matters​

  • Timezone affects scheduling
  • Date format for consistency
  • Industry helps customize templates

Tips​

  • Use timezone where most users are
  • Match date format to your region
  • Can be changed later

Step 3: Locations​

Creating Locations​

Set up your physical structure:

  1. Add top-level locations (sites, buildings)
  2. Add sub-locations as needed
  3. Build your hierarchy

Suggested Structure​

Organization
├── Main Office
│   ├── Floor 1
│   └── Floor 2
├── Warehouse
│   ├── Zone A
│   └── Zone B
└── Remote Site

Quick Add Options​

  • Add one at a time
  • Import from list
  • Copy from template

Minimum Requirement​

At least one location recommended.

Step 4: Item Types​

What Are Item Types?​

Categories for your equipment:

  • Fire Extinguisher
  • First Aid Kit
  • Safety Equipment
  • Vehicles
  • Tools

Creating Item Types​

  1. Enter type name
  2. Add description (optional)
  3. Configure custom fields
  4. Set inspection requirements

Suggested Item Types​

System may suggest based on:

  • Your industry
  • Common equipment
  • Best practices

Custom Fields​

Add type-specific fields:

  • Expiration date
  • Serial number format
  • Manufacturer requirements
  • Inspection frequency

Step 5: First Items​

Adding Initial Items​

Get started with real items:

  1. Enter item name
  2. Select type
  3. Select location
  4. Add details

Bulk Add Option​

For many items:

  • Import from CSV
  • Copy from template
  • Add demo items

Minimum Recommendation​

Add at least one real item to practice with.

Step 6: Inspection Templates​

Creating Templates​

Set up how items are inspected:

  1. Name the template
  2. Link to item types
  3. Add inspection elements
  4. Configure pass/fail conditions

Element Types​

TypeUse For
Pass/FailSimple yes/no checks
TextNotes, observations
NumberMeasurements
PhotoVisual documentation
SignatureSign-off

Template Example​

Fire Extinguisher Monthly Check:

  • Pressure gauge (Pass/Fail)
  • Seal intact (Pass/Fail)
  • Body condition (Pass/Fail)
  • Location signage (Pass/Fail)
  • Notes (Text)
  • Photo (Photo)

Step 7: Invite Team​

Adding Users​

Invite your team members:

  1. Enter email addresses
  2. Assign roles
  3. Assign locations (optional)
  4. Send invitations

Role Suggestions​

RoleWho
AdminManagement, IT
ManagerSupervisors
UserInspectors, Staff

Invitation Process​

Users will:

  • Receive email invitation
  • Create password
  • Log in and start working

Skip Option​

Can invite later from Settings.

Step 8: Review​

Review Your Setup​

See summary of:

  • Organization settings
  • Locations created
  • Item types defined
  • Items added
  • Templates created
  • Users invited

Make Changes​

Before completing:

  • Click any section to edit
  • Add more items
  • Adjust settings

Step 9: Complete​

Congratulations!​

You're ready to use Kuviq.

Next Steps Suggested​

  • Perform first inspection
  • Explore dashboard
  • Add more items
  • View reports

Quick Start Guide​

Links to:

  • How to scan QR codes
  • How to perform inspections
  • How to manage items

After the Wizard​

What's Set Up​

After completing:

  • Organization configured
  • Basic structure in place
  • Ready for daily use
  • Foundation for expansion

What to Do Next​

  1. Add more items - Build your inventory
  2. Invite more users - Expand your team
  3. Refine templates - Customize inspections
  4. Start inspecting - Begin daily operations

Accessing Setup Later​

Return to setup areas:

  • Admin > Settings - Organization settings
  • Admin > Locations - Add locations
  • Admin > Item Types - Configure types
  • Admin > Users - Manage team

Re-Running the Wizard​

Starting Over​

To restart the wizard:

  1. Go to Admin > Settings
  2. Find Onboarding
  3. Click Restart Wizard

When to Restart​

  • Made mistakes during initial setup
  • Want to add demo data
  • Testing with new configuration

Note​

Re-running doesn't delete existing data.

Tips for Success​

Before Starting​

  1. Know your location structure
  2. List equipment types
  3. Have team emails ready
  4. Allow 15-20 minutes

During Setup​

  1. Don't rush
  2. Use real data when possible
  3. Skip and return if unsure
  4. Take notes

After Completion​

  1. Test with real inspection
  2. Get team feedback
  3. Refine as needed
  4. Add more gradually

Troubleshooting​

Wizard Doesn't Appear​

Check:

  • You're an admin
  • New organization
  • Clear browser cache

Can't Complete Step​

Try:

  • Check required fields
  • Verify valid data
  • Skip and return later

Made a Mistake​

  • Most changes can be edited
  • Restart wizard if needed
  • Contact support for help

Next Steps​