Completing a Checklist

When a checklist is assigned to you, it appears as a task. Answer each item, add photos where needed, and create follow-up tasks for anything that fails.

Step 1: Open the checklist task and answer each item using Yes, N/A or No.

Step 2: Enter readings like temperatures, and click Add Pic to attach a photo where required.

Step 3: If an item fails, create a follow-up task. Add a Description, set the Priority and Due date, and click Save. The follow-up task is linked to the checklist.

Step 4: When every item is answered, click Complete Checklist. The completed checklist becomes read-only.

Reviewing results: Managers can review completed checklists under Dashboards > Checklist Details. Choose the checklist and department, then click Go.