How to Create a Checklist
This guide will cover how to create a checklist on Care Control Windows. This feature allows a list of tasks to be created and assigned to staff or service users. This feature is useful for staff when completing jobs which contain multiple stages.
1
In the Administration of Care Control Windows, navigate to the Checklists tool, which can be found under the Communication tab.
2
A new window will open. Here you can view already created checklists and open analysis for them. To create a new one, press Create Checklist in the bottom right-hand corner of the window.
3
You can choose to base the new checklist off an existing one via a template. Press Continue.
4
A blank form will open. This is where you can enter the details about the checklist.
5
Enter a Name, Description and Start Date for the checklist. Next, select a Target Shift and choose whether it will show on the Home Status. You can also set this checklist to be NFC tag compatible.
You can use the Amber and Red Zones to set out times when the checklist will appear on the home status as an amber and red warning.
6
Next, assign staff by name, role, or category. This is who will be able to complete the checklist. Simple select the name and press Add to move them to the right hand list.
7
Next, you can set whether this checklist will repeat, and how often. In this example, our checklist is a weekly checklist, completed on Mondays.
The following section covers which staff members can add tasks to the list. In the example, we choose admin-only staff members.
8
Finally, we can build a note which is created after the checklist is completed. The default note will suffice for our example – it will create a note stating the checklist name, its assignment, and the tasks which have been completed.
Press Save Changes to create the checklist.
9
We can now begin adding tasks to our list. Simply press Add Task in the bottom right-hand corner of the window.
10
Enter a task description and priority. You can also choose to allow free text or optional text entry after a task is completed.
Press Continue to add the task to the list.
11
Repeat steps 9 and 10 until your checklist is complete!