Checklist

Created by Hariharan P, Modified on Wed, 29 May at 1:57 PM by Hariharan P


QR Scan:


  • If the user needs to access the checklist during an audit, they simply have to click the scanner icon on the homepage, as shown in the image below. 



  • After clicking the scanner, the mobile camera will automatically open to capture the QR code posted in the audit location.





Checklist:


  • Upon scanning the QR Code, the mobile screen will display the corresponding checklists assigned to the audit location.
  • Then Select the Required Checklist and Start the Audit.




Checklist Enrollment:


  • Fil the  Audit Details in the respective Checklist.




  • To Capture the Real-time Images Select Photo Attribute.
  • To Capture the Digital signature Use Signature Attribute.
  • After enter all the attributes then click the submit button to save the checklist.



  • After successfully submitting the checklist, the assessor will encounter a Checklist Submission Popup. 



  • After submitting the checklist, users can review their submitted checklists in the 'My History' column, as depicted in the image. 
  • If the checklist is scheduled for a specific timing, after submission, you will receive a popup alert for the next scheduled task when attempting to scan the same QR code again.


  • If Reviewer, Manger or Unit admin wants to check and needs to change any submitted data by the assessor needs to navigate to Team History Page.
  • Click the View Button to See the Checklist data submitted the Team.
  • Click the Edit Button to Modify the Data From the Checklist submitted by the Team.


  • After Clicking the Edit button Validation Message Popup will appear like shown in above Image
  • Click Yes button to Edit the Particular Field


  • Then Have to Change the Required Changes in particular Field then Click Submit Changes Button.
  • After Clicking the button Success Popup Message will appear to confirm the changes



  • Then User Can Find the Actual Entry and Override Entry Against the Field Which is getting Modified




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