The Checklist Dashboard provides numerous checklist information across all work orders that are associated with a specific checklist. The Dashboard comprises of the following reports:
Automatic change occurs when a selection is made from one of the reports on the dashboard. When a selection is made, it changes the dashboard information and category filters. For example, from the Checklist Summary report, clicking on the Parking checklist will change the dashboard information and update the category filter.
⦿ How to Make an Automatic Change on the Checklist Dashboard
Choose then click on a selection within any report to view the information.
The dashboard information and category filter changes automatically to reflect the selection.
Using Manual Change
Manual change occurs when changing one or all the drop-down selections for a filter category. When changing at least one filter category drop-down, the information on the dashboard filters and changes to reflect the choice(s). For example, when changing the drop-down for Checklist Name and Location Number, the dashboard generates the information related to those changes.
⦿ How to Make a Manual Change on the Checklist Dashboard
Choose then click at least one of the filter categories to open its modal.
Use the drop-down arrow or type-in the filter choice
To Free Text Answer Flag, select Yes or No
For additional filters, click the More+7 button
Click the Update button to finalize the filter and changes on the dashboard.