Work Checklists

What this report shows

Work Checklists covers every checklist a shift owed in the period you pick, whether or not the employee answered it. Each row is one checklist for one shift, with one of three statuses.

• Needs attention. The employee submitted the checklist and marked at least one item as not done, failed, or worth a look.
• Not submitted. The shift ended with a checklist to answer and nobody answered it.
• All clear. The employee submitted the checklist and nothing on it needs follow-up.

Rows are ordered worst first, so the shifts that need a decision are at the top before you touch a filter.

Reading the report

The summary counts Checklists owed in the period, then how many Need attention, were Not submitted, and came back All clear. Items to look at adds up the individual items across every checklist, so one shift with three problems counts as one checklist and three items. Answered is the share that came back at all.

Every number in the summary describes the rows currently on screen, so narrowing to one employee tells you how reliably that person finishes their checklists.

The table shows Status, Employee, Shift date, Checklist, how many items are worth a look out of the total, when it was Submitted, and the Job and Work site for that shift. Times use the timezone selected for the report.

Other ways to read the same period

The view control switches what each row counts. Every view uses the filters you already picked, and all of them lead worst first.

• By shift is one row per checklist a shift owed, which is the default and the one to use when you want to see individual cases.
• By item answers which step keeps going wrong. A fire door reported as blocked on nine shifts is one thing to fix, not nine rows to read. It shows how often each item was reported as a problem out of how many times it was answered, which answers employees gave, and how many jobs it happened on. Items that were never reported as a problem are left out, so what remains is the short list worth acting on.
• By employee shows who finishes their checklists and who reports the most problems. Someone at the top with a high Needs attention count is usually doing the job properly and telling you what they found.
• By job is the client view for businesses where a job is a client account. It is the fastest way to see how one account has been going before you talk to them.
• By checklist shows which checklist gets flagged most. A checklist where nearly every shift reports a problem is often worded in a way that invites it, and is worth rereading.

An export always carries every one of these as its own table, whichever view you are looking at when you download it.

What the checklist name means on an old row

Each row counts answers against the checklist wording that was published when the shift ended, not the wording in place today. Renaming a checklist, adding an item, or removing one changes what future shifts are asked. It never changes what a past shift reported, so a row from three months ago still means exactly what the employee answered at the time.

Filters

Use date range, All statuses, All employees, All jobs, and All work sites.

All jobs is usually the one you want. A checklist is assigned to a job, so the job is the work that owed the checklist in the first place. For a cleaning or home care business where each job is a client account, filtering to one job gives you that client's whole history for the period, which is what you send them when they ask whether the work was done.

A checklist is counted at the work site where the shift was clocked out, since that punch is what put the checklist in front of the employee. Shifts an administrator closed carry no clock-out site, so the clock-in site is used instead. Choose (No work site) to focus on shifts with no site attribution.

The status counts in the filter always describe the whole period, not what is currently on screen, so you can see what else is there before you switch to it.

Getting this on a schedule

You do not have to remember to open it. Add this report to Scheduled reports to have it emailed on a recurring basis, with the same filters you picked here, so a Monday morning review of last week arrives on its own.

What to do with a row

Open Checklists to read the exact answers an employee gave, including anything they typed. Administrators also get an email when a submitted checklist reports a problem, so this report is for reviewing a period rather than catching problems as they happen.

A checklist that was never submitted usually means the shift ended without the employee finishing it. Ask them to complete it from the time clock, or adjust which shifts the checklist applies to from Checklists.

Exporting

Open Export and choose Download CSV, Download Excel, or Download PDF. The export carries the same rows as the report, plus employee, work site, and time entry ids for matching against your own records.