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How to Add a Checklist to a Ticket

What Is a Checklist?

In Azumuta, a checklist is a work instruction that will automatically pop-up on an operator’s screen once they’ve submitted a ticket. If activated, then an operator must fill out this checklist before they can submit a ticket.

A checklist usually contains:

  • A list of information, images, and videos that an operator must include when submitting a ticket.
    • Thanks to it, an admin can specify which information and supporting images & videos an operator must include in a ticket. This will help the admin to understand the issue better and solve it faster.
  • A guide on how to solve common issues.
    • Thus, an operator can try to solve the issue themself first and will only send a ticket if they really can’t solve it on their own.

How to Add a Checklist to an Improvement Flow

Before following the steps below, make sure that you’ve already made the checklist.

  1. Go to Continuous Improvement in the sidebar.
  2. Click Settings.
  3. Click the ⋮ (three-dot) icon next to the targeted improvement flow.
  4. Click Edit flow.
  5. Click the dropdown menu under Checklist when reporting.
  6. Tick the box next to the targeted checklist’s name.
  7. Click Save.

Afterward, whenever an operator tries to send a ticket under this improvement flow, this checklist will appear on their screen.

How to Fill Out a Checklist as an Operator

Filling out a checklist is a fairly straightforward process:

  1. Click the checklist’s name.
  2. Go through the checklist work instruction steps.
  3. Continue filling in the ticket details as usual (text, images, and videos as needed)
  4. Click Submit.

How to See a Checklist That Has Been Filled by an Operator

As an admin, here’s how to see a checklist that has been filled by an operator.

  1. Go to Continuous Improvement in the sidebar.
  2. Click the issue that contains a checklist that has been filled by an operator.
  3. Click Report next to the checklist’s name.

Docx Reporting for a Checklist

A docx report is a user-made Word document (docx), that contains specific information extracted from Azumuta. This functionality allows you to create customized reports, where key information from a work instruction or an audit can be displayed in the format that suits your needs.

You can also use our docx reporting functionality in a checklist. To do this, you will need to choose an audit under Audit Procedures when adding a checklist to an improvement flow.

Then, you will need to configure the docx report on that particular audit. See the docx reporting for audits guides for more details.

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