A task checklist might be used to list a series of steps that field staff should follow to properly complete a task, for example:

• Arrived on Site
• Compliance Forms Completed
• Labour and Materials booked out
• Site left clean and tidy.

Add more checklist items

Once a Task has been created, additional checklist items can be added if required. This can be useful if a task requires ad hoc checklist items that are unique to a particular job, or if you need to add existing items from other checklist templates.

An ad hoc checklist Item is effectively a one-off checklist step. Ad hoc checklist items can be added by clicking Add New Checklist Item.

Copy and paste checklist items

If you have existing checklists saved in a different file format such as Word or Excel, you can easily copy and paste that information into AroFlo to quickly create custom checklists.

1. Click the arrow icon on the Add New Checklist Item button.
2. Click Add Multiple Checklist Items. 
   
3. Copy text from an external source and paste into the white box.  
   

   You will need to ensure each checklist item is on a new line. This text box is limited to 800 characters.

    
4. When you're ready, click Add Items.  
   

   These items can be edited before saving.

    
5. Save.

Multi-search checklist items

Multi-search allows you to select an existing checklist item from another checklist template. Select Multi-Search > Task Type Checklists To select all items within a checklist template, double-click the checklist template name. To select an individual item, click the + icon to expand the checklist template and double-click the item you require.

 

Add manual checklists

You can manually add additional checklists to a task via the Manual Checklist tab. 

Manual checklists are useful if:

• You have generic checklists which could be used for multiple Task Types, 
• You have checklists that don't need to be added every time you select that Task Type. 
• You are working on the task over multiple days or with multiple people. For example, you have completed the first checklist item (i.e. Arrived on Site) on day 1, and need to add the same checklist item again on day 2.

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 highlighted with a colour band must be marked with a response before the Task can be completed.

 

Checklist items marked as sortable will have arrows to indicate this. Click and drag to reorder them.

When selecting any response, the following details are also filled in:

Column	Description
Completed By	Name of the user who last changed/completed the Checklist Item, as well as the time and date.
GPS	If enabled in Checklist item settings, GPS location where the Checklist Item was last changed/completed. Clicking (map icon) will open a map showing the location.   To ensure this function works, make sure the: user card in Site Admin has Allow GPS Tracking enabled (see Feature Access tab) user's mobile phone has GPS functions enabled, location sharing enabled for the web browser, and is in range of a GPS signal (e.g. not in an underground car park). Share location Users will be asked the first time they log into AroFlo Field whether they want to enable location sharing. If they choose 'Don't share', and later want to enable location sharing, they can do so in their browser settings.

If a Checklist Item is marked as FAIL (N), you may also have two options shown (if set up in Checklist settings): Escalate Fault: Create a new task that uses checklist items description as the Task Identification. Leave a Note: Leave a small text note that is linked to the checklist item.

 

 

Start / Stop Timer via Checklist

Your Site Administrator can set up your checklist items to automatically start or stop the labor timer when an item is marked Y (Yes/Pass). Once this feature is set up, users can start the labor timer as follows: Select Y on the relevant checklist item. Save. The labour timer starts.   To stop the labor timer via a checklist item: Select Y on the relevant checklist item. On the Current Timer pop-up box, click the green button. On the Labour Timer window, click Stop Timer. Create a timesheet entry as per Task Worksheet Labour.

 

Add and view checklist notes

If necessary, you can add notes to a checklist item by clicking Notes > Add Note. This might include details on why an item was marked as a certain condition (such as marking it failed) or general notes about the Checklist item when it was completed.   To view existing notes, click Notes > View Notes. This will display relevant information for each note that has been left. Click Add Note if you need to add additional notes. Edit a note by pressing (pencil icon). The Last Updated and Updated By fields will update accordingly. If you need to delete a note, click (red trash can).

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

For custom permission groups, Site Administrators can enable checklist notes by going into Permission Groups > [Select permission group] > Checklists > Fields > Notes > View (set to ticked). This will enable Add and Edit as well.

 

 

 

 

Add 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.   Simply click the down arrow in the Documents & Photos area and Add Documents & Photos to upload a document and/or photo to the checklist item.

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.

 

Email attachments

Documents and photos on checklist items can also be attached to task and invoice emails.

 

 

View Documents and Photos

If a photo has been attached to a checklist item, a counter will display on the button to indicate how many documents and photos are attached . Click the down arrow and View Documents & Photos to view the attachments.

Additional options

Click the preview to expand the image, or click the thumbnail to open the full-sized image. You can also enter a comment relevant to the photo. If you want the image to be available for a task layout, you need to enable the Show Client/Contractor/All filter. If you need to delete the document or photo, click the (red trash can).

 

 

 

Link a checklist item to a form

Each Checklist Item allows you to link existing forms such as Compliance Forms, OHS Checklists, and Custom Forms.   Selecting Forms allows you to Create Form (Add) or View Forms that are linked to that Checklist item.

Duplicate a checklist item

A checklist Item can be duplicated by clicking the (cog with arrow) icon and selecting Duplicate Checklist Item.

Changing task types

If you change the task type on an existing task, you will be given an option on how you want to proceed, depending on the scenario. You can choose more than one option, or choose 'None of the above'. Option Description Delete empty custom fields and checklist items linked to previous task type Blank custom fields and unchecked checklist items will not carry across to the task. Add selected Task Type Custom Fields Custom fields belonging to the new task type will be added. Any of the previous task type's completed custom fields will remain visible, so no data is lost. Add selected Task Type Checklists Checklists belonging to the new task type will be added. Any of the previous task type's completed checklist items will remain visible, so no data is lost. None of the above Saves the new task type only and doesn't add any custom fields or checklists related to the new task type.

Service Actions

If a Service Action Group has been linked to the Checklist Template, a column will appear so a Service Action can be selected for each checklist item.