Creating Tasks
When you start a task, SimplChek creates a task instance based on the selected checklist.
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Last Update 1 個月前
Creating Tasks
You will then complete the checklist, record findings, submit the task, and track its progress through the dashboard.
Step-by-Step Guide: How to Create a Task
Overview
In SimplChek, every inspection, audit, or assessment begins with a checklist stored in your Library. Before you can perform an inspection, the checklist must first be added to your Library.You will then complete the checklist, record findings, submit the task, and track its progress through the dashboard.
What You'll Learn
After completing this guide, you will be able to:
- Add a checklist to your Library
- Start a new task
- Select the inspection site
- Set a due date
- Launch the task for execution
Before You Begin
Ensure that:
- A checklist is available in your Library.
- You have permission to perform the inspection or audit.
- The appropriate site or location has been configured.
Step-by-Step Guide: How to Create a Task
- Open the Library module.
- Browse or search for the required checklist.
- Click Add to Library (if it has not already been added).
Step 2: Open the Checklist
- Navigate to Library.
- Locate the checklist you want to use.
- Click or tap the checklist to open it.
Step 3: Enter the Due Date
Select the date by which the inspection or audit should be completed.
The due date helps track task progress and supports operational planning.
Step 4: Select the Site
Choose the site, branch, facility, or location where the inspection will be conducted.
Selecting the correct site ensures that findings, reports, and analytics are associated with the appropriate location.
Step 5: Start the Task
Click Start Task.
SimplChek creates a new task based on the selected checklist and opens the inspection for completion.You can now begin answering checklist questions, capturing evidence, and recording observations.
What Happens Next?
Tips
Common Mistakes to Avoid
Summary
Once the task has started, you can:
- Complete checklist questions
- Add comments
- Capture photos or other evidence
- Save your progress
- Submit the completed task for review
Tips
- Confirm that you have selected the correct checklist before starting.
- Always choose the correct site to ensure accurate reporting.
- Set a realistic due date for timely completion.
- Save your progress if you are unable to complete the task in one session.
Common Mistakes to Avoid
- Starting the wrong checklist.
- Selecting the wrong site or location.
- Forgetting to set a due date.
- Leaving tasks in In Progress without submitting them.
Summary
Starting a task in SimplChek is a simple process. Add the required checklist to your Library, open the checklist, enter a due date, select the appropriate site, and click Start Task. The task is then ready for execution, allowing you to complete the inspection or audit and submit your findings for review.