Confirm actions that have been done and/or indicate the status of things with Checklists
Both Instructions and Checklists are essential components found within a Guide. While instructions are designed to support capturing processes, checklists allow users to capture operational data:
- Checklists enable end-users to confirm that actions have been completed and to indicate the status of various tasks.
- In addition to the check finding, users can include additional details (text or media) based on their observations on the shop floor.
Complete & Submit a Checklist
1. Open a Guide & go to a Checklist
2. Click on the arrow to go to the first Check
3. Go through the checks one by one and enter your findings
- ✅ Green Check: Select this to record a passing or true score if the findings meet the specified parameters or the answer is “YES”
- ❌ Red Cross: Select this to record a failing or false score if the findings do not meet the specified parameters or the answer is “NO”
- ⬜ Blank: Leaving the answer blank records an incomplete score
4. (Optional) Add details
- Click “Add details” to provide comments or upload an image or video (limit of 20MB)
- Type your comments in the text field
- Select an image/video from your library or take a new image/video by using the camera on your device
- Click "SAVE" to store your details
5. Once you've reached the end of the checklist, review the results you've recorded in the Checklist Summary
6. Fill in your name & click "SUBMIT RESULTS".
✍️ You may also be required to add your signature
Submitting Checklist Offline with the Native App
Users can also complete and submit checklists offline using the Native App:
- Offline Mode: Download the Guide for offline use and complete the checklist while offline. The results will be submitted once the device reconnects to the internet.
- Confirmation: A confirmation message will appear if the saving was successful. Otherwise, an error message will be displayed.
- Guide Updates: If an admin or editor makes changes to the Guide, users need to delete the existing Guide and download the updated version.