Getting started
Start with a job your team knows.
Walk us through the work, the people involved and the result you need. Together, we can define a useful starting point for Stratum.
Walk through one real job.
Start with the work, before the software.
Choose a normal job and show us how it moves from preparation to the customer’s report. Include a correction or exception your team deals with regularly.
- Who prepares, carries out and reviews the work?
- Which site, equipment and forms belong to the job?
- What does the customer need at the end?
Agree on the starting scope.
A plan, a setup path and clear responsibilities.
Compare working users, active sites and evidence capacity. Review the forms, outputs and device requirements that need to work for your team.
Your team
Choose who prepares the records and checks the first result. Agree ongoing ownership of forms, records and access.
Stratum
Agree configuration, assistance, onboarding and migration in the applicable Order, including any separately priced services.
Bring the essentials.
Prepare the records for your agreed workflow.
- Site and equipment
- A site, its equipment and customer. Flag missing identifiers, duplicates or conflicting records.
- Forms and output
- Your form and expected report, with the version and format that matter.
- People and an example job
- The preparer, field team, reviewer and recipient. One normal job and one exception to check.
Use sample or redacted material for the discussion. Keep original files and agree an appropriate transfer method before sharing sensitive records.
Use the detailed record checklistCheck the complete workflow.
A useful first result gives you a basis to build on.
Follow the job through the agreed setup with your team. Check each handoff.
- The right work: the site, equipment, assignment and form are clear.
- A reviewable return: the field information is understandable and any open question has an owner.
- A useful result: the agreed report or output reaches the intended recipient.
Record the outcome, reviewer and any remaining work. Account access alone does not establish a usable workflow.
Show us how your team works.
Bring a typical job, a form or a report. We’ll work through the starting point with you.