Completing checklists in ActivePager can be done both from the web portal and from the mobile app.
Completion via web portal
To complete a checklist from the web portal:
- Go to the Checklists section.
- Click the + Complete button.
- Select the desired Template from the drop-down menu.
- Click Complete to start the checklist.
- Fill in all required items:
- Check the items that are present.
- Enter the detected quantities.
- Add any notes.
- When finished, click Save.
- You can mark a checklist as verified by clicking Mark as verified or delete it using the button in the top right.
Completion via app
To complete a checklist using the ActivePager mobile app:
- Go to the Checklists section in the app.
- Tap the + button or scan the QR Code associated with the desired template.
- Select the checklist you want from the list.
- Complete the required items:
- Tap the boxes to check the items that are present.
- Enter the required quantities in the dedicated fields.
- Add any notes in the dedicated field.
- Once completed, tap Save.
Checklist status
Checklists can have different statuses:
- OK (green): completed correctly.
- INCOMPLETE (orange): completed partially or with missing items.
You can filter checklists from both the web portal and the app by date, status, or template.