Checklist Item Reporting

Checklist Item Reporting

Purpose 

This document outlines the process of how to view checklist item completion within the Green Leaf Elevated System.

How to View Checklist Item Completion 

Log into your Elevated account and navigate from your menu to the Team Tab > HR > Checklists > Checklist Items


This report will show you all of the checklist items that have been assigned to your employees.

 Column Headers 

  • Checklist Name - Shows the name of the checklist that is assigned to the employee

  • Item Name - Shows the name of the checklist item that is assigned to the employee

  • Group Name - Shows the name of the group that this item is assigned to in the checklist

  • Should Be Completed By - Shows the name of the employee who is assigned to complete the checklist item (Please note that if the checklist item is assigned to a group of people to complete, then this will appear blank)

  • Is Completed - Will show a "Y" if the item has been completed

  • Completed On - Shows the date and time that the checklist item was completed

  • Created - Shows the data and time that the checklist was assigned to the employee

 

 Functional Buttons 

  1. Pencil Icon - Allows you to view the entire checklist assigned to the employee

 

 

If you would like to see a report that shows checklist completion data, please reference our How to View Checklist Completion article.

 

 

 


    • Related Articles

    • Checklist Reporting

      Purpose This document outlines the process of how to view checklist completion within the Green Leaf Elevated System. How to View Checklist Completion Log into your Elevated account and navigate from your menu to the Team Tab > HR > Checklists > ...
    • ACA Monthly/Year-End Reporting Checklist

      As part of the Affordable Care Act (ACA) Module, employers are expected to review settings within their employee's profiles to ensure that all data is being tracked appropriately. The guidelines provided in this article will outline all of the areas ...
    • How to Complete the Employee Verification Checklist (Employer)

      Purpose This document outlines the process of completing the employer portion of our standard Employee Verification Checklist. Please be aware that this guide is not all encompassing and that the employee verification checklist settings are ...
    • How to Assign Checklist(s) to Employees

      Purpose This document outlines the process for Green Leaf clients of assigning a checklist to one employee or several employees at a time. Please be aware that this guide is not all encompassing and that the checklist settings are customized per ...
    • Custom Form Reporting

      Purpose This document outlines the process of how to view custom forms assigned to employees within the Green Leaf Elevated System. How to View Assigned Custom Forms Log into your Elevated account and navigate from your menu to the Team Tab > HR > ...