Perform a Check

Start a Check

• Begin a new Check
• Continue an existing Check
• Begin a scheduled or assigned Check

Complete a check

• Checklist Summary
• Questions and features
• Navigate Sections
  
• Submit

From the Check App, you can begin a new check:

• Use the '+' icon at the bottom of your screen.
  (Note: when using the web-based application, you can use the 'Start Check' button on the 'Perform Checks' page)
  
   
  
  
  • You will be prompted to select the location you wish to check and the checklist you will be using. Optionally, you can create the check to be performed on a future date as a reminder.
    
    

From the Check App, you can continue a previously started check:

• Navigate to the 'Checks' menu. By default, the page will filter to 'In Progress' checks. Select the appropriate Check from the list. 
  
  
  

From the Check App, you can begin a scheduled or assigned check:

• Navigate to the 'Checks' menu. By default, the page will filter to 'In Progress' checks. Select the 'Scheduled' filter from the list, then select the appropriate Check from the list.

Completeing the Check

After starting your check, you'll see the Checklist Summary. 

Mobile View	Web View

This section provides an overview of the checklist by displaying:

• The checklist name
• The overall score
• Sections of the checklist
• The number of questions each section contains
• The 'Submit Check' button

Within the triple dot action menu, you'll also find options to:

• View location details such as address and other attributes
• Save or verify your saved progress before switching devices
• Photos - Add general checklist photos that are not associated with a question directly
• Delete the Check if it was created in error
• Return to 'Checks Listing'

 

As a checker, your goal is to complete the checklist as needed before submitting it. 

• Click on any section within the Checklist Summary to start the checklist and answer the questions within that section.
• Navigate between sections by using the arrows at the bottom of the screen or by navigating back to the Checklist Summary page.
• You will be required to answer each question based on the type and specific features. To learn more about the types of questions present in Check - Click Here.
• As you answer each question in the checklist, the summary will be updated to show you how many questions have been answered and what the Overall Score is based on the number of questions answered up to that point. 

Question Features

Questions may offer additional instructions.

• Admin users can leave additional instructions on questions to help ensure that the checker has all the information they need to evaluate the question correctly.
• If a question has a green question mark, this icon signifies that this question has additional instructions. To view the instructions, click the green question mark, and the instructions will appear on the screen.
  

Questions may be optional or required.

• Optional: These questions are considered optional, and answering them is not necessary to complete the check. An optional question will be indicated with an "Optional" caption next to the question. 
  
  
• Required: You must answer these questions to submit the check.
  Note: Choosing N/A or Cannot Audit serves as an answer to the question where relevant.

Questions may require a photo submission.

• Checkers can upload photos to support their answers to any question as needed. An optional photo upload option is present in every question of the checklist.
  
  
• A required photo requires the checker to upload a picture based on the question asked, and the question cannot be completed without it.  A photo-required question will have a red exclamation mark.
  
  

Questions may require a comment

• An optional comment option is present in every question of the checklist. This gives the checker the option to add any thoughts or observations to that particular answer for further review or for the next checker to view while they complete their next check.
• A required comment indicates that the checker must comment on the question asked, and the question cannot be completed without it.  A required comment will have a red exclamation mark.

Flag for a Followup

• Questions on the checklist can individually be flagged for a followup. Followups are action items that are used to identify deficiencies or issues that need to be addressed at a location. To do this, click on the flag button present in the question. 
• To learn more about Followups, Click Here.

Click Flag	Create Followup	Provide Details	Indicator Present

Assign Not Applicable

• Based on the question, a Not Applicable option may be available on the question. This is normally done if the question cannot be applied to the context of the check and location.
• To select this option, click on the N/A button, and the question will be marked as answered.
• To undo this action, you can simply click on the N/A button once again, or select a different response.

Assign Could Not Check Status

• Based on the question, a checker can indicate a "Could Not Check" status on the question. This is normally done when the checker is unable to verify the answer to the question due to any possible situation.

Complete All Sections:

• Navigate between sections by using the arrows at the bottom of the screen or by navigating back to the Checklist Summary page.

• If a section is missing a question response, the 'Hide Answered' filter can help locate the question.

Submit the Check:

Once you have completed all the questions and sections, click the Submit Check button on the Checklist Summary page.