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.”
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-5-1024x514.png)
- You can start from a blank template or with a template from FacilityBot’s checklist library.
- Click on “Add Label.”
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-6-1024x519.png)
- Create a new label.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-7-1024x515.png)
- Give your new label a name and select a color.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-8-1024x522.png)
- Once done, click “Create.”
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-9-1024x516.png)
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.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-10-1024x515.png)
- Hover on a selected checklist and click on the plus icon to create a child checklist.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-11-1024x520.png)
- A floating editing panel will appear to confirm your choice.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-12-1024x522.png)
- Alternatively, you can scan the checklist QR code using the FacilityBot mobile app to create a new child checklist.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-13-1024x519.png)
- The newly created child checklist will appear under Features->Checklists->Active. The child checklist will have the same label as the parent checklist.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-14-1024x516.png)
Assigning Labels to Checklists
- Once a label has been created, managers can assign it to checklists.
- Click on “Add Label.”
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-15-1024x520.png)
- Tick the box beside the label you want to select.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-16-1024x520.png)
- The checklist will be assigned with the label you just created. Click “Save and Approve” to save the changes.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-17-1024x518.png)
- Back on the main page, checklist labels will appear below the checklist ID.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-18-1024x519.png)
Filtering Statistics Using Checklist Labels
Managers can filter checklist data using checklist labels.
- Go to “Statistics” then “Checklist Data.”
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-19-1024x523.png)
- Select a label from the menu.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-20-1024x525.png)
- Once selected, click on “Apply Filter.”
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-21-1024x523.png)
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.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-22-1024x523.png)
- The page shows a calendar view of preventive maintenance checklists. Click on the filter icon.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-23-1024x520.png)
- Select a checklist label filter.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-24-1024x525.png)
- Once done, click “Apply.” The page will show the checklists with the selected label.
![](https://blog.facilitybot.co/wp-content/uploads/2023/07/image-25-1024x519.png)