Learn everything you need to know about published checklists in RmoniWeb.


Published checklists


The RmoniWeb platform has several menu-items that are dedicated for our digital checklists functionality. Navigate to Published checklists. This page consists out of two parts:

  1. Published checklist overview
  2. Checklist details



1. Published checklist overview.

This overview contains all checklists that ever have been published, regardless of whether the checklists are already completed or still needs to be completed. Several columns are shown in this overview to easily find the right information: 

  

  • Checklists
    The name of a checklist is displayed. There is a filter on checklist category to easily find the right checklist.
     
  • Status
    A checklist can have several statuses at the same time. These are the following statuses; New, Started, Completed, Skipped, Approved, Not Completed, Partially Skipped, Exceptions and Late. Users can filter on any of these statuses. Approved checklists are generally only found in the archive.
     
  • Employee
    The name of the user account that started or completed the checklist is displayed.

  • Organizational unit
    The organizational unit to which the checklist is linked is displayed.

  • Publication date
    The publish time and date of the checklist is displayed.

  • Completed on
    The time and date on which the checklist was fully completed and sent is displayed.

  • The button: Actions
    When a checklist has been completed, the button Actionswill be displayed. The following actions are possible with this button:
    • Details: Clicking on this button will view all details of the completed checklist.
    • Download: Download the checklist as a pdf-file
    • Approve: Approves the checklist. Approved checklist are shown in the archive.

 

Besides the above columns there are several other functionalities on this page:

  • Filter on exceptions – Only checklists with exceptions are shown
  • Filter on archived – Only archived / approved checklists are shown
  • Filter on each column – Combine filters to find the right information in no time
  • Check box in front of checklists – Select one, several or all checklists (using the select all check box) to select checklists. There are three options:
    • Delete selected checklists
    • Archive selected checklists
    • Approve selected checklists


2. Checklist details

As soon as an user clicks on Actions and Details, the details of an checklist are shown. At the top of the screen some general information is shown:

  • Checklist name
  • Completed by (and whether it was completed in time)
  • Organizational unit
  • Publication date
  • Completion date
  • If approved: Approved by
  • If approved: Approved date

 

The entire checklist is shown in this overview. This means all questions, answers (with the indication whether it was positive or negative) and actions are shown. A timestamp per question is shown. If the checklist hasn’t been approved yet, there is a function to enter comments to questions or the entire checklist. The checklist can be approved at the bottom of the screen.