The Check List page provides you with the status of tasks that are meant to be completed daily and allows you to update and verify custom check lists. The Default CLEARVIEW check list shows the status of the standard CLEARVIEW tasks while the Custom Check List shows the status of tasks in check lists created by your organization.
The following information is displayed on the page for the Area*, Store, Type of check list and Date selected using the filters Drop-down boxes that let you select from the options available. at the top of the page.
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Store: The name of the store.
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Date: The date for which the status of the check list items are displayed.
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Task*: The Daily Entry task to be completed.
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Check List*: The name of the custom check list.
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Verified: The date and time Unless specified otherwise, the date and time will always show in the user's local time. at which the check list was verified as completed.
A date and time Unless specified otherwise, the date and time will always show in the user's local time. in this column indicates that the check list is completed.
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By: The CLEARVIEW user that verified the check list.
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Overridden by: The CLEARVIEW user that made changes to the check list after it was verified.
Tasks listed in the Default Clearview check list cannot be updated on this page. They need to be updated on the respective pages under Daily Entry on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
TO VIEW THE STATUS OF TASKS/CHECK LISTS:
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Open the Check List page.
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Select the Area* and Store for which you want to view the status of the check list from the drop-down lists.
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Select the check list Type from the drop-down list(s):
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Default CLEARVIEW are all the tasks listed under the Daily Entry label on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
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Custom Check List are the check lists created by your organization.
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Select the Date for which you want to view the check list status.
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Click on the Go button.
TO UPDATE TASKS IN A CUSTOM CHECK LIST:
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Open the Check List or Check List Status page.
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Select the Area*, Store and Date*/Period* for which you want to update the check list(s) from the drop-down lists.
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Select the specifics of the period*, if required.
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Select Custom Check List from the Type drop-down list.
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Click on the Go button.
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Click on the Check List*/Sheet* that you'd like to update.
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Update the status of the tasks listed, as required.
Fields with a yellow background are mandatory fields.
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Click on the Save button.
TO VERIFY THAT A CUSTOM CHECK LIST IS COMPLETE:
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Open the Check List or Check List Status page.
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Select the Area*, Store and Date*/Period* for which you want to verify the check list(s) from the drop-down lists.
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Select the specifics of the period*, if required.
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Select Custom Check List from the Type drop-down list.
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Click on the Go button.
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Click on the Check List*/Sheet* that you'd like to verify.
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Check the status of the different items and make changes or notes as required.
Fields with a yellow background are mandatory fields.
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Click on the Save button.
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Click on the Click here to Verify that Information is Completed button to verify that the check list is completed.
Associated Settings
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Check List controls all check lists for the organization.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.