Set 'required by' date on checklist items to identify overdue items - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which allows a ‘required by' date to be added to required checklist items, this allows items to be reported on by ‘required by’ date and overdue items to be identified in grids
Once a checklist item with a ‘required by’ date is marked as completed or not needed, the item will be removed from any overdue report/list
To enable this configuration option, click here to contact Reapit Support
For more information on checklists, click here to skip to the bottom of this article
1. Enter ‘required by’ date From checklist (e.g. pre-instruction checks):
Items with a 'required by' date option is dependent on configuration (see introduction) |
2. Reporting A required by date criteria option is available for any report that includes checks (where ‘required by’ date functionality is enabled) From Power Report:
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3. Show overdue checks in grids After running a report or viewing a grid via the Organiser where check detail can be returned, overdue checks can be identified A column showing overdue check information needs to be added & saved to the relevant grids first From the grid:
Overdue checks column added & saved
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Checklist functionality
Checklists help to ensure that specific processes and checks are being followed and logged
A range of checklist types are available and contain items specific to your business requirements
Users are required to mark off items as needed/not needed/in progress/completed - for some checklist types, items can be mandatory or optional and can also require documents to be uploaded as part of the check
The 'required by' date can be set on any/all item(s) within the following checklist types:
(for more information on each checklist option available, click the link)
management (for block management)
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