Checklist Reporting

 

Before you start



    All accepted Checklists - Desktop 
    A User's accepted Checklists -   App
    Checklists accepted for an Inventory Item - Desktop
    Checklists accepted for an Inventory Item - App



    All Accepted Checklists

    On Desktop via Checklists

    1. In the side menu, select Documents and Files > Checklists and navigate to the Checklists Logs tab.

      1. To view the checklist log data of a particular checklist occurrence click the 3 dot menu and select View Log.

      2. To view a completed checklist click the 3 dot menu and select View Checklist. This will display a  copy of the checklist.


     

    On Desktop via Reporting

    1. In the side menu, select Administration > Reporting > Procedures Show me all Checklists Logs Report


    2. Here you can search checklists log records by using the Filter functionality.

    3. Click Export as CSV/Export To Excel/Print Report to export the data. 

     

    A User's Accepted Checklists

    On the App

    1. In the main menu, navigate to People select the applicable user, and select Checklist Logs

         
    2. To view a completed checklist record in detail tap the applicable record.


    Checklists accepted for an Inventory Item

    On Desktop

    1. In the side menu, select Inventory > Machinery and Equipment, Structures or Tools and find the applicable inventory item.
    2. Click the three-dot button and then select Checklists.
    3. Navigate to the Checklist Logs tab and this will provide you with a list of all accepted checklists for this inventory item. Here you can filter by the status of the checklist, who performed the checklist, which checklist was completed, and the date the checklist was completed.


      1. To view the checklist log data of a particular checklist occurrence click the 3 dot menu and select View Log.

      2. To view a completed checklist click the 3 dot menu and select View Checklist. This will display a  copy of the checklist.

           



    On the App

    1. Navigate to the applicable inventory item through either the mian menu or via the items QR code
      1. From the main menu, select Inventory > Machinery, Structures or Tools > Select Item.
      2. Tap the QR Code icon on the bottom menu bar. 
    2. Tap Checklist from the inventory items menu and then tap All Checklist Logs.
       
       
    3. To view a completed checklist record in detail tap the applicable record.