Checklists & Checks

A checklist is a list of checks (individual tasks) that you create which are then completed by staff on their devices.

For example, you can create a checklist named ‘Open Bar’ containing checks such as set up tables and chairs, polish glassware, replenish straws and napkins, etc.

A check is an individual task that you create. You can either:

• add checks to a checklist (see Create a Checklist)

• create a single check to be carried out on a device

You may want to create a single check if you would like an individual task to be carried out. For example, you may want staff to measure the temperature of chilled food items on display every two hours.  

When you create a check, you can add instruction for staff in the additional check details or input prompt field, for example, ‘place the thermometer in the centre of the food’, ‘select an option from the list’, etc.

These instructions will appear on the device when staff click on the check.

If you want staff to record a temperature, such as food, water temperature, etc., you can use a measure temperature check.

When you create the check, you specify if you want staff to do so:

• manually (using your own probes then typing the number into the work device)

• using a Checkit Probe (a Bluetooth probe which sends the reading directly to the work device). You also specify that staff use:

  • a red probe (for hot items, such as cooked food)

  • a blue probe (for cold items, such as chilled food)

  • any colour (if you do not want to specify)

If you specify a specific colour probe, staff will not be able to complete the check unless they use the correct probe.

You also specify an acceptable temperature range, for example, between 75°C - 90°C. 

You can configure measure temperature checks so that:

• staff can repeat the check multiple times until they take a reading within the acceptable range (see Make a Check Repeatable below)

• a follow-up check is triggered if staff take an out-of-range temperature reading (see Follow-Up Checks below)

• a check alert is generated if staff take an out-of-range temperature reading

When staff complete the check, they will see:

• which colour probe they must use (if applicable)

• the acceptable temperature range

• a message stating that the recorded temperature is:

  • under range

  • in range

  • over range

If there is a fixed number of possible responses to a check, you can use a list of options check, so staff do not have to type the answer. Staff can only select one of the options.

Examples include: 

Name of supplier: JR Brooks, MPQ Wholesale, Petersons

Is the bar area free of pests? Yes, No.  

Number of tills in operation today: 1,2,3,4

You can also specify that:

• a follow-up check is triggered if staff select an option (see Follow-Up Checks below)

• a check alert is generated if staff select an option

If there is a large number of possible responses to a check, you can use a free text/numeric input check.

To complete this type of check, staff type an answer.

When you create these types of checks, you specify what type of validation (input) you want from staff:

• Text Validation: if you want staff to type text, such as providing details or comments on an issue

• Numeric Validation: if you want staff to type a number, such as units received in a delivery or a stock check

• Sequenced Numeric Validation: if you want to limit what numbers staff can input. For example, if you receive bottles of wine in boxes of 6, you can specify that the minimum number staff can input is 6, they can only input multiples of 6, and the maximum they can input is 300.  

You can also specify that:

• a follow-up check is triggered if staff complete this check (see Follow-Up Checks below)

• a check alert is generated if staff complete this check

If you just want staff to confirm that they have completed a task, such as polishing glassware, sanitising surfaces, etc., you can use a confirm instruction check.

To complete this type of check, staff tap the Confirm button on their work device. 

You can also specify that:

• a follow-up check is triggered if staff complete this check (see Follow-Up Checks below)

• a check alert is generated if staff complete this check

If you want staff to record a date, such as an expiry or delivery date, you can use a date selector check.

When staff open the check, a calendar will display on screen, then they can select the date.

If the task requires a time-sensitive follow-up task, such as ordering more stock before it reaches its expiry date, you can specify a critical range, for example, between 0-2 days after the check is completed.

You can then specify that:

• a follow-up check is triggered if staff input a date within the critical range (see Follow-Up Checks below)

• a check alert is generated if staff input a date within the critical range

• staff complete an individual check 

• staff select a multiple-choice option, for example, if they select No in response to the question Is the bar free of pests? (see animation on right)

• a temperature reading is out of range (as in the example above) 

• staff input a date within a critical range 

If a task in your checklist requires multiple steps, for example, changing a barrel, you can add a checklist within a checklist.