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      Export Checklists

      We are delighted to announce that we have an upcoming release in our Monitoring module, allowing users to export checklist data from the system.

      This will enable you to download any checklist for a single location for the case of inspections or claims defensibility cases.

      This export functionality is available for anyone who manages checklists.

      How do I export a checklist?

      1. Navigate to the Monitoring module and click on the “Export” tab highlighted in green in the picture below.

      2. Select a checklist from the dropdown menu.

      3. Choose a location-then click done.

      This is limited to 1 location for the initial release – (you will have the ability to choose more than one location in the future).

       

      4. Choose a date range and a completion status.

      For the current release you will be able to pick a rolling month going back historically as far as when you  began the checklist, for example 02/02/22 - 02/03/22.

      • This will NOT work for any archived checklists as they are archived.
      • If you click on “ALL” receive an export of both Completed, Draft and Missed checklists.

       

      5. Once you have chosen your location you wish to see for the export, Click on “Export CSV data” button,  highlighted in green. This will download the csv file to your machine.

      What information will I receive in my export?

       

      Column Description
      Checklist name The name of the checklist.
      Division name The name of the division where the check is being carried out.
      Site name The name of the site where the check is being carried out.
      Scheduled date The date and time that a checklist must be completed by.
      Completion status The published status of the checklist; completed or missed.
      Completed date The date and time that the checklist was completed.
      Section name The section in the checklist that the given question is found under.
      Question The question that has been asked in the checklist.
      Answer The answer to the question.
      Defect comment The comment left by the person raising a defect, if one was raised.
      Defect due date The date and time the defect must be resolved by.
      Defect status The status of the defect; open, closed or overdue.
      Defect closed comment The comment left when closing the defect.
      Defect closed date The date the defect was closed off.
      Defect closed by The name of the person who closed the defect.

       

      Coming soon

      The ability to export a single checklist for multiple locations in one go due to be released shortly.