Checklist Reporting

Checklists are guides to step workers through checks they must do before operating a machine or undertaking a task. When a user completes a checklist a record is logged under Checklist Logs in their profile.

Before you start

• You will need to have added a checklist.
• (Optional) You will need to have attached a checklist to an inventory item.
  Pro and Enterprise Subscription only
• A user will need to have run and submitted a checklist

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 menu and select View Log.
      
      
      
      
      
   2. To view a completed checklist click the  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. Search checklists log records by using the Filter functionality.
   
   
3. To export the data, click on one of the Export to buttons and select the format accordingly. 
   
   

A User's Accepted Checklists

On 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 left hand menu, select Inventory > Machinery and Equipment / Structures / Tools and find the applicable inventory item.
2. Click the  menu 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 menu and select View Log.
      
      
      
      
      
   2. To view a completed checklist click the menu and select View Checklist. This will display a  copy of the checklist.
      
         
      
      

On App

1. Navigate to the applicable inventory item through either the main menu or via the items QR code
   1. From the main menu, select Inventory > Machinery / Structures / 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.