Checklists are lists of questions to be answered / filled out by Employees in particular situations.



1.  For example, an Employee may be required to fill out a Checklist on first starting the first Task of the Job.


    The Checklist could contain questions like

• Has a deposit been received? If so how much and what date was it received?

• Has an invoice been raised for the balance? 

• Have all required material purchases been placed for this Job?

• etc.

2.  As another example, a factory based Employee may be required to fill out a Checklist when they are about to load a truck with finished goods.


     The Checklist could contain questions like

• How many items are to be loaded?

• Have all items been quality control checked by you?  

• Has the truck driver signed our documentation?

• etc.

• Have you been inducted in onsite procedures?

• Has the site's Health and Safety Policies been explained to you? 

• Are all Hazards clearly identified

• etc.

4.  There are two special types of checklists that are used when

• Clocking In

• Clicking on the Back From Lunch button 

You can have an unlimited number of Checklists - but each Checklist must have a unique name. 

Each Checklist can have an unlimited number of any sort or type of questions that you wish to have.   


 
Checklists have Checklist Triggers. 

A Checklist Trigger is an event (e.g. clicking on a Green Start button in the Factory version) that displays the Checklist for the Employee to fill out.

Employees answer each question with a tick box yes or no or provide a brief comment before continuing past the Checklist Trigger event.




To allow Employees to use Checklists see Employees and Checklists.