Access the checklist dashboard
After you have created a checklist, employees can start completing items. Use the checklist Dashboard to view details of the checklist, completion percentage, and view reports.
To access, navigate to Operations > Checklists > Dashboard.
On this page, checklists will be grouped by locations. Each checklist contains the following details:
Completion status (either Not Started, Completed, or Inactive)
If started, the percentage completed will also appear
Due time and days
Number of items
Time the checklist was last updated
Access to View Report
A summary of each checklist can be accessed through the View Report buttons, and includes:
Type of task
Section for each item
Completion details for each day of the selected week
Select date range
Reports will generate for the current week by default. The date range can be adjusted with the date selector, and will show the Monday - Sunday week that the selected date falls in.
For example, selecting 27 June will show a report for the Monday to Sunday week of
26 June - 2 July.
When items are marked as complete, the report will show:
Staff may also leave a comment when completing an item. These will show as red speech bubbles on the relevant item.
When items are marked as Photo types, staff need to upload an image to complete them. These images can be accessed in the report by clicking the View Photo button.