The Checklists Overview in Flexkeeping provides a centralized and transparent overview of all checklists created, completed, or archived within your property. The Checklists Overview helps you quickly understand performance, identify errors, and review audit history in detail. This article is for Flexkeeping users who supervise the checklists of their team. Use the Checklists Overview when you want to check how many checklists a team member submitted in a period, how many errors the checklists contained, or when you need to audit the answers of one checklist. The Checklists Overview works on a drill-down principle: you start with a table of all users, click a user to see that user's checklists, and click a checklist to see every answer. You can also export any checklist for reporting or internal documentation.

 

In this article, you can learn about:

• How to use the Checklists Overview in Flexkeeping

  • What the Checklists Overview page shows in Flexkeeping

    • How to select the date range in the Checklists Overview

    • What the user activity table shows in the Checklists Overview

  • How to view the checklists of one user in the Checklists Overview

  • How to view the full details of a checklist in the Checklists Overview

  • How to export a checklist from the Checklists Overview

 

How to use the Checklists Overview in Flexkeeping

What the Checklists Overview page shows in Flexkeeping

When you open the Checklists Overview page in the Flexkeeping web app, you first see a date range filter and a user activity table.

How to select the date range in the Checklists Overview

In the date range filter of the Checklists Overview, select the timeframe you want to review. All data displayed on the Checklists Overview page reflects the selected period.

What the user activity table shows in the Checklists Overview

The user activity table of the Checklists Overview lists all team members who worked on checklists within the date range you selected in the date range filter. For each user, you see:

• Total checklists submitted

• Number of errors across all submitted checklists

• Overview of completed checklists

• Total number of errors found

The screenshot shows the Checklists Overview page in Flexkeeping with the date range filter and the user activity table.

The user activity table gives you a quick insight into the performance of your team and into potential quality gaps.

How to view the checklists of one user in the Checklists Overview

The Checklists Overview page in Flexkeeping operates on a drill-down principle: you click a user in the user activity table to view more details about that user's checklists. To view the checklists of one user:

1. In the Flexkeeping web app, open the Checklists Overview page.

2. In the date range filter, select the timeframe you want to review.

3. In the user activity table, click the user whose checklists you want to view.

You then see a detailed breakdown of all checklists completed by that user, grouped by date. For each checklist, Flexkeeping displays:

• Checklist title

• Status: completed or draft

• Creation date

• Number of errors

• Number of ok answers

• Total number of answers

• Totals summarized for all checklists

The breakdown of one user's checklists allows you to understand not only the quantity but also the quality of the user's work.

The screenshot shows the breakdown of the checklists completed by one user in the Checklists Overview, grouped by date. 

How to view the full details of a checklist in the Checklists Overview

If you need to review the content of a specific checklist, open the full view of the checklist from the Checklists Overview. To view the full details of a checklist:

1. In the Flexkeeping web app, open the Checklists Overview page.

2. In the date range filter, select the timeframe that contains the checklist.

3. In the user activity table, click the user who completed the checklist.

4. In the list of that user's checklists, click the checklist you want to open.

A full view of the checklist appears, showing each answer, comment, and flagged error. The full view makes it easy to verify responses, audit results, or investigate issues.

To return from the full view of the checklist to the list of the user's checklists, click the back button in the upper-right corner of the checklist view.

How to export a checklist from the Checklists Overview

You can export any checklist from the Checklists Overview in Flexkeeping for reporting or internal documentation. The available export formats are:

• Pdf

• Excel

To export a checklist:

1. In the Flexkeeping web app, open the Checklists Overview page at https://app.flexkeeping.com/overview/questionnaire_users.

2. In the date range filter, select the timeframe that contains the checklist.

3. In the user activity table, click the user who completed the checklist.

4. In the list of that user's checklists, click the checklist you want to export. The full view of the checklist opens.

5. In the upper-right corner of the checklist view, click the export button for the format you want, Pdf or Excel. 

 

With the Checklists Overview in Flexkeeping, you can see how many checklists each team member submitted and how many errors the checklists contained, review every answer of a checklist, and export a checklist as a Pdf or Excel file.