Checkpoints

Overview

Checkpoints are currently only available on the Checkit Android App.

Checkpoints are pieces of equipment, locations, or building components—such as fridges, rooms, or fire doors—that you can assign checklists to.

They are especially useful when the same checklist needs to be completed multiple times for different items, for example, if you have multiple rooms that each require daily cleaning, if you have several fire doors on site that each require a monthly safety inspection, if you have multiple fridges that each require scheduled servicing, etc.

You can also verify that staff are physically at the correct location by requiring them to scan a QR code or tap an NFC tag attached to the checkpoint.

To set up checkpoints, you first create a checkpoint type, for example,“Fire Doors”. You then add some checkpoints, for example, “Fire Door 1,” “Fire Door 2,” and “Fire Door 3.” You can then assign one or more checklists—scheduled or unscheduled—to the checkpoint type.

The Work Report then provides a clear audit trail, showing exactly where and when work was completed.

Configuration

Step 1: Create a Checkpoint Type

1. Log in to the Control Centre.  

2. Go to Configuration>Work Management>View/Edit.

3. Click Advanced.

4. Click Checkpoint Type.

5. Click Add.

6. Enter a name, for example, “Fire Doors”,

7. (Optional) Enter a description, for example, “Internal & external fire doors”.

Step 2: Add Some Checkpoints

1. Click Checkpoint.

2. Click the green + icon.

3. Click the white + icon above.

4. Enter a name, for example, “Fire Door 1”.

5. Enter a description, for example, “Main customer entrance door”.

6. Select the checkpoint type you created in step 1 above, for example, “Fire Doors”.

7. Select the checkpoint's location, for example, “Kensington Restaurant”.

8. Enter the visit order, for example, if you want staff to complete the checklist for this fire door first, enter 1; second, enter 2; etc.

9. Select either:

   • No proof of presence: if you do not want to require staff to scan a QR code/tap an NFC tag to launch the checklist

   • Create proof of presence identity: If you want to require staff to scan a QR code/ tap an NFC tag to launch the checklist, then click Generate Identity to create an ID which you will use to assign a QR code/NFC tag to the checkpoint (see instructions “Step 3” below).

10. Click Save.

11. Repeat the process of step 2 until you have added all required checkpoints, for example, “Fire Door #2, Fire Door #3, Fire Door#4”, etc.

Step 3 (If Applicable): Assign a QR Code / NFC Tag to the Checkpoint

This step is only required if you created a proof of presence identity in step 9 above.

Assign a QR Codes

1. Paste the identity you generated in step 9 into a QR code generator.

2. Save and print the QR code.

3. Attach it to the relevant piece of equipment, location, or building component.

When you download the QR code, we recommend naming the file in the following format: location + checkpoint name, for example, “Kensington Restaurant Fire Door 1”. This will allow you to easily find the correct file if you need to reprint the QR code in the future.

Assign an NFC Tag

1. On the Checkit App, tap the 3 vertical dots at the bottom right of the screen.

2. Tap Settings.

3. Tap NFC Tag Management.

4. Enter the administrative PIN. (Click here for instructions on how to find your administrative PIN.)

5. Tap Assign Tag.

6. Select the checkpoint to which you want to assign the NFC tag.

7. Tap the NFC tag.

• Click here for instructions on how to check which checkpoint an NFC tag is assigned to.

• Click here for instructions on how to unassign a checkpoint from an NFC tag.

Step 4: Assign a Checklist to the Checkpoint Type

1. Log in to the Control Centre.  

2. Go to Configuration>Work Management>View/Edit.

3. Select the Work tab. 

4. Click +Create New.   

5. Select a location.

6. Select a team.

7. Select a checklist, for example, “Fire Door Monthly Safety Checks”.

8. Select a checkpoint type, for example, “Fire Doors”.

9. Select a schedule (or select non-scheduled as applicable)

10. (Optional) Check the Enforce Sequence box if you want the checkpoints to be completed in order.

11. Click Create New.

You can assign multiple checklists to a single checkpoint type.