Whale Checklist

Anything repeatable where the order matters and completion needs to be verified. Opening and closing procedures, site safety walks, equipment inspections, new-hire onboarding, customer onboarding, shift handoffs, vehicle pre-checks, kitchen prep, compliance routines, and month-end finance closes. Anywhere a step getting skipped creates real risk, a checklist is a better tool than a written SOP alone. The checklist is the executable version of the SOP. Your team follows it step by step instead of reading it top to bottom.

Yes. Any checklist item can be configured to require a photo before it’s marked complete. The team member snaps the photo from desktop or mobile and it attaches to the run log. This is how teams handle site walks, equipment checks, cleaning standards, delivery confirmations, and anywhere a signature alone isn’t strong enough proof. Steps that don’t need a photo stay as simple ticks. The checklist enforces evidence only where you’ve asked for it.

Yes. Checklists run on the Whale mobile app and through a browser on any phone. Frontline teams open the checklist on site, tick each step as they go, and take photos directly from the phone camera. QR codes can be posted at specific locations, for example at a piece of equipment or at a station on the floor, so the right checklist opens instantly with a scan. No login friction, no hunting through folders. The work and the checklist stay in the same place.

Every run creates a record in Whale insights. You see who ran the checklist, when each step was completed, how long the run took, which steps required photos, and what photos were captured. Filter runs by person, by team, by checklist, or by date. Flag runs that skipped steps or missed photo evidence. Export the records for audits or incident reviews. The reporting is native to Whale, so there’s no second tool to set up for compliance tracking.

Yes. Assign a checklist inside a Whale training flow so every new hire runs through the same onboarding steps with photo proof at the checkpoints that need it. Recurring assignment, where the same checklist triggers every shift or every week automatically, is on the roadmap today. For now, most teams handle the recurring pattern through Slack, Teams, or Zapier triggers that assign the checklist on a schedule. Once a run is assigned, it lands in the team member’s Whale inbox with the due date.

Process Street is a standalone workflow tool. A Scribe guide is a captured set of screenshots with no run mechanism. Whale Checklists sit inside Whale, the AI-Powered SOP Software that gets your team trained. A checklist lives next to the SOP it runs from. Alice, Whale’s AI assistant, can draft the checklist, answer questions about it, and surface it in Slack or Teams. CoPilot pops the checklist up inside the tool where the work happens. Training flows assign checklists as part of onboarding or recurring compliance, and every run feeds the same insights dashboard as the rest of your Whale content. One platform, one admin experience, one source of truth for how the work gets done.