Checklist Reporting

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 > Checklists


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

Column Headers 

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

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

  • Category - Shows the category type of the checklist

  • % Completed - Shows the percentage of how complete the checklist is

  • Checklist Status - Will show a status of "Open" if the checklist is not 100% complete or will show a status of "Completed" if the checklist is 100% completed.

 

Functional Buttons 

  1. Pencil Icon - Allows you to view the entire checklist assigned to the employee
  2. View Checklist Items Icon - Redirects you to a report of each item assigned in the checklist
  3. Assign New - Allows you to assign a new checklist to an employee
  4. View Available - Redirects you to a report that shows you all checklists built out for your company
  5. View - Allows you to view any selected checklists that are assigned to an employee
  6. Delete - Allows you to delete any selected checklists that are assigned to an employee

 

If you would like to see a more detailed report on checklist item assignments, please reference our Checklist Item Reporting article.


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