How to Complete a Checklist (WEB and iOS)

Owned by Sean Connaghan (ITD)
Last updated: Oct 03, 2018
4 min read

The steps below are meant to guide you thought the process of completing a checklist in SchedulePro.

Only users with full access can complete checklists (Security Profile = PJMs, PMs, Local Admin, CCM)

If a task has a checklist it can only be completed once the checklist is completed

Checklists should be completed during the appropriate time fame,

Step-by-step guide for WEB (iOS is below)

  1. There are two methods of accessing a checklist (Counter Button or Task)
    1. Counter button, it displays the number of OPEN CHECKLISTS
    2. Task, it shows that a checklist is attached by the icon
  2. If you access checklist from the Counter button you will see all checklists on the schedule
  3. If you access checklist from a task you will notice that the ability to complete the task has been disabled, a checklist must be completed before the task is completed
    1. The counter on the tab represents ALL checklists tied to the task, open or closed
  4. Once you get to either location the completion process is the same.
  5. Answer the questions in the checklist as they stand at that point in time, the purpose of a checklist is to ensure items are caught early in the building process.
    1. Any text field MUST be filled out, at the very least you can put NA
    2. Documents can be added to checklists, there are no limits to how many but they can only be added one at a time
    3. Clicking on the Print button will open a new window to save as a PDF
  6. If you click the Save button and 100% of the questions are not answered it will save what you have answered so far
  7. If 100% of the questions are answered the system will ask if you want to submit, at that point you can Submit your checklist or Cancel and return to the previous page.
  9. Some checklist questions trigger an issue, if you happen to have a issue screen pop up you will need to create the issue before continuing.
    1. example of Issue Screen



Step-by-step guide for iOS

  1. Find the task in your schedule and open it (click on it), you will notice that there is a checklist icon
    1. Counter button, it displays the number of OPEN CHECKLISTS
    2. Task, it shows that a checklist is attached by the icon in the lower left handside (please not there is not an icon in list view)
  2. Tasks that have Checklists will show a button that says "Checklists", Click on the row to open it up
  3. All checklists on the task will be listed, click on the row to open the checklist you want to complete
  4. Answer the questions, note that ALL fields need to be filled out, Text fields can not be Null, place a NA if nesassary
  5. If you do not or cannot complete some of the checklist, clicking SUBMIT will only save your answers. You must complete all fields in order to SUBMIT and complete the checklist
  6. If you need to add a document click on the Documents tab and then the add document button.
    1. Adding a document will be specific to the issue