Checklists

Overview

The Checklists area (/{tenant}/checklists) is for viewing and submitting checklist submissions. Checklists are predefined sets of items (e.g. daily opening checklist) that users complete and submit.

Checklist submissions list

• Route — /{tenant}/checklists
• Content — List of checklist submissions (who submitted, which checklist, when, status, etc.).
• Filters — Often:
  • Checklist — Filter by checklist ID
  • Employee — Filter by employee ID
  • Pagination — page, perPage (or size)

Columns typically include: submission ID, checklist name, employee, submitted at, status, and actions (e.g. View).

Viewing a submission

Opening a submission (e.g. “View”) goes to a submission detail page:

• Route — /{tenant}/checklists/[id] (where [id] is the submission ID).
• Content — Header (checklist name, submitter, date), submission info card, and checklist items with answers/attachments.
• Attachments — If items have attachments, they can be viewed (e.g. in an attachment viewer dialog).

Filling and submitting a checklist

• Fill flow — /{tenant}/checklists/fill/[id] (where [id] is the checklist ID).
• User sees checklist items one by one or in a list; for each item they may:
  • Answer (e.g. yes/no, text, choice).
  • Attach photos or files if the item allows.
• Submit — User submits the completed checklist; a new submission is created.

Managers or admins may also open a Submit checklist dialog from the submissions list to record a submission (e.g. on behalf of an employee or for a specific checklist).

Checklist management (Settings)

Defining and editing checklists is done under Settings → Checklists (/{tenant}/settings/checklists). There you can:

• List checklist definitions.
• Create or edit a checklist (name, description, etc.).
• Manage checklist items (add, edit, reorder, remove).
• View a preview of the checklist.

Checklist items can have types (e.g. yes/no, text, file upload) and optional attachments.

URL summary

• Submissions list: /{tenant}/checklists
• Submission detail: /{tenant}/checklists/[id]
• Fill checklist: /{tenant}/checklists/fill/[id]
• Settings → Checklists: /{tenant}/settings/checklists

Query params on the list page (if supported): checklistId, employeeId, page, perPage.