Checklist Action Dashboard

Checklist Action Dashboard

Checklist Action Dashboard

The Checklist Action Dashboard is the User's 'to-do-list', which shows all Scheduled Checklists for Franchisees / Sites the User has access to.

The Checklist Action Dashboard has the Ticket Summary, just like the Checklist Summary Dashboard.
  1. Checklists To Do: All Checklists Scheduled for today will appear in this section (Checklists with a 'grace period' in the Checklist Schedule are an exception).
  1. Overdue Checklists: All Checklists that are past their due date will appear in this section if the Checklist Schedule is set to do so.
The 'to-do-list' is broken down into 2 different sections, which can be open/closed by clicking the triangle corresponding to each option.





When you click the triangle on checklists to do or overdue checklists, more detail will appear. The status section has three symbols: 

  • A red cross, meaning the checklist is yet to be completed. 

  • An orange status bar, meaning the checklist has been partially completed.

  • A green tick, meaning the checklist is fully completed. 

  1. Note: Overdue checklists will have either the red cross or the orange status bar. The red cross due to checklist's not being submitted, or orange status bar due to some of the questions were not answered, despite checklist was submitted. i.e. partially completed. 
A Checklist can be accessed and completed by clicking on the green 'Start' or grey 'Edit' button. When a checklist is accessed, the user will be taken to the Checklist for completion or further editing.




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