> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# The getting-started checklist

> The activation checklist on your dashboard, its two bands, and how steps are ticked.

**Dashboard → Getting started** is the separate activation checklist, tailored to the kind
of organisation you are, in two bands.

**Set up** is the core activation path, and it is the only thing the progress bar counts.
A company completes its profile, runs the Quick Assessment, reads the report, connects an
advisor and goes deeper with the Full Assessment; an advisor firm adds its first client,
starts an assessment for them, generates a meeting-prep brief and reviews their report.
Both also invite a teammate and set their notification preferences. Each row carries one
line on why it is worth doing, and its own action matched to the step and its state:
**Start** or **Continue** on an assessment, **Complete** on the profile, **Check** on a
report, **Request a match** on the Full Assessment before it can start; a finished row
shows its tick and no action.

**Discover** is a short feature tour, opened with **Open** on each row: your plan's
allowances, research and industry insights, capturing a note, exporting a report as a
PDF, and for advisors a client's research, creating a workspace client, and the
meeting-prep categories. These rows are optional, each can be hidden with its **✕**, and
none of them counts towards your progress.

Steps that track something real are marked done from what actually happened in the
product, so the checklist cannot get ahead of you; a pure look-around Discover row is
ticked once you have opened it. A step that is not available yet shows as **Locked** with
the reason. On a first visit a short walkthrough sits at the top of the dashboard showing
one step at a time; **Not now** puts the walkthrough away and leaves the steps exactly as
they were. Steps show as pending, in progress, locked or done, and the card leaves the
dashboard once nothing is left in either band. You can also hide it there with its **✕**,
and this page keeps the full list either way.

## Related

<CardGroup cols={2}>
  <Card title="Notifications and alerts" href="/using/notifications-and-alerts" icon="bell">
    The two dashboard feeds the checklist sits beside.
  </Card>

  <Card title="Running an assessment" href="/using/running-an-assessment" icon="play">
    Where the assessment steps take you.
  </Card>
</CardGroup>