The Checklists module provides standardized inspection and maintenance checklists for your team. Checklists run on a schedule — daily, weekly, monthly, or quarterly — and keep a permanent record of completion.

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What You Can Do

• View and complete assigned checklists for the current period
• Mark items as Done, Not Done, or N/A
• Add remarks to individual checklist items
• Track completion history across all periods
• Export checklist records to Excel
• Manage checklist templates (Manager only)

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Checklist Frequencies

Each checklist runs on one of four schedules:

Frequency	Period
Daily	One record per day
Weekly	One record per week (Mon–Sun)
Monthly	One record per month
Quarterly	One record per quarter (Q1–Q4)

The system automatically creates the current period’s checklist when you open the page.

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Completing a Checklist

1. Go to Checklists in the left sidebar.
2. Select the checklist type from the list on the left.
3. The current period’s items appear in the main grid.
4. For each item, click the status button and select:

• Done — task completed
• Not Done — task not completed
• N/A — not applicable this period

1. Add a remark if needed (some statuses may require a note).
2. Your response is saved immediately — no Save button needed.

📸 [Screenshot: checklist grid with items and status buttons]

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Viewing Past Periods

1. Use the period navigation arrows at the top of the checklist.
2. Select a past date/week/month/quarter to view historical records.
3. Past records are read-only unless you have edit permission.

📸 [Screenshot: period navigation on checklist page]

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Checklist Item Statuses

Status	Meaning
Done	Item completed for this period
Not Done	Item was not completed — may require a note
N/A	Item does not apply this period
(blank)	Not yet actioned

Some checklist types have custom statuses defined by your System Admin. These appear alongside the standard options.

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Export to Excel

1. Click Export.
2. Select the period range to export.
3. The file downloads with all items and their completion status.

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Managing Checklists (Manager/Admin)

Checklist templates are managed under Admin → Checklists. From there you can:

• Create a new checklist type with a name, frequency, and applicable days
• Add, edit, or remove items from a checklist
• Set custom statuses for individual items
• Assign due dates per period

📸 [Screenshot: Admin → Checklists — template management]

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Permissions

Permission	Description	Manager	Supervisor	Staff
view	See the Checklists page	✅	✅	✅
mark	Mark items Done / Not Done / N/A	✅	✅	✅
export	Export checklist records to Excel	✅	✅	❌
manage	Create and edit checklist templates (Admin panel)	✅	❌	❌

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Next Steps

→ [Contracts]
→ [P&L]