Checklists are guides to step workers through checks they must do before operating a machine or undertaking a task. Use a Checklist Log to see the status or a user's response.
Note: Your Access Level may restrict the use of some features.
For App use, see Viewing Checklist Logs (App).
Checklist reporting can be done from:
To report on Checklists content, see Checklist Content Report.
Checklists
- From the left menu, navigate to Documents > Checklists > Checklist Logs.
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- Use Filter By: to customise.
- To open a log, select the Title and click View Checklist or select more options ••• and View Checklist.
Manage People
- From the left menu, select People > Manage People.
- Find the user's tile and click more options
, then select View.
- Select the Checklist Logs tab.
- Use filters to customise the logs shown.
Reporting
- From the left menu, navigate to Administration > Reporting > Documents > Checklists Logs.
- Use Show Filter to customise.
- To export the report choose from .csv, excel or PDF using Export to.
Inventory
- From the left menu, select Inventory > Machinery and Equipment, Structures, Tools, or Chemicals.
- Click the inventory item to open.
- Select the Checklist Logs tab.
- To open log, click Title > View Checklist or select more options ••• > View Checklist.
