FacilityBot’s Checklists feature enables teams to standardize inspections, audits, and routine tasks across facilities. It ensures consistency, accountability, and visibility by allowing responders to complete structured checklists while managers monitor performance, compliance, and operational quality.
Checklists can be scheduled or created on demand, completed via mobile or web, and enhanced with scoring, conditional logic, approvals, and automation. With features like offline mode, QR code access, and automated corrective actions, FacilityBot empowers teams to maintain high operational standards efficiently.
🧠 Key Capabilities
1️⃣ Checklist Creation & Configuration
Create flexible and dynamic checklists tailored to your operational needs, with support for validation, scoring, and conditional logic.
Relevant guides:
- Checklists
Create and manage checklist templates, including questions, sections, and configurations. - Checklists: Configure Conditional Logic
Display or hide questions dynamically based on previous responses. - Checklists: Free Text Field Validation
Ensure accurate input with validation rules for text responses. - Checklists: New Scoring Formula Check
Apply updated scoring formulas to better evaluate checklist performance. - Checklist Scoring
Configure how checklist scores are calculated and interpreted. - Checklists: Scoring Grid
Define scoring criteria using structured grids for detailed assessments. - Smart Checklist Import (Powered by ChatGPT)
Quickly generate and import checklists using AI-assisted tools.
2️⃣ Checklist Execution & Completion
Enable responders to perform and complete checklists efficiently across mobile and web platforms.
Relevant guides:
- Completing Checklists
Complete assigned checklists directly through the mobile app. - Completing a Checklist in FacilityBot App
Step-by-step guide for responders performing checklist tasks. - Editing and Completing Checklists in the Responder Portal
Update and complete checklists via the web portal. - [Checklists – Mobile] Creating an Ad Hoc Checklist
Create checklists on the spot for unscheduled inspections. - Creating an Ad Hoc Checklist in FacilityBot Mobile App
Alternative guide for creating ad hoc checklists via mobile. - Scanning QR Code to Create Ad-Hoc Checklist
Instantly generate checklists by scanning QR codes tied to locations or assets. - Offline Mode for Checklists
Continue completing checklists even without internet connectivity.
3️⃣ Checklist Monitoring & Navigation
Track, search, and manage checklist activities with ease across the platform.
Relevant guides:
- Viewing Upcoming Checklists in the Responder Portal
View scheduled and upcoming checklist tasks. - Navigating to the Checklist History Page in the Responder Portal
Access completed checklists and historical records. - Searching for Checklists in the Responder Portal
Quickly locate checklists using search and filters. - Checklist Review Bulk Actions
Perform bulk actions when reviewing multiple checklist submissions.
4️⃣ Corrective Actions & Workflow Integration
Automatically trigger actions and integrate checklists into operational workflows.
Relevant guides:
- Creating Corrective Requests from a Checklist
Generate follow-up requests based on checklist findings. - [Checklists] Allow auto creation of Corrective Requests based on Checklist responses
Automate corrective actions based on predefined responses. - Configuring Checklists for Service Requests
Attach checklists to service requests for structured task execution. - Updating Meter Readings Whilst Completing a Checklist
Capture meter readings during checklist completion for accurate tracking.
5️⃣ Permissions & Access Control
Control who can view, manage, and access checklists using roles and permissions.
Relevant guides:
- Checklists – Custom Manager Accounts Permissioning by Location Tags
Restrict checklist access based on location tags. - Custom Manager Roles that Can Only View Selected Checklist Labels
Limit visibility of checklist labels based on user roles. - Checklist Labels
Organize and categorize checklists using labels. - Linking Checklists to Customer
Associate checklists with specific customers or accounts.
6️⃣ Reporting, Scoring & Data Insights
Analyze checklist performance and extract meaningful insights through reporting tools.
Relevant guides:
- Checklist Data
View checklist data across properties and portfolios. - [Checklist Data] Data by Parent
Analyze checklist data grouped by parent categories. - Aggregated Checklist Scores
Review overall performance through aggregated scoring. - Checklist Statistics
Access detailed statistics and trends for checklist performance.
7️⃣ Documentation & Output
Generate and customize checklist outputs for reporting and sharing.
Relevant guides:
- Generating Checklists PDF in the Responder Portal
Export completed checklists into PDF format. - Automatically Sending Checklists PDF to Customers
Automatically send checklist reports to customers. - Checklist PDF Layout Editor
Customize the layout and format of checklist PDFs. - Checklists Custom Excel Layout
Export checklist data into customized Excel formats.
8️⃣ Advanced Features & Compliance
Enhance accountability and compliance with advanced checklist capabilities.
Relevant guides:
- Multiple Sign Off for Checklists
Require multiple approvals before checklist completion. - Capture Geolocation of Responders in Checklists
Record responder location during checklist completion for verification.
▶ Getting Started
To begin using Checklists in FacilityBot:
- Create checklist templates with questions, scoring, and logic
- Assign checklists to locations, assets, or service requests
- Enable mobile access for responders (including offline mode)
- Configure permissions and labels for better organization
- Automate corrective actions and workflows
- Monitor performance using checklist data, scoring, and reports
The Checklists feature helps standardize operations, improve compliance, and ensure consistent service quality across your facilities—making it a key component of FacilityBot’s operational excellence toolkit.
