Onboarding Checklist

Welcome to Pathwave! This onboarding checklist will guide you through the basics of setting up your Pathwave account. Follow these steps to ensure you have everything configured correctly to get started.

• Access Pathwave
• Portal Configuration
• Create User Accounts
• Create Test Job

Access Pathwave

• Download the Pathwave App
• Access the Pathwave Portal
• Register in the Pathwave App / Pathwave Portal
  • What is my Partner ID

Portal Configuration

• General Setup
  • Create Regions / Offices
  • Create Personnel Positions
  • Add Customer Information
• Safety Track
  • Review Safety Forms
  • Review and Update Safety Tasks
  • Review / Update Certification Types
  • Assign Required/Alternate Certs to Personnel Positions
  • Identify Integration Requirements (Safety LMS)
• COP Track
  • Create Primary & Site Owner Photo Lists
  • Review Fillable Documents

Create User Accounts

• Review System Roles / Permissions
• Create User Accounts
• Load Certifications

Create Test Job

• Create Job
• Understand Job Statuses
• Identify Additional Job Fields
• Add Reference & Fillable Documents
• Create Primary COP Folder templates
• Manage Default Closeout Options

Summary

This checklist covers the essential steps to set up and customize your Pathwave account. While the onboarding checklist provides a generic guide, we encourage you to partner with your dedicated Customer Success Manager to tailor your portal to your specific needs. 

Following these steps will ensure you are ready to utilize Pathwave effectively. If you have any questions or need further assistance, please contact our support team.

Welcome aboard, and we look forward to helping you succeed with Pathwave!