Overview
The Completed Checklists widget provides a total count of checklists completed over a selected timeframe. It is a valuable tool for evaluating adherence to operational processes and identifying areas where completion rates may require improvement.
Content & Filters
Timeframe Selection: Analyze data across various periods (e.g., Today, Last 12 months, Current month).
Checklist Status: Filter by status:
Default
Awaiting Validation
Approved
Disapproved
Additional Filters:
Tags: Focus on specific checklist categories or groups.
Location: Drill down by specific locations or location groups.
How to Use
Add Widget to Dashboard:
Navigate to the Dashboard.
Add the "Completed Checklists" widget.
Set Timeframe:
Select the desired reporting period (e.g., current month, past year).
Apply Filters:
Narrow results using tags, locations, or checklist statuses.
Monitor Progress:
Use the total displayed count to measure operational performance.
Customize Results:
Click on the filter dropdowns to adjust the widget to display specific categories or statuses.
Tips for Effective Use
Use status filtering (e.g., Approved or Disapproved) to focus on checklists requiring validation or follow-up.
Combine location and tag filters to isolate completion rates for targeted teams or areas.
Regularly check trends over time to identify improvements or declining adherence.
Example Use Case: An operations manager monitors completed checklists weekly to ensure all safety protocols have been adhered to. Using the filters, the manager identifies "Disapproved" checklists for further review and assigns corrective actions to the appropriate teams.