Checklists play a vital role in maintaining quality control by ensuring that all necessary tasks, safety procedures, and operational requirements are fulfilled before closing a request. By enforcing standardized processes, checklists help minimize errors, enhance compliance, and improve overall efficiency. They also serve as a reliable record of completed tasks, making it easier to track progress and maintain accountability.
Assigning a Checklist to a Service Request
To assign a checklist to a specific service request type:
- Log in to the FacilityBot Web Portal.
- Navigate to “Features” → “Requests” → “View Request Settings.”
- Click on the service request form you want to modify. Then, click “Edit.”
- Go to “Other Settings.”
- Select a requestor tag or a group of requestors allowed to submit this request.
- Choose the checklist that must be completed before the request can be marked as “Complete.”
- Click “Save.”
Completing a Checklist
Once a checklist is assigned to a service request, users must complete it before finalizing the request.
To complete the checklist:
- Go to “Features” → “Requests.”
- Select the relevant service request ticket.
- Scroll down and click “Edit Completion Checklist.”
- Fill out the checklist and click “Complete.”
- A checkmark will appear to confirm that the checklist has been successfully saved.
- You can choose whether to require responders to upload a completion photo by clicking the asterisk.
- Once completed, you may now mark the status as completed. Click on “status box”, then choose “complete.”
- Put remarks and click “ok.”
Reviewing a Completed Checklist
To review a completed checklist:
- Go to “Features” → “Requests.”
- Select the service request ticket you want to review.
- Scroll down and click “View Completion Checklist.”
By following these steps, you can ensure that all service requests meet the required standards before they are marked as complete.
