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Checklist To-Do List

This article will give you a rundown on how your Checklist Action Dashboard works.

Updated over a week ago

The Checklist Action Dashboard is the User's 'to-do-list', which shows all Scheduled Checklists for Franchisees / Sites the User has access to.

The Checklist Action Dashboard has the Ticket Summary, just like the Checklist Summary Dashboard.

The 'to-do-list' is broken down into 2 different sections, which can be open/closed by clicking the triangle corresponding to each option.

  • Checklists To Do: All Checklists Scheduled for today will appear in this section (Checklists with a 'grace period' in the Checklist Schedule are an exception).

  • Overdue Checklists: All Checklists that are past their due date will appear in this section if the Checklist Schedule is set to do so.
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When you click the triangle on checklists to do or overdue checklists, more detail will appear. The status section has three symbols:

  • A red cross, meaning the checklist is yet to be completed.

  • An orange status bar, meaning the checklist has been partially completed.

  • A green tick, meaning the checklist is fully completed.
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  • Note: All overdue checklists will have the red cross due to no of them being completed.

A Checklist can be accessed and completed by clicking on the green 'Start' or grey 'Edit' button. When a checklist is accessed, the user will be taken to the Checklist for completion or further editing.

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