How it Benefits You:
- Greater flexibility – Complete checklists whenever they are needed.
- No scheduling required – Checklists can be conducted without being assigned to a specific date or time.
- Saves time – Create a checklist once and reuse it whenever required.
- Always available – Assigned locations can access and complete the checklist as needed.
- Supports ad hoc tasks – Ideal for unexpected checks, one-off activities, or tasks that don't require a regular schedule.
How do I conduct an On-demand Checklist on the Web?
- Navigate to the ‘View Checklists’ page
- Click on the ‘On-demand’ button
- This will only display On-demand checklists
- Select the On-demand checklist from the list
- Conduct the checklist as normal
How do I view a completed On-demand Checklist on the web?
- Navigate to the ‘View History’ page
- Apply the ‘On-demand’ toggle and any other filter(s)
- Select the checklist from the list that appears in the table below
New: Easily switch between Scheduled and On-Demand Checklists
New options have been added to the pages below, making it easier to view and find your Scheduled and On-Demand checklists separately.
How do I conduct an On-demand Checklist on the Mobile App?
- Open the Mobile App
- Navigate to the list of ‘On-demand’ checklists by clicking on the ‘On-demand’ tab
- Click on the checklist from the list
- Conduct the checklist as normal
How do I view a completed On-demand Checklist on the Mobile App?
- Navigate to the list of ‘On-demand’ checklists by clicking on the ‘On-demand’ tab
- Click on the ‘Show Closed’ button
- Select the closed checklist from the list
How do I report on my On-demand Checklists?
- Navigate to the Reports tab on the Monitoring Module
- Select the ‘Checklists’ report
- Select the ‘On-demand Checklists’ tab from the sub-navigation bar
This report functions the same way as the existing scheduled checklists report, and allows for a breakdown by checklist.
Important Notes
- Once an On-demand checklist has been assigned to a location, it will always be visible and available for completion on the ‘View Checklists’ (Web) and Mobile App until it is unassigned.
- An On-demand checklist cannot be saved as a draft. If a user tries to exit the checklist whilst conducting it (web and app), they will be warned that any progress will be lost
- The ‘Checklists’ report has now been divided into two separate reports to allow for clearer reporting and visibility:
- Scheduled Checklists
- On-demand Checklists