{"id":2418,"date":"2021-12-02T12:02:22","date_gmt":"2021-12-02T04:02:22","guid":{"rendered":"https:\/\/blog.facilitybot.co\/?post_type=knowledgebase&#038;p=2418"},"modified":"2025-07-01T06:55:38","modified_gmt":"2025-06-30T22:55:38","slug":"checklists","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/","title":{"rendered":"Checklists"},"content":{"rendered":"\n<p>The checklists feature in FacilityBot digitizes checklists. Paper checklists of all types can be easily digitized in FacilityBot starting with a blank template or a checklist template from FacilityBot\u2019s <a href=\"https:\/\/facilitybot.co\/resources\/checklist-library\">checklist library<\/a>. The checklists can be set to recur at specified intervals. Responders can easily complete checklists using their web browsers, mobile tablets or through the <a href=\"http:\/\/onelink.to\/8ebk6u\">FacilityBot Mobile App<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Creating a checklist Using Automated Checklist Generator in FacilityBot\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/hOpWWSFE_Ho?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a New Checklist<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log into FacilityBot, go to Settings, and select \u201cChecklists\u201d&nbsp;<\/li>\n\n\n\n<li>Click on the \u201c+ New\u201d button on the upper right.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Creating a Checklist with a Blank Template<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the \u201cCreate From a Blank Template\u201d option.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"260\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-14.png\" alt=\"\" class=\"wp-image-3187\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-14.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-14-300x152.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-14-230x117.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-14-350x178.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-14-480x244.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter a checklist name.<\/li>\n\n\n\n<li>Assign Responder(s) and add notes for the Responder(s) who have been assigned to complete the checklist.<\/li>\n\n\n\n<li>Select Manager(s) who will be responsible for signing off on the checklist.<\/li>\n\n\n\n<li>Checklists can also be linked to Assets. Once linked, the status and contents of all checklists linked to the asset can be easily viewed from the <a href=\"https:\/\/blog.facilitybot.co\/knowledge-base\/manager-web-portal\/managing-assets\/\">Assets<\/a> page.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Setting Checklist Recurrence<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Checklists can be configured to recur by selecting the start date and time, recurrence intervals (e.g. daily, weekly, monthly, 3 monthly, 6 monthly, 12 monthly), and ending condition using the \u201cRepeat Every\u201d tab.<\/li>\n\n\n\n<li>FacilityBot also allows checklists to recur based on selected individual dates using the \u201cAdd Next Date And Time\u201d tab.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Adding Rows to the Checklist<\/h4>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"261\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1-6.png\" alt=\"\" class=\"wp-image-3188\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1-6.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1-6-300x153.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1-6-230x117.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1-6-350x178.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-1-6-480x245.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To add a new row to the checklist, click on the \u201c+ New Row\u201d button.<\/li>\n\n\n\n<li>Add a description by typing on the description field.&nbsp;<\/li>\n\n\n\n<li>You can add a new check button by clicking on the \u201c+ New Check\u201d. You have the option to select between various fields including Single Choice Response, Multiple Choice Response, Free Text Response, Image Response, Toggle Response, Date\/Time Response, and Signature Response.<\/li>\n\n\n\n<li>Once done, click on the save button to save the changes<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"263\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2-6.png\" alt=\"\" class=\"wp-image-3189\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2-6.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2-6-300x154.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2-6-230x118.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2-6-350x180.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-2-6-480x247.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Creating a New Checklist From FacilityBot Template Library<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>FacilityBot also allows you to create a checklist using a template from its checklist library.