‼️ Disclaimer: The steps outlined in this guide apply to both Android and iOS devices. Some visual elements or button placements may vary slightly depending on your operating system, but the functionality remains the same.
1. Launch the App
- Open the app on your mobile device
- If you have already set up your favourite tools, you can select "Checklists" from your favourites. For help adding or editing your favourite tools, click here!
- Alternatively, navigate to "More" on the bottom right of the navigation bar. From your Alkimii tools, click "Checklists"
2. Default Checklist View
Your default view will display a list of all checklists associated with your site. You have the option to filter your checklists to quickly locate the one you wish to action.
- You can filter by
- Category
- Frequency
- Due date
3. Due and Overdue Checklists.
- To see the checklists due today or overdue, select the option from "Due Date" dropdown menu and select "Apply filter" or simply swipe down.
- Each listed checklist will display:
- The progress of the checklist
- A fraction (e.g 3/10) showing tasks completed out of the total
- Once the checklists due today have been completed, they will be cleared from the due today screen
- Overdue checklists remain visible until all tasks are completed
To find out more informaiton about completing a checklist, click here!
5. Logging and Viewing Issues
-
If an issue is flagged during checklist completion, you’ll see a warning triangle symbol.
-
To view details:
- Open the checklist.
- Scroll through tasks until you see the one marked in red with the issue icon.
- Tap the task to see more details.
-
You can also leave a comment or action against the issue.
- To view the history on a specific checklist, you click on the arrow icon on the top right-hand corner of your checklist.
- Here you will see a breakdown of the tasks outstanding and completed with user, time and date stamp for quick reference.
For example, in a restaurant, fridge temperature logs are recorded on a checklist. If an inspector queries food storage, version history shows who logged the checks and when, proving compliance with HACCP standards.