Key points
- Use the checklist before a demo call.
- Identify gaps in the current movement process.
- Prioritise two or three pilot outcomes.
- Use the answers to configure Travo responsibly.
Before the call
Ask supervisors how field movement is currently approved and documented. Ask field staff how they check in and report delays.
Bring examples of common field trips, not confidential incident details.
During review
Walk through the checklist and mark where the organisation has a clear answer, partial answer, or no answer.
The gaps become the pilot priorities.
After review
Use the checklist to define what success means for a 60-day pilot: better approvals, fewer undocumented trips, clearer missed check-in response, or better audit reports.
Travo should be configured around those outcomes.
Frequently asked questions
Is the checklist free?
Yes. The web version and PDF are public resources for organisations reviewing field movement accountability.
Does completing the checklist mean we need Travo?
No. It helps you understand your current process. If gaps are serious, Travo may be a practical pilot option.