&nbsp;<\/li>\n\n\n\n<li>Click on \u201cStart With A Template From The Checklist Library.\u201d<\/li>\n\n\n\n<li>On this page, you may select and configure a checklist from the public checklist library.<\/li>\n\n\n\n<li>Once a template has been selected, click \u201cImport and Configure Checklist.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"258\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-3-6.png\" alt=\"\" class=\"wp-image-3190\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-3-6.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-3-6-300x151.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-3-6-230x116.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-3-6-350x176.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-3-6-480x242.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You may configure the checklist by editing the description and check response.&nbsp;<\/li>\n\n\n\n<li>You may also delete or copy-paste each row.&nbsp;<\/li>\n\n\n\n<li>Once done, click \u201cSave and Approve.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"289\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-8.png\" alt=\"\" class=\"wp-image-3191\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-8.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-8-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-8-230x130.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-8-350x198.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-8-480x271.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Creating a Checklist Using Automated Checklist Generator<\/h3>\n\n\n\n<p>Managers can generate preventive maintenance checklists using Facilitybot\u2019s Automated Checklist Generator feature. This feature is powered by ChatGPT.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201cStart using Automated Checklist Generator by ChatGPT.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/Goeh8KparYTlAAl-ouaXJjlMpFQZELzGMa-WbDXBzGRhJNEp41ycxrN8CCQgTdl5K9oo7k5sE6OHmzvb05FJsu0SNyGhvUwymOgTG1p0iks62_7jY3A14i2fAOr3l0Liqkr2QInuFanoCIKOoZ0C3Ww.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will be redirected to a new page to create the checklist.&nbsp;<\/li>\n\n\n\n<li>Give your checklist a name, enter notes, assign to responders, select the managers allowed to sign off, and set the recurrence setting.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/NHEN2bY70Xmep6LIRQcDyXS4Yu5YFQex4npW8vUoqlZiYI4NhmKjDieIMKlNqSIf2XZ6QYwRsa5P3U8uJMO_FpXjVdWcSMj6gp06yMtJq5JfyNNBkjool-4btjA0wcBwc8mpTnruKAtceKxgV6jtYAc.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You may link the checklist to an asset, a location tag, or a customer. You may also add custom labels.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/7oOHLA-9UwC1ctSPO8cng4KWb7bJ4NXbmpEN3x6neZXRy1Lzungn4v96MLSgoUxdZyuCAJJ1NOaVfwl42kLnp5-glv13lHvjVKX7WAlWi1m9EnAYK4vMSIdwt_IXkRy844D0WcYouJAGTNaNuKdMs8c.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scroll down to see the checklist generator<\/li>\n\n\n\n<li>To create the checklist, select the frequency on the dropdown menu and enter the asset type, and a checklist will be automatically generated.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/4Bz2qqrcoqwa7tbKatrg4U5VyCFnCgoSECUaICSc0_fUqaD_C2AGmrCzwb3ae3oKUItY9d4aiR25d83lphaEFpG-M51AuYcEWkwE7g4accxGZC4ajGgZfLjgyayNBZa7LQpgpkuaaLbdmgJulePgd3g.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once entered, click \u201cGenerate.\u201d Your checklist will automatically be generated.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/z7dHkhkP3m9X2WB0uPNroyH1FJVmI9VFo-RERquRKsv_8iIBA6KC0MaezXKspb0e_fkt3bKCzfqlkr04XKuOcplhSyyiRghH4qrozM6xzrsc4I6ZiusHwt37UohqNQv6DOchbkUTpxDnZTtbvNLc4_o.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A preview of the checklist is generated. You may delete items using the bin icon on the right.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/dpYclllHzqQk4swq-d4PYfhDQzD3PA1NgO9B4dYxWFgpmzCxFVbVCDN3QhBuY2MgTYg30a85lBOYs2Scup1usYC_xum-f_xe_CUtGDsuYwuiYKj5DR_XrZPUpDSwzT_m-0BLGIf8SW05CLhmOhhm_Qg.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can add more rows to the checklists using the \u201c+ Add 5 new checks\u201d button.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/Tf66hcnc5v7VgRJkSccB3cZ-2cQWeAdpt4C0Je5dxhcVtAm3QapQ9_qYtENMGLd3Z75na5spO-8PZcosou1wFxPhxBm6cZQXUFn6Q1b44XGVtdA8z139jkZEpjsYHJwoMkiQoUqJzivy4QmwIQ7Hmfc.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once you are satisfied with the checklist, click on \u201cAccept checks and create checklist\u201d on the lower right.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/evaA5CeUpM6UHTIr3E2wWY56ktQWIRD4rd6S9K45i1WoQ8bt36VWV3NJQnK43Q3Ck-N57fq77hWbO8Wbay7opWXspIh59VY_c3GEqPU0-jVSctDllPgqjPzW8o-KzjE7MZmwwinXjB0QW5G4UMt_mVE.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your new checklist will be created.