Checklists Hub

Purpose

This page provides a central view of checklist execution so teams can monitor completion, identify gaps, and prioritize follow-up.

Prerequisites

• Checklist templates and assignments should be active.
• Users need permission to view and update checklist records.
• Teams should use consistent statuses for checklist steps.

Main Actions

• View checklist completion across teams/locations.
• Filter for open, overdue, or incomplete items.
• Navigate into checklist details for updates.
• Confirm closure of required safety routines.

Field/Status Reference

• Checklist Name: Routine or template being tracked.
• Completion Status: Open, in progress, complete, or overdue.
• Assigned To: Responsible user or team.
• Due Window: Expected completion timeframe.
• Last Update: Most recent activity on the checklist.

Workflow

1. Open hub and review current checklist status.
2. Filter to find overdue or at-risk items.
3. Open checklist records and update progress.
4. Escalate blocked or repeated missed tasks.
5. Recheck hub to confirm closure.

Connections

• Aggregates execution from Start Procedure and Daily Tasks.
• Supports evidence collection in Safety Logs.
• Ownership alignment depends on Staff Directory data.

Common Mistakes

• Treating the hub as complete without checking source records.
• Ignoring overdue checklists during busy periods.
• Using inconsistent statuses across teams.

Troubleshooting

• If hub appears empty, verify checklist assignments and filters.
• If counts look incorrect, check status usage and due windows.
• If updates do not appear, confirm records were saved successfully.

Quick Tips

• Review the hub at shift start and handover.
• Prioritize overdue safety-critical checklists first.
• Keep checklist statuses current to maintain dashboard accuracy.