Navigating the Checklist Dashboard

Modified on Thu, Mar 20 at 4:51 PM

Checklist Dashboard


The Checklist Dashboard provides a quick view of all of the scheduled, past due and completed checklists, as well as provides the ability to schedule a one-time, non-recurring checklist to be completed.

From the list view, users can quickly see the status of the agency's checklists.

Pending:  A scheduled and incomplete checklist that is currently due
Missed:  A checklist that is past the due date, but still in the grace period
Past Due:  A checklist that is past the due date AND past the grace period
Complete: A completed checklist


Click on a specific Checklist record to see the details of that checklist.  


Click on the Schedule Checklist button to create a one time instance of the checklist to be completed.  This can be used for testing a new checklist template, or when a checklist needs to be completed off schedule.

The scheduled recurrence of a checklist must be changed on the Checklist Template.


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