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Checklist Reports

Checklist Reports

Checklist exception reports are vital tools in maintaining operational integrity, accountability, and continuous improvement across various industries. These reports highlight instances where standard procedures, as outlined in checklists, have not been followed, providing critical insights into potential risks, inefficiencies, or safety concerns. By systematically documenting these deviations, organizations can investigate root causes, identify patterns of non-compliance, and implement corrective actions.

1) Checklist Exception Report – The Checklist report provides a list of sites under a Client which does not have a checklist done

a) Please navigate to Operations->Checklists->Daily Checklist Exception Report

ChecklistExceptionReportMenu

b) Select the “Client”

ChecklistSelectClient

You will find a list of incomplete Checklists. Click on the “Export” button to have a copy in MS Excel

ChecklistExceptionReport

2) Weekly Checklist Report – The weekly report provides a high level visual representation of the checklists for the week

a) Please navigate to “Operations->Checklist->Weekly Checklist Report”

WeeklyChecklistReportMenu

You will find a high level view of  complete and incomplete Checklists for the week.

ChecklistWeeklyReport

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