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Checklist Automation

Now it’s easy to make sure everyone is performing ​critical tasks the right way every time.

With Zavanta, you can transform your best practices and standard operating procedures into actionable checklists. Everyone benefits. 


Empower Employees

We’re all plagued with “knowledge overload.” It's incredibly stressful. No one wants to make mistakes.

Our interactive checklists help your employees succeed.  ​

​Assigned employees have access to their checklist and any required forms. If they need additional details or tips for performing the task, it's all there! ​

​The discipline and repetition inherent in checklists boost employee confidence. Employees know they performed the task the right way because they followed best practice. Job well done!


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Zavanta Checklist_image


Managers have real-time visibility with checklist reporting

It’s easy for managers to check that everyone is doing what they are supposed to do. Checklists also help organizations:

  • Build a culture of accountability. ​
  • Increase profitability. When the best practices of star performers are standardized, inefficiencies are minimized.​
  • Reduce risk. Avoid errors that might trigger lawsuits or, worse yet, loss of life.
  • Elevate customer satisfaction.

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Empower employees with procedure checklists


Auditors & regulators have proof of compliance

Regulators and auditors require that companies have policies and procedures in place. But how do they (and you) know that employees are actually following them? ​

Checklists take compliance verification to the next level, providing detailed proof. Auditors have confidence that employees have actually completed all the necessary training, steps, and job tasks because you have the records to prove it!


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Automate checklist management

Checklists are integrated into your Zavanta system, making it easy to change, track, report results, and see the history on any checklist.​

And because checklists are created using Zavanta’s Guided Authoring, checklists are clear and easy to follow. Tasks performers have built in performance support. ​

If you have processes that involve multiple people, checklists can be shared. Each person can complete their part.

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Checklists are integrated into an ​end-to-end system. No more ad hoc.


Easily create new checklists.

Turn any process or SOP into an interactive checklist with a press of a button. 


Ensure everything stays in sync.

Checklists and procedures automatically stay in sync – even when they are updated.  


Monitor results.

View a complete audit trail of when actions are being performed and by whom.  


Connect to other forms.

Our API automates the connection between employee performance and your business systems.


Automate notifications.

Set schedules and automate notifications. Employees can also view their tasks on their own dashboard.  


Add forms.

If a checklist requires that the performer log data, it’s easy to design and include a form. 


Checklist Use Cases

Historically, checklists have been heavily used in the aerospace and healthcare industries. But they can be a game-changer when used for any critical process. Below are a few examples. 

Pathology Lab Testing

Our client uses state-of-the-art technology and specializes in gastrointestinal pathology. They are known for rapid turnaround time, which can mean the difference between life and death. ​

They can trace the patient’s specimen from the laboratory door to the pathologist’s desk with a report rendered into their laboratory within 24-48 hours of receipt. They use checklists to ensure consistency and timeliness of every step in the testing process and to demonstrate compliance with third-party inspectors.

Checklist Lab Testing Use Case
Checklist security compliance use case

Security Compliance

Because data breaches and cyber threats have become all too common, security has become a key priority for organizations.​

Organizations, including Comprose, utilize checklists to ensure security practices and controls are followed. Checklist data provides proof of compliance. Audit costs go down, and the organization is more secure. 

Checklist New Employee Onboarding

New Employee Onboarding

Onboarding involves people in multiple departments. Zavanta’s checklists are well-suited for this application because they can easily be shared. ​

One of our financial services clients uses checklists to onboard thousands of financial advisors. Another client, a national provider of outsourced healthcare professionals, uses checklists to vet potential candidates.​