Simplchek Help Center | Step-by-Step Guide: How to Complete a Task

Step-by-Step Guide: How to Complete a Task

This guide explains the step-by-step process for successfully completing a task, including updating task details, verifying required information, submitting final results, and confirming completion within the system.

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Last Update a month ago

Before You Begin

Make sure that:

You are logged into SimplChek.
A task has been assigned to you.
Your device has internet access (recommended for syncing images and comments).

Step-by-Step Guide: How to Complete a Task

Step 1: Open Tasks

Go to the Dashboard.
Click Tasks from the navigation menu.

This will display all tasks assigned to you.

Step 2: Locate the Assigned Task

Open the Tasks in Progress section.
Find the task you need to complete.
Check the task name, site, and due date to ensure it is the correct assignment.

Step 3: Open the Task

Click on the task to open the checklist.
The task will load the inspection or audit questions associated with the selected checklist template.

Step 4: Read the First Question
Carefully Review the question before selecting a response.
Pay attention to any instructions, required evidence, or scoring criteria provided in the checklist.

Step 5: Select an Answer

Choose the appropriate response type.
Depending on the checklist configuration, you may need to:

Tap Yes or No

Enter text in the response field

Always provide the most accurate response based on your inspection or observation.

Step 6: Add Comments (If Required)
If additional information is needed:

Click Instructions or Notes.
Type your observation, finding, or explanation.

Use comments to provide context for non-conformances, unusual conditions, or important observations.

Step 7: Upload an Image
If the checklist allows image uploads

Click Upload Evidence.
Choose one of the following options:
- Select an existing photo from your device.
- Capture a new photo using your camera.
Confirm the upload.

Clear photos provide valuable evidence for audits, inspections, and corrective actions.

Step 8: Continue to the Next Question
After completing the current question:

Click Next to move forward

Step 9: Repeat Until All Questions Are Completed
Continue answering questions, adding comments, and uploading evidence until you reach the end of the checklist.

Important: Ensure that no required fields are left blank. SimplChek may prevent submission if mandatory questions have not been completed.

Final Check Before Submission
Before submitting the task, verify that:

All required questions have been answered.
Comments are complete and clear.
Images have been uploaded successfully.
Responses accurately reflect the inspection findings.
No sections are marked as incomplete.

Submit the Task
When all questions have been completed:

Scroll to the bottom of the checklist.
Click Submit Task.
Confirm the submission when prompted.

After submission, the task status changes from In Progress to Submitted and becomes available for review and reporting.

Tips

Read each question carefully before answering.
Use comments to explain unusual findings.
Upload clear, well-lit photos.
Save your progress if you need to pause the inspection.
Complete tasks before the due date to avoid overdue status.

Common Mistakes to Avoid

Skipping required questions
Entering incomplete comments
Uploading unclear or unrelated images
Submitting the task before reviewing all responses
Leaving the task without saving progress

Summary
To complete a task in SimplChek, open the assigned task from Dashboard → Tasks → Scheduled Tasks, answer each checklist question, add comments and images where required, continue through all sections, and submit the task once all required fields have been completed. Accurate task completion ensures reliable reporting, effective corrective actions, and improved operational compliance across your organization.

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