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Configuring Check Sheets - Sheet Categories

Created by Courtney Hazzard, Modified on Tue, 9 Jun at 2:07 PM by Courtney Hazzard

Creating Check Sheets gives your employees a way to ensure they have all the items needed to perform their daily task. To configure check sheets follow the steps below. 

Step 1: Log into the VAIRKKO Platform

Step 2: Access the Administrative area by clicking 'ADMIN' in the upper right-hand corner.

Step 3: Access 'Employee Check Sheets' from the Administrative Toolbar 

You will need to complete your Check Sheets in the following order:

  1. Sheet Template
  2. Sheet Categories
  3. Pick List
  4. Adding Questions

Step 1: Select 'Sheet Categories' from the in-app menu.

Step 2: Select the 'Add Category' tab to create a new category 

Step 3: Follow the on-screen prompts to configure your check sheet category.

 

Working with created categories 

Step 1: Select the 'Active Categories' tab

Step 2: Changes to the category name, the associated sheet template can be made from this screen. From the actions button next to the category you can change the notification settings and auto-par setting, and disabling a category can be made from this area.

 

Auto-Par Feature  

This feature will place an 'auto-par' button in the category header. If the employee selects this button it will auto-populate predetermined answers for the items within that category. The predetermined answers can be configured when you create your items.

 

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