This outlines the steps to create and schedule a new checklist in the DDS Dashboard for team members.
1. Access Checklists
Navigate to the Checklists section in the left-hand navigation.
2. Start a New Checklist
If you have an existing checklist as a PDF or document, import it.
If starting from scratch, click on 'Create Checklist'.
3. Add Checklist Title and Description
Click 'Add Question'.
Enter the title of your checklist.
Optionally, add a description.
4. Add Checklist Items
Begin adding your first checklist item.
Choose response formats such as:
Yes or No
Checkboxes
Dropdown selections
Text fields
Statistics for direct entry.
5. Preview Your Checklist
Click 'Preview' to see how the checklist will appear to employees.
6. Edit Checklist as Needed
Return to 'Edit' to make any necessary adjustments.
7. Schedule the Checklist
Click 'Schedule' at the top.
Choose the frequency: daily, weekly, monthly, or On Demand.
8. Assign the Checklist
Choose between:
Individual Completion: Each assigned employee completes their own checklist.
Group Completion: Any employee can complete the checklist for the entire group.
9. Save the Checklist
Review all settings and click 'Save'.
10. Edit Checklist if Necessary
To make changes later, click the 'Edit checklist' icon on the right.
Cautionary Notes
Ensure that the checklist items are clear and concise to avoid confusion among employees.
Double-check the scheduling frequency to ensure it aligns with your team's workflow.
Tips for Efficiency
Use the preview feature frequently to ensure the checklist meets your expectations before saving.
Consider using templates for recurring checklists to save time.