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Checklist To-Do List [video]

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

The Checklist Action Dashboard is the User's 'to-do-list', which shows all Scheduled Checklists for Centers / Rooms 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.

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.

  • 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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