The Checklist To-Do List shows all Scheduled Checklists for the Franchisees / Sites (Centres / Rooms) the User has access to.
To access the Checklist To-Do List click the 'Checklists' tab and click 'To-Do List'.
Please note: when completing Checklists via our Web Portal the system won't be able to save your Checklist as a Draft.
Similar to our Mobile App, this page has a filter option where the User can select Templates they would like to focus on. You can either 'Apply' a filter which will reset the next time you come to this page, or you use 'Save and Apply' which will retain your filter.
The To-Do List is broken down into 3 different sections, which can be opened / 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).
Once you've located the Checklist you wish to complete, simply click 'Start' and your Checklist will load.
If the button shows 'Edit' instead of 'Start', it means the Checklist has been partially completed but not all questions have been answered yet.
Checklists Completed Today : All submitted checklist today.
Overdue Checklists: All Checklists that are past their due date will appear in this section if the Checklist Schedule is set to do so.