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Completed Checklist

The Completed Checklist is the paper version of your digital checklist.

S
Written by Support Manager
Updated over 2 years ago

The Completed Checklist is the paper version of your digital checklist. It is an interactive report that is so much more than just a pdf of what was filled out. Even though you can print it, the Completed Checklist report is meant to be used online and shared digitally vs on paper.

We will now break down the completed report and all of its functionality.

Attribute

Explanation

Filter

  • Located at the very top of the Completed Checklist report.

  • This filter will allow you to select tags that were applied to questions or responses and filter the report down to only those questions that have the tag.

  • Ex: You could filter by the Unsatisfactory response tag and only show questions where the response was tagged with Unsatisfactory. That is an easy way to create an action plan.

Header Info

  • The second block of data, is directly below the Filter block.

  • This data is all of the pertinent information about the Completed Checklist.

  • Think of it as the Who, What, When, and Where Sections.

  • The Header Contains:

    • Who completed the checklist.

    • When it was done.

    • If multiple people contributed it will show their names.

    • If it was done on a schedule, it will show which schedule it was completed on.

    • It shows the address of the location it was completed at.

    • I More button will pop up additional location information.

    • any Response Set Tags will be displayed in this section.

  • Share Button:

    • As discussed earlier, this report is meant to be viewed online.

    • For users simply share the URL and if they have access to the location they will be able to view the report.

    • We also, allow you to share the checklist with non-users of the platform.

    • By clicking the share button you will have the option of creating a link to the report that you can share with non-users. They will only be able to access this one report.

    • There are two options.

      • Share Read Only: this link will let the non-user to view the report but they will not be able to add comments to the checklist.

      • Share Updateable: this link will allow the non-user to comment and add photos to the report.

      • Once you make your selection you will get access to a URL that you can send to the non-user to give them access to the report.

      • The share options are determined by the person sharing the checklist's roles. If the person has Question Response Set Update Checked then they will get the option to share Updateable.

Created Tasks

  • Auto-created tasks are tasks that are created off of a Task Template applied to a question on the checklist.

  • If the question has a task template applied, and the response triggers an Unsatisfactory tag to be applied to the response, the task is created on the submittal of the checklist.

  • Any created tasks will be displayed on the Created Task section of the Completed Checklist Report.

  • Manually created tasks will also show in this section.

  • You can click on the individual tasks and open them up and complete them.

  • The status of the tasks is displayed right on the data grid.

  • This makes it easy for people who are managing the follow-up tasks to see their status and what needs to be done.

  • Ex: this would be great for above store leaders who are auditing a store, they can easily track the follow-up tasks that are created off of the checklist.

Summary

  • The summary section breaks down the score of each category on the checklist.

  • Also, each category is a link to that section of the report.

  • You just have to click on the Category and you will be scrolled to the top of that category below.

Question and Answer Section

Attribute

Explanation

Category

  • Represented by a black bar going across the page.

Question Text

  • This is the question that was asked of the person completing the checklist.

Response

  • The answer to the question.

  • See the little thermometer next to the temperature response. That thermometer represents the source, a digital thermometer.

Question Tags

  • Question Tags are directly below the question text.

  • A critical tag is how we designate a question as a critical violation. To become a critical violation the response needs to be tagged with an Unsatisfactory tag.

Response Tags

  • These tags are created by OpsLogic Rules assigned to the question and applied to the response.

  • The Unsatisfactory tag is how we designate issues and are counted throughout the system.

Time

  • The time the question was answered.

  • Will always display the last time it was answered if the person changes their answer.

  • You can the times to see how quickly people went through the checklist.

Map Pin

  • If you click the map pin a pop-up will appear with the exact geolocation, and map, of where the question was answered.

Comment Box & Create Task Controls

  • The Comment box allows a person to add a comment to the response on the report.

  • If the comment is not created by the person who originally completed the checklist. The system will notify the person who completed the checklist that a comment was added.

  • The comment box is the same one that is in the checklists and will allow the end user to leave text comments and add photos or attachments.

  • The Create Task drop-down will allow you to create a task that is linked to the exact checklist, question, and response.

  • Those tasks will show up in the Task section above.

  • You can have a combination of auto-created tasks and manually-created tasks on the checklist.

Photos and Attachments

  • You can click on any photos that are on the checklist and it will blow the photo up to make it easier to read.

  • Just click the photo again and it will close.

  • If you click on document attachments, they will download onto your device.

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