The checklist register enables users to see every single checklist that has been started and finished.
To access the Checklist Register click the "Checklist Manager" tab, then click "Register" from the dropdown.
OR
When you are inside Checklist Manager, you can also click the Register below the menu to access the Register page.
At the top of the Register page there are various filters which enable you to search for Checklists within the register:
These options help you quickly find the checklist you need, without having to scroll through the whole list.
The blue names / buttons may be clicked on to change how the user views the checklist register.
Name: Alphabetically sorts the names of your checklists. A lock icon will appear if a checklist is locked or cannot be edited.
Template: Alphabetically sorts your templates.
Date: Sorts by when the checklist was completed - Either the farthest or closest date.
Creator: Allows the user to sort by who created the checklists.
Center/Franchisee: Allows the user to sort checklists by the franchise/center.
Room: Allows the user to sort checklists by the room.
Score: Allows you to view the score of the checklists.
Completed: Orange Status Bar (partially completed) or Green Check (fully completed).
Actions: Allows the user to Delete a checklist from the Register, Print a PDF of the Checklist, Copy a checklist and save the Attachments to their PC. These is also an option to email the PDF to someone, and check the Checklist + Email history.
Reassigning Checklist
The “Select Checklist” box with check boxes on the far left correlates with the green buttons above the checklist register list.
To use any of these options, click the checkbox next to the checklist you want to interact with, and select one of the green options.
Reassign: Allows the user to Reassign the checklist to either a center or room, and then allows the user to choose a specific center or room.
Generate Custom Report: Allows the user to generate a custom PDF report for their checklist. Report layouts are created in the Reports section under 'Checklist PDF Layouts.' The creation of these are explained in the Checklist PDF Layouts article.
Lock/Unlock Update:
Clicking this will lock the checklist so further changes are not allowed.
If the checklist is already locked, a lock icon will appear beside it, and a warning message will show when attempt to edit it.
Complete Checklist: Allows the user to select a specific checklist that has not been completed and allows them to complete the checklist.
Record counts are now visible at the top of each register. You can set how many records show per page.
As a whole, the Checklist Register allows users to see their completed and non-completed checklist, giving users various options regarding their checklists.