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Checklists and audits How to create a checklist · Create a checklist 1. Open the section. In the Work → Checklists menu, click Create checklist. 2. Enter a name. At least 3 characters, for example "Daily sanitation audit". You can change the name later. 3. Click "Create". The Checklist bu… Checklists and audits How to create a checklist You build a checklist in the builder: sections and questions on the left, settings for the selected question on the right. Changes are saved automatically — there is no separate "Save" button for questions. AI assistant How to create a checklist, test or task with the AI assistant · Checklist The assistant builds the checklist by sections — work areas or stages. Each question is a verifiable statement with a yes/no answer or a field for recording a value (for example, a thermometer reading). Questions can hav… AI assistant How to create a checklist, test or task with the AI assistant · Frequently asked questions › Can I make a test based on our checklist? Can I make a test based on our checklist? Yes. Open the checklist in the builder and ask: “Make a staff test based on this checklist” — the assistant knows which page you have open. Checklists and audits Checklists and audits: how it works · The audit path: from template to report 1. Create a checklist. In the Work → Checklists menu, click Create checklist and fill in the builder. 2. Decide who audits and when. Limit access to the checklist to specific employees, or schedule regular audits in the… Getting started Setting up jeCheck on your first day · Step 4. Checklist …готовности сервиса ("Service readiness checklist") or click Create checklist and build your own: sections, questions and the scoring method (in percent or in points). In the checklist settings you can choose who can use… Checklists and audits Checklists and audits: how it works · Frequently asked questions › Who can create and edit checklists? Who can create and edit checklists? Only company administrators. The Checklists section isn't available to other employees. Scheduler How to schedule audits · What you need - administrator rights; - a checklist — see How to create a checklist; - locations and an employee who will carry out the audits. Mystery shopper Mystery shopper in jeCheck · Frequently asked questions › Can I use my own checklist as the form? …with questions, the New visit button is unavailable — first create a checklist in the Checklists section. Scheduler How to schedule audits · Series templates If you often create similar plans, save the settings as a template: 1. Go to the "Overview" step. In the Save as a series template block, enter a Template name. 2. Click "Save template". The checklist, locations, auditor… Tasks Violation tasks from audits …n auditor answers “No” to a checklist question, jeCheck can create a task to fix the violation automatically — for the right employee, with a due date and requirements. Below is how to complete and accept such a task in… Mobile app How to conduct an audit in the mobile app · Frequently asked questions › Why can't I see the checklist I need? Why can't I see the checklist I need? Most likely the checklist has restricted access and you're not in the Who can use the checklist list, or the checklist has been deleted. Ask your administrator to check the checklist…Didn’t find an answer?
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