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/ENqtcU7IJlCoBr4SxcasE52Vs-9SW8Rq4X5EN9jJ3ljnvz1-xM5hSyrd0zQvz11MA2wgj2abRfKy6iMh4NKx_AUykpbYJpOBJyFZgDjngfClGW55D5vOpRoGOPfI3F3GxofWjrNp_NwJN9iGAr57-I0.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click \u201cSubmit\u201d to save the changes.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/fUHqO0mlP95fOK25rkGeelMO7GuVt6lE0c6w4G_6mtG3K-LMAQws6GsLri-q5xtpLwmbLlYCO9Y8gzKquZR2HZOwYkMpg1qfiZgrc-5LYYUE_Jm2WQdLT3fIEsKdygllzQ9rTmybxIECde0qgX1R0B0.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Saving Parent Checklist as Draft<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>FacilityBot also allows creating and saving checklists as drafts.&nbsp;<\/li>\n\n\n\n<li>To do this, create a new checklist using a blank template or one of the templates from the FacilityBot checklist library.&nbsp;<\/li>\n\n\n\n<li>Configure the checklist by making the necessary edits.&nbsp;<\/li>\n\n\n\n<li>Once done, click on \u201cSave as Draft.\u201d<\/li>\n\n\n\n<li>NOTE: Since draft checklists have not been approved, no pending checklists will be generated from draft checklists, even if a start date and recurrence dates have been set for that checklist.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-6.png\" alt=\"\" class=\"wp-image-3192\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-6.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-6-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-6-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-6-350x197.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-6-480x270.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All draft parent checklists will appear on the Draft section back on the main page.&nbsp;<\/li>\n\n\n\n<li>Managers may approve, edit, delete or duplicate the draft parent checklist.<\/li>\n\n\n\n<li>To approve the draft parent checklist, hover on a selected checklist then click on the Approve icon.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"260\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-5.png\" alt=\"\" class=\"wp-image-3193\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-5.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-5-300x152.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-5-230x117.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-5-350x178.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-5-480x244.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating Multiple Child Checklists from One Parent Checklist<\/h2>\n\n\n\n<p>Facilitybot allows  multiple child checklists to be generated from parent checklist for each recurrence date or time. Each child checklist will be linked to an Asset or a Location Tag. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Creating Child Checklist Based on Asset from One Parent Checklist<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To enable this feature, toggle this on. If this toggle is &#8216;On&#8217;, then multiple child checklists will be created at each recurrence date \/ time. Each child checklist created will be linked to one asset. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-1024x562.png\" alt=\"\" class=\"wp-image-4845\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-1024x562.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-300x165.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-768x421.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-1536x842.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-2048x1123.png 2048w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-920x504.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-230x126.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-350x192.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-1-480x263.png 480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If the toggle is &#8216;Off&#8217;, then only one child checklist will be created at each recurrence date \/ time. That child checklist will be linked to all selected assets.<\/li>\n<\/ul>\n\n\n\n<p>(Note: Even if this toggle is &#8216;on&#8217;, ad-hoc child checklists will be linked to multiple assets.)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Creating Child Checklist Based on Location Tags from One Parent Checklist<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable this feature by turning on this toggle. If this toggle is &#8216;On&#8217;, then multiple child checklists will be created at each recurrence date \/ time. Each child checklist created will be linked to one location tag.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-1024x560.png\" alt=\"\" class=\"wp-image-4846\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-1024x560.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-300x164.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-768x420.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-1536x840.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-2048x1121.png 2048w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-920x503.