Viewing List Completions for a Location

The third, and final, section of the Server App Dashboard in the Server App is for List Completions. This section only appears if your organization has implemented the Lists/Checklists and the active workspace is a location.

List Completion information is presented as a table format:

There are four set of lists available for review in the Server App:

• • Required Lists
  • Non-required Lists
  • Reusable Lists
  • Web Lists

Information on viewing and printing statistics for lists can be found in Understanding Statistics Reports ».

Standard Lists (Required and Non-required)

There are two sets of standard lists:

• Required Lists are those lists that are flagged as required, regardless of whether or not they contain required items to be completed.
• Non-required Lists are those lists that are not flagged as required.

For each list, the following information is provided:

• The name of the List, the interval (start time to due time) when the list is available for completion, and the date the current version was published.
  • When you click on the name of the list, the List Responses page for the list will appear, filtered on the Dashboard's active date (see List Responses).
• The status of Required items and Overall items, noted by the percentage of required and overall items that have completed, and one of the following icons:

             

  • A clock icon means the list is scheduled to be completed but has not been started. No required items on the list have been answered (0%).
  • A green checkmark icon means all required items have been answered (100%) and the list has been completed.
  • A black checkmark icon means the list has been started, it is still active, but not all required items have been answered. The percentage of completion indicates the number of required items that have been answered.
  • A gray checkmark icon means the list was started, it has now expired, and there are unanswered required items. The percentage of completion indicates the number of required items that were answered.
  • A red X icon means the list was not started, it has now expired, and none of the required items have been answered. The percentage of completion indicates the number of required items that have been answered (0%).
• The Duration of time spent completing the list, noted as follows:
  • If the numbers are in black, it means the time spent on the list is within the minimum and maximum duration times that should be spent on the list, or the list does not have a duration.
  • If the numbers are red, it means the time spent on the list is less than the minimum or greater than the maximum duration times that should be spent on the list.
  • If dashes appear (--), it means no time was spent working on the list.
• The number of Required Items on the list.
• The Total Items counted for the list.
• The Due By day and time for the list.

Reusable Lists

Reusable Lists are those lists that can be completed more than one time during the time when it is available. For Reusable Lists, the following information is provided:

• The name of the List.
  • When you click on the name of the list, the List Responses page for the list will appear, filtered on the Dashboard's active date (see List Responses).
• The number of Times Submitted after completion.
• A link to Details that, when click, displays information about each time the list was completed:

  

  • Time Received is the time the completed list was received by the server, regardless of what the time was where the list was completed.
  • Required is the percentage of required list items that were completed.
  • Overall is the percentage of all list items that were completed.
  • Duration is the time spent completing the list (from answering the first question until the list was submitted).
  • Required Items is the number of required list items.
  • Total Items is the number of list items.

Web Lists

Web Lists are similar to Standard Checklists, only they can only be completed using the Server App. The information that is available for Web lists is also the same as that for standard checklists, only with the addition of a Start List button if the list is available for completion:

List Responses

When you click on the name of the list in the List Completions section of the Dashboard, the List Responses page for that list will appear, filtered on the active date:

In the filter, you can carry out any of the following:

• Choose a different list from the dropdown.
• Change the Start and End dates of the responses you are viewing using the calendar tool that appears when you click in the field.

When finished, click Search. The resulting Responses appear below the filter section:

• You can collapse and expand the filter section by clicking on the Filters link above Responses.
• For each list item, the report provides the following:
  • The List Item name of the list item (a red asterisk * indicates that completing the item was required)
  • The Description associated with the list item (this appears on the list item screen in the Mobile App)
  • The Range, if any, that applies to the list item (anything out of this range would be non-compliant)
  •  The Value Entered by the person completing the list item
  • The Corrective Action, if any, that was taken if the item was reported out of compliance
  • Retry Records - If the response that appears on the report for a list item was the result of a retry during completion, the View Retry Details link appears in this column. Tap/click on the link to see the other answers that were provided before the one that was used in completing the item:

    

    • The Time Entered and Value Entered columns display information for each retry. Note that this form does not include the final value entered, as that value is displayed as the response.
    • Click the X to close the window.
  • Time Entered in [time zone] is the date and time the response was made.
• If you want a copy of the responses downloaded to your computer, click the Create Document button and choose the format you want to use from the list: CSV, XLSX, or PDF:

  

  • The file is automatically downloaded to your computer in the default download folder.