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A Task Checklist contains a series of items that can be added to tasks and which require a response (Yes, No, NA). They are visible in Office and in Field. A Task Checklist might be used to prompt a user to record key events within a task. For example:

  • Arrived on site
  • Compliance forms completed
  • Labour and materials booked out
  • Site left in a clean state.

Checklists can be added manually to any task after it has been created, or, for a series of steps common to your Task Types, your Site Administrator can set up automatic checklists.

Setting up a Task Checklist

Task Checklists are based on Checklist Templates, which can be created by your Site Administrator. Please refer to Task Checklist Templates for more information.

Your Site Administrator can also set up certain checklist items so that they start or stop the job timer automatically as you mark them off. See Record Labour on a Task for information on using this feature.

View Task Checklists

To view a checklist on a task in AroFlo Field, click the Checklists tab. If the task type has been set up to have a particular checklist, that checklist will display. If the task type does not have a checklist associated with it, you can add checklist items manually (see instructions below).

Add Checklist Items

After a task has been created, additional checklist items can be added if required.

This can be useful if a task has checklist items which aren't needed often enough to be shown permanently.

To add a checklist item:

  1. Tap Add Checklist Item.
  2. Type the item description into the field.
  3. Save the task.

Add multiple

You can add multiple additional checklist items if required before saving the task.

Ad-Hoc Checklist Items as well as checklist items marked as sortable can be rearranged. Tap and drag the  (double-ended arrow) to reorder.

Add Manual Checklists

Manual checklists are useful if you:

  • have generic checklists which could be used for multiple Task Types
  • have checklists that don't need to be added every time you select that Task Type
  • are working on the task over multiple days or with multiple people. For example, you have filled out the first checklist and need to add the same checklist again the next day.

To add a manual checklist:

  1. In the Manual Checklists area, use the arrow to view applicable checklists.


  2. Select a checklist from the list.

    No checklists available?

    If there are no options in the drop-down list, it means that manual checklists have not been made available for this task type. Your Site Administrator can enable manual checklists.

  3. Tap Add. The checklist appears under the Manual Checklists heading.


  4. Tap the checklist name to access the checklist items.

Complete Checklist Items

Checklist Items are completed by selecting a response, which can be either PASS (Y), FAIL (N) or NOT APPLICABLE (N/A)

Any checklist item that has a coloured background must be marked with a response before the task status can be set to 'Completed'. Once you tap Save, the background colour is removed from any completed items.

When the user selects a response and taps Save, AroFlo records the following details:

  • Name of the user who last changed / completed the checklist item
  • Time and date when the checklist item was last changed / completed
  • If enabled in Checklist settings, the GPS location where the checklist item was last changed / completed. Tap(GPS pin) to view the location on a map.

Timesheet shortcut

Tap the  (box with arrow) to easily create a timesheet entry. The start time will be prefilled with the time the checklist entry was marked as completed.

Escalate a Fault

If a checklist item is marked as FAIL (N), you may see two additional options (if set up in Checklist settings ):

  • Escalate Fault: allows you to create a new task that uses the checklist item's description as the Task Identification.
  • Leave a Note: allows you to leave a small text note that is linked to the checklist item.

Access checklist options

Each checklist item contains additional options. To access these, tap the (expanding arrows icon). Tap it again to close the section.


If information is contained within a checklist item, the expand icon will have a counter on it to indicate this. In the below example, a note has been added to a checklist item.

Forms

Each Checklist Item allows you to link existing forms such as OHS Checklists, Risk Templates and Custom Forms.

  • Tap View Forms to access existing forms created for that checklist item.
  • Tap (plus button) to create a new form based on an existing template.

Within Forms you can choose a form from:

OptionDescription

Spec Forms

Forms that are specific to the chosen Task Type.

All Forms

Lists all forms available in AroFlo (i.e. not specific to a Task Type).

Task Forms

Forms that have been created against this Task Checklist Item. This is the same as selecting View Forms.

Add and View Checklist Notes

Each checklist item allows you to add and view notes. You might use a checklist note to record details on why an item was marked a certain way (e.g. Failed) or general notes about the checklist item when it was completed. Tap(plus button) to add a note or View Notes to view existing ones. 


Edit or delete a note

From the View Notes view, tap the(blue pencil icon) to edit a note, then tap Save. A record will be added to show the date and time at which the note was updated.

To delete a note, tap the(red trash can).

Tap Add Note to add a new checklist note.

Permission Groups

Anyone using default permission groups can view and add checklist notes. Supervisors will also be able to edit, and Managers will be able to edit and remove. 

Custom permission groups.

Documents and Photos

Each checklist item allows you to add and view documents and photos.Adding documents and photos to checklist items can be useful. For example, if you need to fail a checklist item, you can attach a photo to show why. You can either upload a document or photo or take a photo from your device and attach it directly to the checklist item. Tap(plus button) to add a document or photo or View Documents & Photos to view existing ones.

Permission Groups

Anyone using default permission groups can view and add checklist documents and photos. Supervisors will also be able to edit, and Managers will be able to edit and delete. 

Custom permission groups.

When viewing documents and photos, tap the row to access more options:

  • Click the thumbnail to open a preview of the photo. You can scroll through to view other images, if applicable.
  • Tap Original Document / Image to open the full-sized image in a new tab.
  • Rename the document or photo using the Name field.
  • You can enter a comment relevant to the photo.
  • Enable the Show Client/Contractor/All filter if you want the image to be available for a task layout.
  • Tap Delete to delete the document or photo.

See more about these options.

Duplicate a Checklist Item

A checklist item can be duplicated by selecting Duplicate Checklist Item.

This is the fastest way to duplicate a checklist item where multiple people are working on a step. Each technician can simply duplicate a checklist item and tick it off for themselves. Duplicating also retains any settings on the original item (such as email or SMS on Pass / Fail / N/A).

It is also useful in scenarios where someone marks a checklist item as failed and leaves a note. A new user can review the note, duplicate the item and update the checklist with an ongoing record.

Service Actions

If a Service Action Group has been linked to the Checklist Template, an option will appear so a Service Action can be selected for each Checklist Item.

This feature can be especially useful where items are changed on a very frequent basis. This could be during maintenance swap outs where it may not be worthwhile to maintain the changes in an Asset Register.

The Checklist Item could be for parts being changed frequently, and the linked Service Actions might be to add an Inventory Item against the task, or add a Form or Document each time a Checklist Item is marked.

Click on the Service Action drop-down menu.

Select the appropriate Service Action from the list.

Once selected, be sure to Save to lock in your change.

You can set the Service Action against multiple checklist items before needing to tap Save. You don't need to save after changing each individual item.

This particular Service Action had an Inventory Item attached to it. You can see that this item was automatically added to the task by a service action because it has the tag icon.

Learn this Feature Your Way
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Feature access

Parts of this feature are included in AroFlo Go .

Need Help?

Contact our support team.