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      Export Checklists for Multiple Locations

      We are delighted to announce that we have released an enhancement to the Checklist Export feature within the Monitoring Module.

      This enhancement will enable you to export any checklist for multiple locations 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. Choose a checklist from the dropdown menu.
      3. You can now choose multiple locations – Select the locations you desire and click done.

      A maximum of 5 locations can be selected.

       

      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, e.g. 02/02/22 - 02/03/22
      • Any checklists that have been archived will not show on the export.
      • If we set the completion status to "All", the export will show Completed, Draft and Missed checklists.

       

      5.    Once you have chosen your location(s) you wish to see for the export, Click on the green “Export CSV data” button to download the csv file.

      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.