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App - Checklist: Can I complete a checklist on behalf of someone else?

This article explains the rules for completing a checklist on behalf of another staff member.

Updated over a week ago

In most cases, you can. A staff member may complete a checklist on behalf of another user under the following conditions:

  1. Same Room Access

    • Both staff members are assigned to the same room.

  2. Shared Space Access

    • Both staff members have access to the same space.

      Example: If the Nursery and Toddler rooms share a bathroom, the Nursery teacher may complete the Bathroom checklist on behalf of the Toddler Teacher.

  3. Staff with a Higher Authority

    • The staff member completing the checklist holds a higher position.

      Example: A Center Manager may complete any room’s checklist.

  4. Shared Device Use

    • Both staff members use the same device (e.g., tablet) to complete the checklist.

Note:

Avoid completing the same checklist at the same time as another user, as it creates duplicate. Always click “Submit” to ensure your changes are saved.

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