What's up next?
New Daily Checklists
Why are we doing this?
Daily checklists are important to develop a 'system' within your business and help when there is staff turnover or employee sickness to ensure all daily, weekly and monthly activities are completed as required.
The organization of the checklist section is to allow employees to complete the item, raise a hand and provide comment as well as identify checklists that have not been completed.
We have used color cues so managers and employees can easily identify what has and has not been completed.
Expected release date: 4/14/2020
Why are we doing this?
Daily checklists are important to develop a 'system' within your business and help when there is staff turnover or employee sickness to ensure all daily, weekly and monthly activities are completed as required.
The organization of the checklist section is to allow employees to complete the item, raise a hand and provide comment as well as identify checklists that have not been completed.
We have used color cues so managers and employees can easily identify what has and has not been completed.
Expected release date: 4/14/2020
Checklist Daily View
Here we can see a checklist for a particular day with it's AM, MidDay and PM views. Green indicates all items for that check have been completed. These can be expanded to show the individual checklist items. The calendar to the right shows the date navigation as well as a quick overview of whether checklists for any date have been completed or not with the green checkmark.
Checklist Daily View
Here we can see a checklist for a particular day with it's AM, MidDay and PM views. Green indicates all items for that check have been completed. These can be expanded to show the individual checklist items. The calendar to the right shows the date navigation as well as a quick overview of whether checklists for any date have been completed or not with the green checkmark.
Checklist expanded
This shows how the checklist can be expanded. This also shows the completion and comments sections. Checklists can be flagged as need further attention which turns that yellow until resolved.
Checklist expanded
This shows how the checklist can be expanded. This also shows the completion and comments sections. Checklists can be flagged as need further attention which turns that yellow until resolved.
Checklist needs attention
This shows a checklist item that needs attention as well as an overdue checklist. These are color coded for easy viewing and interpretation.
Checklist needs attention
This shows a checklist item that needs attention as well as an overdue checklist. These are color coded for easy viewing and interpretation.
Checklist dashboard
This view allows a manager to query date ranges to see checklists that have been completed, need further attention and those that are overdue. This can also be printed to paper if they are to be used in meetings.
Checklist dashboard
This view allows a manager to query date ranges to see checklists that have been completed, need further attention and those that are overdue. This can also be printed to paper if they are to be used in meetings.
Checklist comments
This shows how comments can be accessed if an employee sees it necessary to leave a comment within a checklist. These will show in chronological order from most recent to oldest.
Checklist comments
This shows how comments can be accessed if an employee sees it necessary to leave a comment within a checklist. These will show in chronological order from most recent to oldest.
List of checklists
This screen shows the list of checklists for the business. This can only be accessed by those with proper permissions. This is where checklists can be edited.
List of checklists
This screen shows the list of checklists for the business. This can only be accessed by those with proper permissions. This is where checklists can be edited.
