To view and action a checklist, ensure the View permission under Checklist has been enabled on employee profiles.
Access checklists in the app
Once the relevant permission has been enabled, staff can find checklists in their Mobile App under the Quick Links section.
Currently, checklists can only be completed through the Workforce Mobile App.
There are four different types of items that can be added to a checklist, and are completed in different ways.
Staff complete a Task item by ticking the checkbox. They'll also have the opportunity to leave a comment.
Staff complete a Photo item by uploading an image. They'll also have the opportunity to leave a comment.
Staff complete a Temperature Record item by entering a number. If this number falls outside the minimum and maximum range set when creating the checklist, it will be flagged.
If the temperature record is not relevant or unable to be completed, staff can use the N/A button to mark the item as complete.
Staff complete a Scale Record item by entering a number. If the scale record is not relevant or cannot be completed, staff can use the N/A button to mark the item as complete.