This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
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:
Name
Completion status (either Not Started, Completed, or Inactive)
If started, the percentage completed will also appear
Team
Due time and days
Number of items
Time the checklist was last updated
Access to View Report
View reports
A summary of each checklist can be accessed through the View Report buttons, and includes:
Item names
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.
Completed items
When items are marked as complete, the report will show:
A green tick
The time the item was completed
The employee who completed the item
View comments
Staff may also leave a comment when completing an item. These will show as red speech bubbles on the relevant item.
View photos
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.
