Set up a daily checklist

Write a list of steps one person ticks off on the days you choose, with a reminder, and see how often it was finished.

Owners, admins and Handbook editors write a checklist. Owners and admins assign it. The person assigned ticks it.

Opening checks, closing up, a new starter's first fortnight: a daily checklist is a procedure whose steps are ticked off, by one person, on the days you choose.

1. 1

   Write it

   Press New procedure and under What it is choose Daily checklist. Add the steps, up to forty. A step can link to the procedure that explains it, so whoever is ticking can open it. Press Publish as you would for any procedure.

2. 2

   Give it to someone

   Open the checklist and its Assignments tab, and press Assign to someone. Choose Who does it, the Days of the week, a Reminder time and, if you like, a Second reminder for when it is not finished.

   Choose the Clock: a location's, or the clinic's own time. The times are on that location's clock, so 8 am in Perth is 8 am in Perth. Give it a date under Until if it is for a set time, such as a new starter's first two weeks.

3. 3

   Tick it off

   The person opens Daily checklists on the Handbook page, where the day's list appears at its first reminder time, and ticks each step as it is done. The day is done when the last step is ticked; a day left unfinished is closed as missed early the next morning.

   

4. 4

   See how it is going

   The Assignments tab, and Daily checklists for owners and admins, show each assignment with how many of the scheduled days were finished in the last 30. Press Pause while someone is on leave, Resume when they are back, and End when it is no longer needed.

Still stuck? Open a ticket from Support in the app, or send us a message.