What is the difference between Forms and Checklists?
Click HERE for a video on the difference between Forms and Checklists.
When you create a New List you are presented with having it display as a Form or a Checklist.
Forms: A form is a list whose items won’t be able to be submitted until the entire form is complete. On the iPad, forms will have a Submit button in the top right corner. This button will only be able to be selected once all of the items have been completed.
Forms also stack, meaning that a form for today will not be replaced by the same form when tomorrow’s form displays. If today’s form is not complete, they will both be in the to-do list for the employees.This is useful for items that must be completed for documentation purposes.
Forms include the following examples:
i. Employee Performance Reviews
ii. Employee Trainings
iii. Employee Write Ups
iv. Location Performance Review/Audits
v. Maintenance Requests
iv. New Employee Form
It is common for forms to not have a repetition set and for employees to simply call up the forms as needed (see Call up a List as Needed From the iPad). Other forms such as Monthly Audits, Inspections, etc. may have repetition sets.
This is useful for items that must be completed for documentation purposes.
Checklists: A checklist is a list whose items can be submitted as they are completed. On the iPad, Checklists will have a Sweep button in the top right corner. This can be pressed at any time so that completed items are no longer visible. This is especially helpful when working with very long lists that have lots of items to get through.
Checklists do not stack, meaning that the checklist for tomorrow will replace the same one for today. The items on today’s list that aren’t complete when tomorrow’s list appears will be marked as incomplete. This is useful for items that don’t make sense to do multiple times in the same day such as cleaning the windows.
Checklists almost always have a repetition set and include the following examples:
i. Opening/ Closing Checklist
ii. Daily Cleaning
iii. Travel Path / Manager Walk Through
iv. Weekly/Deep Cleaning
v. Pre-Shift Checklists