Checklist Management Suite

The Checklist Management Suite is an application suite designed to streamline your checklist management process.

Purpose

This app suite allows you to create new checklists and customize tasks within them, effectively organizing which tasks belong to which checklists. The Checklist Management Suite comprises three applications: the checklist manager app, and two versions of the checklist execution app - one for desktop and one for mobile use.

Setup

The setup of this app suite is straightforward. It's a ready-to-use application suite. After downloading it, you can immediately begin creating your own checklists and tasks with its aid.

How it works

As mentioned above, the suite contains three applications. The manager application is intended for creating and managing checklists.

This apps has six steps and utilizes two tables: the (Definition)Procedure and (Definition)Tasks. These two tables are part of our common data model, enhancing the composability of these applications with our other library apps that also use the common data model.

The first step of the manager app involves the 'Checklists Overview'. Here, users can view all previously created checklists. Upon selecting a checklist, the tasks linked to the selected checklist will appear on the right side.

There are five crucial buttons in this step. Beneath 'Select a Checklist', there are 'Create', 'Delete', and 'Edit' buttons.

The 'Create' button takes the user to the 'Create New Checklist' step.
'Delete' will remove the selected checklist.
'Edit' proceeds to the 'Manage Checklist' step, provided a checklist was previously selected.
In the footer, there's a 'Dashboard' and 'Proceed to Checklist' button.

The 'Dashboard' button navigates to the 'Dashboard' step,
'Proceed to Checklist' takes the user to the 'Checklist Execution Desktop' app. If you prefer the button to navigate to the Mobile version, you can modify the trigger logic accordingly.

In the 'Create New Checklist' step, the user can create a new checklist. They need to provide a 'Checklist ID' and a 'Description'. Upon pressing the 'Create' button, the user will be navigated to the 'Manage Checklists' step and a new record will be created in the (Definition) Procedure table, using the provided information.

In the 'Manage Checklist' step, the main focus is on two tables, with two buttons located between them. The table on the left side displays all the previously created tasks. Beneath this table are three buttons—'Create', 'Delete', and 'Edit'. Their functions are similar to those in the 'Checklist Overview' step, but apply to tasks instead of checklists. Here, tasks can be deleted, created by progressing to a new step called 'Create New Tasks', and edited in another step, 'Edit Task'.

The table on the right side displays tasks that are linked to the preselected checklist. This is achieved by applying a filter to the table.

The two buttons between the tables allow the user to link and unlink tasks to the preselected checklist.

Both the Desktop and Mobile execution apps consist of two steps and introduce a new table alongside the (Definition) Procedure and (Definition) Tasks tables: the (Log) Inspection Results. Users can log the results of the checklist into this new table.

In the first step of the execution app, the user sees two tables: one for checklists and, upon selecting a checklist, another showcasing the tasks of the selected checklist. When the 'Perform Checklist' button is pressed, several actions occur simultaneously. The trigger logic first creates an array comprising the tasks of the selected checklist. Concurrently, it generates a record in the (Log) Inspection Results table. Additionally, a 'Checklist ID' and 'Execution ID' are produced and saved both in the table and as a variable.

In the 'Checklist' step, the user can execute the checklist. Upon entering this step, the app creates an integer variable called 'Length of Tasks Array' from the previously created array.

The step is divided into three sections: 'Task of Current Checklist ID', 'Results of Current Checklist ID', and the 'Pass and Fail' section.

Under 'Task of Current Checklist ID', there's a table with two filters applied to only show tasks belonging to the selected checklist which were not executed yet.

Under 'Results of Current Checklist ID', another table with three filters present only shows the results of the executed tasks.

Upon selecting a task, its details appear on the right side. Here, the user can determine whether the task is completed properly. The user can either press the 'Pass' or 'Fail' button. Both buttons execute similar trigger logic - upon pressing either button, multiple things happen simultaneously. A new record will be created in the (Log) Inspection Result table with the pass/fail information. The selected task will then be added to a new array called 'Done Tasks', and finally, the placeholder will be cleared.

As mentioned before, the two tables on the left have applied filters. In 'Task of Current Checklist ID', a filter is applied such that tasks included in the 'Done Tasks' array aren't shown in the table. This way, we can distinguish between tasks that have been executed and those that haven't.

If all the tasks have been executed, the user can press the 'Finish Checklist' button. The app will then compare the 'Check task QTY' table aggregation and the 'Length of Tasks Array'—if they're equal, it indicates all tasks were executed and a record was made for each in the (Log) Inspection Result table. Additionally, the 'Execution ID' and date will be saved in the (Definition) Procedure table as 'audit id' and 'last audit date'.

If not all tasks are completed, the 'Finish Checklist' button prevents the user from finalizing the checklist.