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
Open a Guide & go to a Checklist
Click on the arrow to go to the first Check
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
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
Once you've reached the end of the checklist, review the results you've recorded in the Checklist Summary
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.
