Introduction to Checklists
Checklists are lists of questions to be answered / filled out by Employees in particular situations.
- 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
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Has a deposit been received? If so how much and what date was it received?
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Has an invoice been raised for the balance?
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Have all required material purchases been placed for this Job?
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etc.
- 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
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How many items are to be loaded?
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Have all items been quality control checked by you?
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Has the truck driver signed our documentation?
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etc.
- For another example, an Employee may be required to fill out a Checklist when they first start an on-site Task.
The Checklist may contain questions like
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Have you been inducted in onsite procedures?
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Has the site's Health and Safety Policies been explained to you?
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Are all Hazards clearly identified
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etc.
- There are two special types of checklists that are used when
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Clocking In
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Clicking on the Back From Lunch button
For more information see The Clock In Checklist and The Back From Lunch Checklist.
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.
To see how to add a Checklist see Adding a Checklist.
Checklists can be edited - see Editing a Checklist.
To report on Checklists see Checklist Reporting.