How to View Service User Checklists
This guide explains how to review resident checklists, view checklist items for a specific date, and access historical checklist records
Takes 2 minutes
For: Seniors
Updated: 23rd June 2026
Introduction
The Checklists section allows you to review daily checklist records for a resident. You can view completed checklist items for a selected date and access historical records to monitor care activity and compliance over time.
In this guide you'll learn how to:
- Access service user checklist records
- Review checklist items for a specific date
- View completed checklist activity
- Access historical checklist records
Open Checklists from the Essentials section within Care Planning.
Select the service user whose checklist records you want to review.
Select a checklist date to review records for a specific day.
Review all checklist items recorded for the selected date.
Open the Historic tab to view previous checklist records.
Top tip
Use the Historic tab when investigating previous care activities or confirming that routine tasks were completed on a specific date.
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