Check List Status

The Check List Status page provides you with the status of tasks that are meant to be completed daily, for the period selected, and allows you to update and verify custom check lists. The Default CLEARVIEW check list shows you the status of the standard CLEARVIEW tasks while the Custom Check List shows the status of tasks in check lists created by your organization.

TO VIEW A CHECK LIST STATUS REPORT:

Open the Check List Status page.
Select the Area* and Store for which you want to view the status of the check list from the drop-down lists.
Select the check list Type from the drop-down list(s):
- 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..
- Custom Check List are the check lists created by your organization.
Select the check list for which you want to view the status from the Sheet* drop-down list.
Select the Period for which you want to view the check lists.
Select the specifics of the period (Date*, Year*, Week Ending*, Month*, From*, To*).
Select from the Results Filter drop-down list to filter Drop-down boxes that let you select from the options available. the check lists that will be displayed, if required:
- All will display all the check lists .
- Incomplete will display only check lists that have not been verified as complete.
- Complete will display all completed check lists regardless of whether there are any issues.
- Overridden will display only check lists that were modified after they were verified.
- Resolved Issues will display only check lists that are complete, had at least one issue, and all the issues have been marked as resolved.
- Outstanding Issues will display only check lists that are complete and have at least one issue that's not been marked as resolved.
Click on the Go button.

Default CLEARVIEW

The following information is displayed on the page for the Default CLEARVIEW check list:

Store: The name of the store.
Date: The date for which the status of the check list items are displayed.
Task (where Task is each item on the check list selected): A in the column indicates that the task has been completed for the day.

Report links:

Clicking on a Date will open the Check List window for the store and date.

The following information is displayed in Check List window:

Store: The name of the store for which the checklist was opened.
Date: The date for which the checklist was opened.
Task: The Daily Entry page on the checklist.
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.
By: The name of the user that verified the checklist.
Overriden By: The name of the user that made changed to the page 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..

Custom Check Lists

The following information is displayed on the page for Custom Check Lists:

Store*: The name of the store.
Date: The date for which the status of the check list items are displayed.
Sheet: The name of the custom check list.

The Sheet name in red indicates that nothing has been entered into the check list.
Issues: Informs you of the status of the check list and indicates if there are any issues.
- Indicates that the check list is complete without any issues.
- indicates that the check list is complete but one or more tasks have been flagged as issues.
- indicates that the check list is complete, one or more tasks have been flagged as issues, but all the issues have been marked as resolved.
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.
By: The CLEARVIEW user that verified the check list.
Overridden: The CLEARVIEW user that made changes to the check list after it was verified.

Report links:

Clicking on a Sheet will open the check list so that you can update the status of the tasks in it.

TO UPDATE TASKS IN A CUSTOM CHECK LIST:

Open the Check List or Check List Status page.
Select the Area*, Store and Date*/Period* for which you want to update the check list(s) from the drop-down lists.
Select the specifics of the period*, if required.
Select Custom Check List from the Type drop-down list.
Click on the Go button.
Click on the Check List*/Sheet* that you'd like to update.
Update the status of the tasks listed, as required.

Fields with a yellow background are mandatory fields.
Click on the Save button.

TO VERIFY THAT A CUSTOM CHECK LIST IS COMPLETE:

Open the Check List or Check List Status page.
Select the Area*, Store and Date*/Period* for which you want to verify the check list(s) from the drop-down lists.
Select the specifics of the period*, if required.
Select Custom Check List from the Type drop-down list.
Click on the Go button.
Click on the Check List*/Sheet* that you'd like to verify.
Check the status of the different items and make changes or notes as required.

Fields with a yellow background are mandatory fields.
Click on the Save button.
Click on the Click here to Verify that Information is Completed button to verify that the check list is completed.

Associated Settings

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.