Checklist Labels

229 May 27, 2024

Managers may want to assign preventive maintenance checklists a label to differentiate types of checklists. FacilityBot’s Checklist Label feature lets managers categorize checklist with labels for filtering and reporting. 

Creating Checklist Labels in Parent Checklists

  • Log in to FacilityBot Web Portal. 
  • Go to Settings then Checklists. 
  • Select “+ New.”
  • You can start from a blank template or with a template from FacilityBot’s checklist library.
  • Click on “Add Label.”
  • Create a new label.
  • Give your new label a name and select a color. 
  • Once done, click “Create.”

Creating a Child Checklist with Checklist Labels

Once a parent checklist has a label, all child checklists created from the parent will have the same label.

  • Log in to FacilityBot Web Portal. 
  • Go to Settings, then Checklists. 
  • Hover on a selected checklist and click on the plus icon to create a child checklist.
  • A floating editing panel will appear to confirm your choice.
  • Alternatively, you can scan the checklist QR code using the FacilityBot mobile app to create a new child checklist.
  • The newly created child checklist will appear under Features->Checklists->Active. The child checklist will have the same label as the parent checklist. 

Assigning Labels to Checklists

  • Once a label has been created, managers can assign it to checklists.
  • Click on “Add Label.”
  • Tick the box beside the label you want to select.
  • The checklist will be assigned with the label you just created. Click “Save and Approve” to save the changes.
  • Back on the main page, checklist labels will appear below the checklist ID. 

Filtering Statistics Using Checklist Labels

Managers can filter checklist data using checklist labels. 

  • Go to “Statistics” then “Checklist Data.” 
  • Select a label from the menu.
  • Once selected, click on “Apply Filter.” 

Filtering Checklist Calendar Using Checklist Labels

Managers can filter checklist data using checklist labels. 

  • Go to “Features” then “Checklists.”
  • Select “Calendar” on the far right.
  • The page shows a calendar view of preventive maintenance checklists. Click on the filter icon.
  • Select a checklist label filter.
  • Once done, click “Apply.” The page will show the checklists with the selected label.