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Home > Factory Productivity and Scheduling > Advanced Topics > Advanced Employee Topics  > Checklists > Introduction to Checklists

Introduction to Checklists


Checklists are lists of questions to be answered / filled out by Employees in particular situations.



1.  For example, an Employee may be required to fill out a Checklist on first starting the first Task of the Job.


    The Checklist could contain questions like


  • Has a deposit been received? If so how much and what date was it received?
  • Has an invoice been raised for the balance? 
  • Have all required material purchases been placed for this Job?
  • etc.


2.  As another example, a factory based Employee may be required to fill out a Checklist when they are about to load a truck with finished goods.


     The Checklist could contain questions like

  • How many items are to be loaded?
  • Have all items been quality control checked by you?  
  • Has the truck driver signed our documentation?
  • etc.



3.  For another example, an Employee may be required to fill out a Checklist when they first start an on-site Task.


     The Checklist may contain questions like

  • Have you been inducted in onsite procedures?
  • Has the site's Health and Safety Policies been explained to you? 
  • Are all Hazards clearly identified
  • etc.



4.  There are two special types of checklists that are used when

  • Clocking In
  • Clicking on the Back From Lunch button 

For more information see The Clock In Checklist and The Back From Lunch Checklist

 



You can have an unlimited number of Checklists - but each Checklist must have a unique name. 

Each Checklist can have an unlimited number of any sort or type of questions that you wish to have.   


 
Checklists have Checklist Triggers. 

A Checklist Trigger is an event (e.g. clicking on a Green Start button in the Factory version) that displays the Checklist for the Employee to fill out.

Employees answer each question with a tick box yes or no or provide a brief comment before continuing past the Checklist Trigger event.




To allow Employees to use Checklists see Employees and Checklists.

To see how to add a Checklist see Adding a Checklist.

Checklists can be edited - see Editing a Checklist.

To report on Checklists see Checklist Reporting.  


  



 





See also