Introduction
Checklists are a core feature of the Blanket app and building them is easy and intuitive. One thing to note before we begin; if you delete a template, you will also loose all historical data from that list. Do not delete templates.
To begin, log in to your company dashboard. Navigate to LISTS.
Jump To:
We have two types of templates; Global & Location.
Global Templates can be built and then pushed out to many locations, so there is consistency in the content as well as the settings (scheduling/reporting). Global Templates require a particular permission setting turned on in order to create/edit.
Location Templates are built under one location within an organization. These can be copied over to other locations as well, but location templates allow anyone with Manager Admin permissions to edit. You may want to use location templates if two locations have different layouts, hours of operations, etc which may require operational templates to vary by location.
Whether global or a local, templates are built the same. Click on the blue "New Checklist" button at the top right of the screen to begin.
Give your Checklist a name in the first field. Below the title, you'll notice four tabs, Build, Settings, Report, & Rules. We'll uncover how each tab works in the sections below.
BUILD
Use this tab to build the tasks you'd like the performer to complete. You can create Pages, sections, tasks, and choose from a variety of answer types.
Pages and Sections help to keep tasks organized. Create new Pages with the tiles across the top; click on them to re-name them. Sections will appear in bold text and you can drag and drop them around any order within the task list.
When creating tasks, be specific so that the language sets the standard expectation for what you are trying to achieve. You can drag and drop tasks to reorganize them as you go too.
The default answer type will always be Checkmark, and the default point value will always be "1" but both are customizable. Setting different answer types allows you to collect proof of tasks completed. Read more about Answer Types in this article. There is so much flexibility in our data collection options; you can require photos, apply conditional logic, and create pass/fail rules.
Click on the show/hide arrow to open the task panel for even more customized options.
Add an external URL link to training content or external resources
Change the point value
Check off if this item is critical. When checked, then IF this task is failed, the entire List is "failed" regardless of how the rest of the tasks are answered. This is generally used for non-negotiables.
Check off to allow user to skip task. This means the user has the option to skip this task if it's not applicable on that date. When skipped, the system will ignore this task from pointing.
Add a description to help the user understand the task
Upload an example photo for a visual representation of the standard
Set conditions for pass/fail (explained further in the Answer Type article)
Create conditional & nested tasks. We only allow for 1 nested task within a task at this time.
ALWAYS click SAVE when you're done making changes.
SETTINGS OF A LIST
Once you have your tasks written, it's time to assign the checklist to the feed for the right users. Navigate from the Build tab to the Settings Tab.
Schedule & Assigning
Follow this link to read about scheduling & Assigning. There is a lot to consider, so we keep it in it's own article.
Set A Duration
Next up, there is an option to set a duration. This will tell the system the minimum amount of time this list should take to complete. The user won't see this number, but having this in place will also help the system flag potential pencil-whipping (faking it).
Advanced Options
There are some additional "advanced options" available. Read about them in this article: List Advanced Options Explained
REPORTS
Lastly, and this setting is optional, you can set up email or SMS reports to send automatically once a checklist is complete.
Select the position you wish this report to go to. A checklist report will only go to those positions that are assigned to that location.
For example, if you want the General Manager to receive the report when selecting that position, it might say "General Manager (15 members)" because this is how many GM's are within the organization, but this report will only go to those GM's who are assigned to this location.
The email has an in-line report of the entire checklist.
