Completing Checklists

After checking in to a site, you can work through the assigned checklists to record what was done during the visit.

Opening a Checklist

1. After checking in, you'll see the available checklists for this site
2. Tap on a checklist to open it
3. You'll see all the items listed in order

Completing Items

For each checklist item:

1. Tap the item to mark it as complete
2. If a photo is required, you'll be prompted to take a photo
3. If notes are required, you'll be prompted to add a note
4. A tick appears next to completed items

Adding Optional Notes

Even when notes aren't required, you can add them to any item:

1. Tap the item to expand it
2. Tap Add Note
3. Type your note
4. The note is saved and included in the visit report

Adding Optional Photos

Similarly, you can add photos to any item:

1. Tap the item to expand it
2. Tap Add Photo
3. Take a photo or select from your gallery
4. The photo is attached to that checklist item

Working with Sub-Items

If an item has sub-items:

1. Tap the parent item to expand it
2. Complete each sub-item individually
3. The parent item is marked complete when all sub-items are done

Progress Tracking

As you complete items, a progress bar shows how far through the checklist you are. This helps you make sure nothing gets missed.

Tips

• Work through items in order: it's the most efficient approach
• Add photos even when not required if something notable happened (damage, mess, etc.)
• Don't skip required items: the checklist can't be completed until all required items are done