Checklists

If you would like to manage and record certain procedures, checklists can be created to meet your custom needs. From the administrative site, click on the services menu and select checklists.

From the checklists screen, you will see a drop down menu that lists all of the checklists that you have created. When you select a checklist, you will see a list of the completed checklists for that type of checklist. You will also have the ability to edit the checklist that is currently selected.

Creating a new checklist

Click on the new checklist button to create a new checklist. You will be prompted for a checklist name. After entering and submitting the checklist name, you will be redirected to a page to build your checklist. A default Checklist Group has been created to get you started.

Checklist groups help you to organize your checklist into sections. If you click on the edit button to the right of the checklist name, you will be able to edit that name. Click on the Add Item button to create your first checklist item. When creating a new item, enter a description of what needs to be done for that item and select how you would like to present this item to your employees with the type drop down menu. If you select Check, the employee will have two toggles indicating whether the item passed or failed. If you select Input, the employee will be able to enter in whatever data you would like to collect.

When building out the checklist, you will be able to remove, edit and re-organize the items and groups by dragging and dropping them into the order you like.