Every team out there requires a unique set of forms and checklists to be filled out to make sure that their job sites are running efficiently and safely. That's why we've included the checklists as a Safety & Quality tool in the Raken platform. With Checklists, you can build your own forms based on existing processes or use one of our pre-built, industry-standard checklists to start collecting valuable data from the field. Check out the article below to learn how you can get started!
Step One: Customize Your Checklists
To get started, you'll need to ensure that your team has the right checklists available so they can collect the data you need. You can start with Raken's library of standard checklists, or you can customize them to fit your workflow. You can even build new checklists from scratch to make sure you have the perfect setup.
Checklists are created and managed at the Company level in the Checklist section of the Raken Web App. Once you create a new checklist it will be immediately available for your whole team to start filling out in the mobile app. For more detail on how to set up your checklists, click HERE.
Step Two: Complete Checklists in the Field
Once your custom Checklists is created, you can start collecting data from the field. Each custom checklists will be available for you along with the standard checklists provided by Raken.
To fill out a checklist on mobile, select a specific project then click on the Checklists icon and tap the green "+" on the bottom right to start a new checklist. Select the standard checklists from the Raken tab or change to your company's custom checklists by clicking on your company's tab. Fill out the questions and click Save.
You can save your checklists as a draft at any time to revisit and finish later or if you're done you can sign and completed. To learn more about completing checklists for your project, click HERE.
To fill out a checklists on Web, select a specific project then click on the Safety & QC tab to the left of the screen and you will see the Checklist tab. You can start a new checklist by clicking the orange "+" Checklist to the right side of the screen or review a completed checklist by clicking on the name of the checklist listed.
Step Three: Reviewing Completed Checklists
Once your checklists have been completed, they're stored for your reference on Raken. You can review and share the completed Checklists at the project level on both web and mobile.
You can also quickly view all of the completed checklists for all projects in the Company tab on the Web App and download any one that you need. For more information on accessing completed checklists, click HERE.
Checklists are only available on the Performance Plan. If you'd like to learn more about upgrading please reach out to our Customer Support Team here
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!