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-230x126.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-350x192.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2024\/05\/image-2-480x263.png 480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If this toggle is &#8216;Off&#8217;, then only one child checklist will be created at each recurrence date \/ time. That child checklist will be linked to all selected location tags.<\/li>\n<\/ul>\n\n\n\n<p>(Note: Even if this toggle is on&#8217;, ad-hoc child checklists will be linked to multiple locations)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing Pending Checklists<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"286\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-4.png\" alt=\"\" class=\"wp-image-3194\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-4.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-4-300x168.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-4-230x128.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-4-350x196.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-4-480x268.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To view the pending checklists, click on the \u201cView Pending Checklists\u201d button on the upper right located on the main page.&nbsp;<\/li>\n\n\n\n<li>You may also go to \u201cFeatures\u201d and select \u201cChecklists\u201d to view the pending checklists.<\/li>\n\n\n\n<li>A date range filter can be set to easily find a specific checklist.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"292\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-4.png\" alt=\"\" class=\"wp-image-3195\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-4.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-4-300x171.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-4-230x131.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-4-350x200.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-4-480x274.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Checklist Calendar<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To view the checklist calendar, click on the Calendar button on the top right.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/n1lVIVdihfhCT8B8bxt2wPoMuk2t0DeXb8CF5Izu2GwZrfh-5ZargH06gXav-Kf6RM0G9rLNBY4rbZkVUfKlHUlzdb0vLqRARGo4tF69AE1FQDi-X6LU2z1dfkvd6J1NeA7MGt2yqMxicFrJB1Xd5ic.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The page shows your preventive maintenance calendar.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/GGbCjTFgCgfFFcyPKE2soshkJ42fAuDVxoia5eHgWNPCnO8kuSNja8HEOkaAdhl3IN16UwzdJpiK5EuQlC304HtymaZuxAH2vxWyagr5NkVxUAQeIQf4EH8vfn-zkSYJfiUrvCT0foXI8dOQpP6sVsg.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can select whether you want to view the monthly, weekly, or daily calendar.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/tXuvVqu26v190QXIBKPnKaZeQHvbWIfc3QsUWuRT5ZpEm98GC1GvTC0zJ0VxO9_V99NYttJh3eqNz2yBJwwNtd3LabRcvadudM4Fu3Ebjlaa5rz2SFjGY-47tnNCb5Fy_eDw8t1cKDqvNDvchLm6-Pk.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can search for a specific checklist on the calendar using the search field.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/cVIVlt8M-ajzzZgJUjiQI1aApesYrNsrvZmPkb-Syl1hMYVPbMTw3J2MqEGoMmNoyKI_vFRmMij_plYjosOU3g7AqzUS7OX-QwbNf6MX8jXdgS-ue1NhaFttDbFkgXQmczlhuQGNF4Rn0tgBmzyAqqA.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filter the calendar by the responders checklists are assigned to, location tags, assets, labels, or customers linked.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/PLrPDMqlkT5WoEiddeWsQ0t9c6UGrIjFTBTvvqOqzDkeh_KbthrBieUyv05-fQLhgm6dy5iRtk-KAG6ppxna-_XFtWkYucPgG1z_JotSO_dtXO60K_tJJ1tTkOls0Pis-SmiQ34FTj42ThOy_9bTEHw.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/rlMkHQdXBGMlaNgHhTsbTXnqUzwyQlUvnTWrRRBYuN8T5aNpoIaL5Bu0SL-WPZr7XknxRhANEoeiKsfl0U1DYO4oliyiKfGneWTswDISAIIkvQIG1J0LDr2WdgaGtqJXEZ9gna9gzgnklnpvqA24Rkk.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can also hide pending checklists by turning this toggle to on.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/h4Rlr3KmAsbwpgAz7g6KcE-4wTB1P5IMrSCI2-jXnftldoo_jAhLjeLZQtaOc6Qj6y8GkZ70Bj-fzmMCdRZVv9W_fBO6IxktR9QMHhhNZR5n8J2WcqYd2IEMH36qsLoWZG6gr4QTZfYDOuengwJQPuE.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once done, click Apply to apply the filter.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/KPdwqujezAHSsXy8L6g_znqqmGJFIR7VLgrm9GjY3-SIV2ZUbJp3G_CXXkpTyExjOIlSee2bFuJNlg7nYlr2HYDzztmi5HxgNFdtSLB8MfOYWeARPZjtvq4crGXIqs7TX5-tbZWMTgQA68uEpWfnybc.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The checklist calendar can be exported as PDF.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/XY-Gh4C9FzqzzFyaQRAbsvYyHAG8fadIEo05uvI_FgureUaWL8z_NpfvdhSIrEQUPK5aKzFF93TlNfRVYXhEtOZWESsx78iBZDacHvC7Dp1frXnIIUQy9AHtrSteCQZ7xpJf12yzYoeNkh5h-kSrZEw.