L2L has revamped the way to complete a checklist making it more user and mobile-friendly! Making these changes will allow for Accelerated New-Employee Onboarding, Decrease the time to complete checklists, Increase the accuracy of checklist tasks, and Increase the completion rate of checklists.
Let's take a look at the new process!
To start you will now see the Checklist Requirements are defaulted to hidden, you can choose 'Show Section" to view/or edit details.
When using yes/no or drop-down select to customer answers you will now see a tabular view and the answer will be highlighted in black.
When using Numeric Input such as control/reject limits you will see if the answer is within the control limits the box will be highlighted in green, if it falls within the reject limits it will be highlighted in red.
If you choose to use the checkbox answer option you will now see the checkbox this answer will be listed as 'Mark as Done' or highlighted 'Done' when completed.
If you have a question that is a table or dynamic table that allows you to add columns or rows, you will now see the option to Add another or Delete Row.
You have the option to enable the ability to attach a photo, video, or file to each task or within a table column on the template and even require the attachment if desired. If required, the attachment button will show red when filling out the checklist, and if not required, will show grey. Attachments cannot exceed 100mb.
When you are finished with your checklist you will now see the options to either Save or Mark Closed listed below with the Exit option. However, if you click on the 3 dots you will see the option to Print or Save and Exit.
This is the Mobile View:
Now that you know how to fill out a checklist, please continue to learn about Document Revisions, Approval Process, Publication, and Revision History.