Add checklist to reports

There are few people who don’t love lists. Using a checklist is efficient, accurate, fast, and ensures that nothing is forgotten. That’s why, in Secusoft, you can create your own checklist with custom checklist items and add them to various reports. This way, employees immediately see all relevant questions that need to be answered during their shift.

This Dutch instructional video shows you how to use checklists in Secusoft reporting software »

Link to the right task or client
In Secusoft, you first create the different checklist items. You add them one by one, choosing between a yes/no item or an input field where, for example, a number must be entered. You can also specify whether an item is mandatory.

Once all relevant items are added, you’ve created a checklist that can be linked to a specific object (task or client) and to a specific shift report. The checklist can be added to the following report types:

• Basic shift reports
• Front desk shift reports
• Specific shift reports
• Extended shift reports

Easy to check whether all checklist items are completed

When an employee creates a new report, the checklist appears immediately. If the report is saved before all mandatory items are completed, a clear red warning will appear. This makes it even less likely that important details are overlooked or forgotten.

In the reporting overview, managers can instantly see whether all required checklist items have been completed or if there are still answers missing. This way, Secusoft helps you maintain overview and control, ensuring that time on the work floor is used as efficiently as possible.

Benefits:

• Quickly create checklists with your own checklist items
• Add checklists to reports
• Reuse checklist items across different checklists
• Reduce the chance of forgetting important details with clear, relevant checklists
• Applicable to various types of reports

Try for free

Would you like to see for yourself how our online software works? Open a free Secusoft trial account and try all modules without obligation.

Would you like to see more? Go to the page All functions.