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/N9Kon60oAf9XRhjgnKzK24xEyUB-5RNVAyw38SNqUknz70_VNJbWbwHntWs8atu-26Jr_E1LSpnX8cayLi3jz7yBQ5xuicS3nydAgT2KXJ57-z3p8zPv8MantJ5oMZSaL6CmwTX7e61o6iZuXVYse7k.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing Upcoming Checklists<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"291\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-9-1.png\" alt=\"\" class=\"wp-image-3196\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-9-1.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-9-1-300x171.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-9-1-230x131.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-9-1-350x199.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-9-1-480x273.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upcoming checklists can be viewed by clicking on the \u201cUpcoming\u201d button on the far right.<\/li>\n\n\n\n<li>This gives you the option to view the upcoming checklists on a Calendar view. The checklists can also be generated as a PDF.<\/li>\n\n\n\n<li>Use the date range field to filter the checklists depending on the start date and end date set.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"402\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-2.png\" alt=\"\" class=\"wp-image-3197\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-2.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-2-300x236.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-2-230x181.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-2-350x275.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-2-480x377.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Completing Checklists<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-11-1.png\" alt=\"\" class=\"wp-image-3198\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-11-1.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-11-1-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-11-1-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-11-1-350x197.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-11-1-480x270.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to FacilityBot Responder or Manager Portal or the FacilityBot Mobile App.<\/li>\n\n\n\n<li>Click on \u201cChecklists\u201d located on the menu on the upper left.<\/li>\n\n\n\n<li>Select a checklist to complete.<\/li>\n\n\n\n<li>Hover on the selected checklist to show the selection tool on the right.&nbsp;<\/li>\n\n\n\n<li>Click on the pen icon to edit the checklist.<\/li>\n\n\n\n<li>An editing panel will appear on the right.<\/li>\n\n\n\n<li>Enter the Start date and End date when the checklist has been completed.<\/li>\n\n\n\n<li>Add additional notes\/remarks if necessary.<\/li>\n\n\n\n<li>Click on the \u201cComplete\u201d button to save the changes.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-12-1.png\" alt=\"\" class=\"wp-image-3199\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-12-1.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-12-1-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-12-1-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-12-1-350x197.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-12-1-480x270.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Signing Off on Checklist<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-13-1.png\" alt=\"\" class=\"wp-image-3200\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-13-1.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-13-1-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-13-1-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-13-1-350x197.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-13-1-480x270.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the checklist has been completed, managers can sign off on the checklist.<\/li>\n\n\n\n<li>To do this, go to \u201cFeatures\u201d and select \u201cChecklists\u201d.<\/li>\n\n\n\n<li>Go to the \u201cFor Review\u201d section. The page shows all the completed checklists that are waiting for manager&#8217;s review.<\/li>\n\n\n\n<li>Select the checklist you want to sign off on.&nbsp;<\/li>\n\n\n\n<li>Hover on the right side of the selected checklist to show the selection menu.<\/li>\n\n\n\n<li>Click on the \u201cSign Off Checklist\u201d icon.<\/li>\n\n\n\n<li>Enter a remark, if any, on the checklist.&nbsp;<\/li>\n\n\n\n<li>Once done, click on \u201cOk\u201d to save the changes.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The checklists feature in FacilityBot digitizes checklists. Paper checklists of all types can be easily digitized in FacilityBot starting with a blank [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[44],"class_list":["post-2418","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Checklists - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Checklists - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"The checklists feature in FacilityBot digitizes checklists. 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