What Is a Checklist? #
In Azumuta, a checklist is a work instruction that will automatically pop-up on an operator’s screen once they’ve submitted a ticket. If activated, then an operator must fill out this checklist before they can submit a ticket.
A checklist usually contains:
- A list of information, images, and videos that an operator must include when submitting a ticket.
- Thanks to it, an admin can specify which information and supporting images & videos an operator must include in a ticket. This will help the admin to understand the issue better and solve it faster.
- A guide on how to solve common issues.
- Thus, an operator can try to solve the issue themself first and will only send a ticket if they really can’t solve it on their own.
How to Add a Checklist to an Improvement Flow #
Before following the steps below, make sure that you’ve already made the checklist.
- Go to “Continous Improvement” in the sidebar.
- Click on “Settings”.
- Click on the three-dot icon next to the targeted improvement flow.
- Click on “Edit flow”.
- Click on the dropdown menu under “Checklist when reporting”.
- Tick the box next to the targeted checklist’s name.
- Click on “Save”.
Afterward, whenever an operator tries to send a ticket under this improvement flow, this checklist will appear on their screen.
How to Fill Out a Checklist as an Operator #
Filling out a checklist is a fairly straightforward process:
- Click on the checklist’s name.
- Go through the checklist work instruction steps.
- Continue filling in the ticket details as usual (text, images, and videos as needed)
- Click on “Submit”.
How to See a Checklist That Has Been Filled by an Operator #
As an admin, here’s how to see a checklist that has been filled by an operator.
- Go to “Continous Improvement” in the sidebar.
- Click on the issue that contains a checklist that has been filled by an operator.
- Click on “Report” next to the checklist’s name.
Docx Reporting for a Checklist #
A docx report is a user-made Word document (docx), that contains specific information extracted from Azumuta. This functionality allows you to create customized reports, where key information from a work instruction or an audit can be displayed in the format that suits your needs.
You can also use our docx reporting functionality in a checklist. To do this, you will need to choose an audit under “Audit Procedures” when adding a checklist to an improvement flow.
Then, you will need to configure the docx report on that particular audit. Click here to learn more about docx reporting for audits.