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Creating and Using Checklists
Creating a checklist
You can create customized checklists (e.g. opening,
closing, kitchen) that are unique to your centre and
can be marked off via the app rather than on paper.
How do you create a checklist?
Checklists need to be created via the administration
portal
Creating the Checklist
1
C l i c k o n ‘ C h e c k l i s t ’ o n
t h e l e f t m e n u
1
2
3
4
5
6
7
8
C re a t e a ‘ C a t e g o r y ’ e . g .
O p e n i n g , C l o s i n g
A n d t h e n c l i c k o n “ A d d
C a t e g o r y ”
2
C re a t e a ‘ C h e c k l i s t I t e m ’
e . g . L o c k a l l d o o r s
3
A s s i g n t h e t a s k t o a
‘ C a t e g o r y ’ u s i n g t h e
d ro p - d o w n b o x
4
S e l e c t a n ‘ A n s w e r Ty p e ’ .
I t c a n b e e i t h e r a Ye s / N o
o r F re e Te x t re s p o n s e
5
S e l e c t w h i c h d a y ( s ) t h a t
c h e c k l i s t i t e m w i l l b e
re q u i re d , t h e n C l i c k o n
“ A d d C h e c k l i s t I t e m ”
6
C h e c k y o u r c h e c k ,
C l i c k i n g o n t h e “ S e l e c t
C h e c k l i s t ” d ro p - d o w n b o x
7
R e - o rd e r y o u r c h e c k l i s t
b y d r a g g i n g a n d d ro p p i n g
t h e l i s t e d i t e m s
8
Note: Checklist appear on app the next day
Once you have created your Checklist in the
administration portal, the Checklist will appear in the
app the next day. This is due to an automated
process that occurs overnight provides the most up to
date Checklist for the app each day.
Tap on checklist on
the Task screen
Select a checklist Tap on the ‘slide
button’ to check off
the item and Sign off
when complete
1 2 3
Using the Checklist on the app
Get in touch at anytime… we’re here to support
you!
www.owna.com.au

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Creating a checklist

  • 1. Creating and Using Checklists
  • 2. Creating a checklist You can create customized checklists (e.g. opening, closing, kitchen) that are unique to your centre and can be marked off via the app rather than on paper.
  • 3. How do you create a checklist? Checklists need to be created via the administration portal
  • 4. Creating the Checklist 1 C l i c k o n ‘ C h e c k l i s t ’ o n t h e l e f t m e n u 1 2 3 4 5 6 7 8 C re a t e a ‘ C a t e g o r y ’ e . g . O p e n i n g , C l o s i n g A n d t h e n c l i c k o n “ A d d C a t e g o r y ” 2 C re a t e a ‘ C h e c k l i s t I t e m ’ e . g . L o c k a l l d o o r s 3 A s s i g n t h e t a s k t o a ‘ C a t e g o r y ’ u s i n g t h e d ro p - d o w n b o x 4 S e l e c t a n ‘ A n s w e r Ty p e ’ . I t c a n b e e i t h e r a Ye s / N o o r F re e Te x t re s p o n s e 5 S e l e c t w h i c h d a y ( s ) t h a t c h e c k l i s t i t e m w i l l b e re q u i re d , t h e n C l i c k o n “ A d d C h e c k l i s t I t e m ” 6 C h e c k y o u r c h e c k , C l i c k i n g o n t h e “ S e l e c t C h e c k l i s t ” d ro p - d o w n b o x 7 R e - o rd e r y o u r c h e c k l i s t b y d r a g g i n g a n d d ro p p i n g t h e l i s t e d i t e m s 8
  • 5. Note: Checklist appear on app the next day Once you have created your Checklist in the administration portal, the Checklist will appear in the app the next day. This is due to an automated process that occurs overnight provides the most up to date Checklist for the app each day.
  • 6. Tap on checklist on the Task screen Select a checklist Tap on the ‘slide button’ to check off the item and Sign off when complete 1 2 3 Using the Checklist on the app
  • 7. Get in touch at anytime… we’re here to support you! www.owna.com.au