# Setting up jeCheck on your first day

> Five steps to get ready for audits: company details, locations, employees, a checklist and an audit plan.

Источник: https://jecheck.io/en/docs/getting-started/first-day-setup

On your first day you only need to do five things: fill in your company details, add locations, add employees, prepare a checklist and schedule audits. Everything is done in the web dashboard as an administrator.

## Step 1. Company details

Open **Management → Settings**. Check your company name and country, fill in the company details and contact person if needed, upload your logo and choose the report language.

For details, see [Company settings](/docs/account/company-settings).

## Step 2. Locations

A location is what you audit: a restaurant, store, club or warehouse. Open **Management → Locations** — this is the **Locations and teams** tab in the Automation section.

1. **Click "Add location".** Enter a name and, optionally, an address and a location email for reports, then click **Add**.

   ![The New location form](/docs-media/en/team/add-location.jpg)
2. **Rename the demo location.** A new company already has **Демо локация** ("Demo location"), and you (the company creator) are already assigned to it — rename it to a real location or delete it.

For details, see [How to add locations and build teams](/docs/team/locations).

## Step 3. Employees and positions

1. **Create positions.** Under **Management → Users**, on the **Positions** tab, add roles such as "Manager", "Chef" or "Barista".

   ![The positions list](/docs-media/en/team/positions.jpg)
2. **Add employees.** On the **Employees** tab, click **Create user** and enter the last name, first name, email, type and position. The employee receives an invitation by email.
3. **Assign people to locations.** On the **Locations and teams** tab, add employees to each location and mark the manager.

For details, see [How to add an employee and send an invitation](/docs/team/invite-users) and [Roles and permissions — administrator, positions, managers](/docs/team/roles-and-positions).

> [!TIP]
> For employees who work only from their phone (baristas, cooks, sales staff), you can close web dashboard access — the **Web dashboard access** checkbox on their card. See [Web dashboard access and “App only” mode](/docs/team/web-access).

## Step 4. Checklist

Open **Work → Checklists**. Edit the demo checklist **Чек-лист готовности сервиса** ("Service readiness checklist") or click **Create checklist** and build your own: sections, questions and the scoring method (in percent or in points). In the checklist settings you can choose who can use it.

For details, see [Checklists and audits](/docs/checklists).

## Step 5. Audit plan

Open **Work → Planner** and click **Schedule audit**: select locations, a checklist, an auditor, a date and a repeat setting — a one-off audit or a recurring one on a schedule.

For details, see [Scheduler](/docs/planner).

## What's next

- **Conduct your first audit** in the jeCheck mobile app — see [How to conduct an audit in the mobile app](/docs/mobile/conduct-audit).
- **Review the results** in **Analytics → Audit log** and **Analytics → Overview** — see [Analytics and reports](/docs/analytics).
- **Set up violation tasks.** To have violations automatically become tasks for the right people, turn on a scenario in **Work → Automation** — see [Automation](/docs/automation). Without a scenario, you can create tasks manually in **Work → Tasks** ([Tasks](/docs/tasks)).

> [!NOTE]
> At the top of the **Automation** section there is a **Setup: N of 5** hint — based on your company's data, it shows which steps for automatic tasks are still missing.

## Frequently asked questions

### Do I have to fill in company details on the first day?

No. To work with audits you only need the company name and country — both were entered during registration. You can fill in the company details later.

### Can I start without positions?

Yes, audits and manual tasks work without them. Positions are needed so that violation tasks, tests and instructions automatically reach the right people.