The e-Checklist Snapshot report provides an overview of outstanding e-Checklist activity across the organisation. It gives managers a quick view of checklists that are due, in progress or not completed, as well as actions that require attention.
The report helps managers identify outstanding e-Checklist activity and quickly drill down to the users and e-Folders requiring action.
Accessing the e-Checklist Snapshot
Go to e-Checklist.
Select e-Folder Home.
Select e-Checklist Snapshot.
The report displays an overview of the current e-Checklist activity across the organisation.
e-Checklist Summary
The summary cards at the top of the report provide an overview of the current e-Checklist status.
Summary | Description |
Due Today | e-Checklist items that are due today. |
Due This Week | e-Checklist items due during the current week. |
In Progress | e-Checklist items that users have started but have not yet completed. |
Not Done | e-Checklist items that have not been completed. |
Actions Due | Actions associated with e-Checklists that are due. |
Actions Not Done | Actions associated with e-Checklists that have not yet been completed. |
The figures displayed on the summary cards are interactive and can be selected to view the relevant records.
Viewing Users and e-Folders
Selecting a summary figure opens a list of users associated with the selected status.
To view the relevant e-Checklist activity:
Select the required summary card, such as Not Done.
A list of the users associated with that status is displayed.
Review the relevant user and their assigned e-Folder.
View the current status of the e-Folder and its associated checklist activity.
Select the relevant record to investigate further, where available.
This allows managers to quickly identify users with outstanding e-Checklist activity and determine where action may be required.
Site Location / Department Breakdown
The Site Location / Department Breakdown provides a more detailed view of e-Checklist activity across different areas of the organisation.
The table groups e-Checklist activity by:
Site Location
Department
e-Folder Type
It displays the number of e-Checklist records in each of the following statuses:
Due Today
Due This Week
In Progress
Not Done
Actions Due
Actions Not Done
This breakdown allows managers to identify sites, departments and e-Folder types with higher levels of outstanding e-Checklist activity.
Drilling Down into e-Checklist Records
The figures displayed in the breakdown table are interactive.
To view the records associated with a particular status:
Locate the relevant Site Location, Department and e-Folder Type.
Select the number under the required status.
A list of the relevant users and their assigned e-Folders is displayed.
Review the e-Checklist activity for the selected users.
Select a relevant record to view further details, where available.
For example, selecting the number under Not Done displays users with e-Checklists that have not yet been completed for the selected site, department and e-Folder type.
This allows managers to move from the overall organisation-level summary to the individual user and e-Folder level.
Using Filters
The Filters option allows you to refine the information displayed in the report.
To filter the report:
Select Filters.
Select the required filtering criteria.
Apply the filters.
The report updates to display the relevant e-Checklist information.
Filters can be used to focus the report on specific areas of the organisation or particular e-Checklist activity.
Exporting to Excel
The Export to Excel option allows the e-Checklist Snapshot data to be exported for further analysis, reporting or record keeping.
To export the report:
Apply any required filters.
Select Export to Excel.
The e-Checklist Snapshot data is exported as an Excel file.
Key benefits
The e-Checklist Snapshot helps managers to:
Quickly identify e-Checklist activity that is due today or due this week.
Monitor checklists that are in progress or not completed.
Identify actions due and actions not completed.
Compare outstanding activity across sites, departments and e-Folder types.
Drill down from summary figures to individual users and e-Folders.
Identify areas requiring follow-up or further action.
Filter and export e-Checklist information for further analysis and record keeping.