Checklists

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’s checklist library. The checklists can be set to recur at specified intervals. Responders can easily complete checklists using their web browsers, mobile tablets or through the FacilityBot Mobile App.

Creating a New Checklist

  • Log into FacilityBot, go to Settings and select “Checklists” 
  • Click on the “+ New” button on the upper right.

Creating a Checklist with a Blank Template

  • Click on the “Create From a Blank Template” option.
  • Enter a checklist name.
  • Assign Responder(s) and add notes for the Responder(s) who have been assigned to complete the checklist.
  • Select Manager(s) who will be responsible for signing off on the checklist.
  • 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 Assets page.
  • Checklists can be configured to recur by selecting the start date and time, recurrence intervals, and ending condition.

(Note: You have the option to share the checklist in the public checklist library. Once this is enabled, other FacilityBot users will be able to use your template. )

Adding Rows to the Checklist

  • To add a new row for the checklist, click on the “+ New Row” button.
  • Add a description by typing on the description field. 
  • You can add a new check button by clicking on the “+ New Check”. 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.
  • Once done, click on the save button to save the changes

Viewing Pending Checklists

  • To view the pending checklists, click on the “View Pending Checklists” button on the upper right located on the main page. 
  • You may also go to “Features” and select “Checklists” to view the pending checklists.
  • A date range filter can be set to easily find a specific checklist.

Viewing Upcoming Checklists

  • Upcoming checklists can be viewed by clicking on the “Upcoming” button on the far right.
  • This gives you the option to view the upcoming checklists on a Calendar view. The checklists can also be generated as a PDF.
  • Use the date range field to filter the checklists depending on the start date and end date set. 

Completing Checklists

  • Log in to FacilityBot Responder or Manager Portal or the FacilityBot Mobile App.
  • Click on “Checklists” located on the menu on the upper left.
  • Select a checklist to complete.
  • Hover on the selected checklist to show the selection tool on the right. 
  • Click on the pen icon to edit the checklist.
  • An editing panel will appear on the right.
  • Enter the Start date and End date when the checklist has been completed.
  • Add additional notes/remarks if necessary.
  • Click on the “Complete” button to save the changes. 

Signing Off on Checklist

  • Once the checklist has been completed, managers can sign off on the checklist.
  • To do this, go to “Features” and select “Checklists”.
  • Go to the “For Review” section. The page shows all the completed checklists that are waiting for manager’s review.
  • Select the checklist you want to sign off on. 
  • Hover on the right side of the selected checklist to show the selection menu.
  • Click on the “Sign Off Checklist” icon.
  • Enter a remark, if any, on the checklist. 
  • Once done, click on “Ok” to save the changes.