Checklist/SWP Reporting

Before you start

• You will need to have Created a new Checklist/SWP
• (Optional) You will need to have Attached a checklist to an Inventory Item**Pro and Enterprise Subscription only
• A user will need to have Accessed and accepted a Checklist/SWP

On Desktop – Checklist/SWP Reporting – Inventory Specific Checklists

1. In the side menu, select Inventory > Machinery and Equipment, Structures or Tools and find the applicable item.
2. Click Checklist button and then select the Checklist Logs tab.

On Desktop – Checklist/SWP Reporting – All Accepted Checklists

1. In the side menu, select Administration > Reporting > Checklists > Show me all checklists Completed
2. (Optional) Click Export as CSV/Export To Excel/Print Report

On Phone/Device – An Individual Users Accepted Checklists

1. In the menu, select People select the applicable user and select View Checklist Logs.
2. To view a checklist record in detail tap the applicable record.