Because we use the checklists for a wide variety of purposes, we need additional columns showing in the Checklists Grid for easy retrieval of checklists that have been started. Two examples (screenshots attached):
1. Our mentors mentor many mentees over the course of months and usually have more than one assigned simultaneously. Without the Mentee name (Employee) in the grid, it is impossible to tell which checklist is for which mentee, and the mentor has to click in and out of checklists to find the right one. In addition, our New Employee program manager has to maintain a spreadsheet with a list of mentors, menteees and checklist IDs, so he can easily follow up and track completion of forms.
2. Equipment Inspection Checklists are required on days when equipment is used. While we can tell that multiple checklists were completed for a job on a given day based on the job and date in the grid, we can't tell which pieces of equipment the checklists are for. To do the audit, we have to click in and out of the checklists.
At a minimum, we would like two additional columns - one for Employee and one for Equipment - that function like Job and Date as described below.
From KDS KB: If you want the Job or an Inspection date to show in the checklist grid, you will have to name the Name fields on the checklist template: 'Job Name' or 'Inspected Date'. You can then change the Label field to something more fitting like 'Job:' or 'Date:' and the value will show in the grid on save.
Ideally, we would have a customizable grid for checklists, where we can select and deselect the columns shown, like Timecard Dashboard.
Original request 6/27/17, ticket # 6425
Melissa Mahurin
| Company | FHG, Inc. |
| Job Title / Role | business process manager |
| I need it... | Yesterday...Come on already |
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Hey Mark & Team - So excited to see Checklists back in full force! Hopefully we can get some development going around them, since they're legit, again! As you know, we're huge users and big fans! The grid is a real need!
At a point where I need to beg for this! The grid is not useful as a filtering and retrieval tool without employee and equipment columns, at least the way we use checklists. We cannot maintain separate spreadsheets for each type checklist to cross reference ID to the specific employee or piece of equipment that it's for, which is what we have had to do for several checklist types. See screenshots for partial listing of employee related checklists from the last month alone. How would I find any one of these for a specific employee without clicking in to each one??? Help. Please.
Site or job number would also be useful.
YES!!! If the date submitted would also appear with the name of the person this would be my most perfect go to tool in the tool box!!!!