What are Checklists and how do they work?

Checklists are customisable questions that can be incorporated into the Trev reporting process.

Firstly, some quick definitions:

Checklist Item: this is an individual checklist question. For example, “Do you have any Health & Safety Incidents or Near Misses to report?”
Checklist Group: this is a collection of Checklist Items for a similar topic. For example, “Health & Safety”.

Checklists has been designed to provide a high level of customisation to suit a particular farms’ needs. This includes:

Naming and descriptions	There are several ways to define your checklist item: A Long Name sets the full question and is presented to Reporters in the reporting process - e.g. “Do you have any Health & Safety Incidents or Near Misses to report?”; A Short Name is typically surfaced in Analytics and Insights reporting - e.g. “Incidents & Near Misses”. A Description can be added to provide Reporters and those viewer results clarity regarding the specific details of a Checklist Item. An optional Reference can be associated with a Checklist Item to help with aligning to external documents or frameworks, e.g. the reference id of part of a quality assurance program.
Frequency	How often is the Checklist Item surfaced in the reporting process; every report, fortnightly, monthly, bimonthly, quarterly, six monthly or annually.
Mandatory	To denote whether this Checklist Item must be answered when completing a report, or not.
Type	This is the type of response the Checklist Item requires, one of: Short Text, suitable for responses typically less than 200 Long Text, suitable for responses typically 200 characters or more Date, e.g. 1 June 2023 Dropdown - a customisable set of predefined options, e.g. Yes, No, Maybe etc. Percentage, e.g. 50% Whole number (integer), e.g. 1 Decimal, e.g. 0.01
Validation Rule	The range of acceptable responses a Reporter can enter for Date, Percentage, Whole Number and Decimal types.
Ratings & Rating Scores	Ratings are the categorisation of responses into one of the following Ratings: Good, Ok, Poor, Unsure, Not Applicable, Incomplete. Each rating can be assigned a specific Score (0-100). E.g. for the Checklist Item “Do you have any Health & Safety Incidents or Near Misses to report?” a response of “No” might have a Rating of “Good” and an associated Score of 100, whereas a response of “Yes” might have a Rating of “Poor” and an associated Score of 0. For more information on how Ratings, Scores and Weightings work click here.
Weighting	The value attributed to this Checklist Item to ascribe higher or lower weightings than other Checklist Items based on their relative importance, e.g. 0 - 100. Weightings are taken into account when aggregating the scores of different Checklist Items. For more information on how Ratings, Scores and Weightings work click here.
Load previous response	To denote whether the last response for this Checklist Item can be loaded into the following week (to speed up reporting time) or if it must be answered fresh each time.
Start Date and End Date	Optional dates to control when a Checklist Item should be presented to / from in the reporting process.
Order	Control the order of where a Checklist Item appears in a Checklist Group. In addition, the order of Checklist Groups can be controlled for a Company.
Farms	Control which Farms this Checklist Item is / isn’t applicable for within a Company.

If you’d like to talk to one of the team about customising Checklists for your Company or Farm, get in touch with us via Intercom live chat.