How to use scheduled checklists in the SmartSense mobile app

Scheduled Checklists are checklists that must be completed within a specified window of time. If the has not yet occurred or has already passed, these checklists will not be actionable. 
 

Scheduled Checklists Overview

After logging in to the SmartSense mobile, you will find the Scheduled Checklists tile on the home screen. Tap on this to open the Current Checklists.


 

Scheduled Checklists should be completed by the end of the day. A Completed status will appear in the top right corner of a card indicating that the checklist is complete.

There are two types of checklists:

1. Fixed – All tasks in the checklist must be completed by a designated time.
2. Dynamic – A specified number of tasks must be completed e.g., if there are 12 listed tasks you may only have to complete 6 of the 12.
   
   
    

Within each checklist card, there are some key features:

1. Checklist title
2. Time left until the checklist expires
3. Progress bar
4. Status of checklist (Available, In Progress, About To Expire, Completed)
5. Number of tasks within checklist/completed tasks
   
   
    

If you have multiple checklist cards, simply scroll to view the rest. You may also filter the cards by selecting the filters icon in the upper right corner and toggling the filters on/off. You will see different tasks such as

1. Take Temperature

2. Yes/No

3. Take Photo

4. Text Input

   
   
   
    

Take Temperature

1. To take a temperature, you will need your SmartSense Probe. When using the probe, make sure it is powered on and paired, then tap Connect. 
   
   
    

2. Readings that are outside a safe threshold will appear red (too hot) or blue (too cold) on the mobile app screen and your probe will display a red light. Readings that are in range will appear green on the mobile app screen and your probe will display a green light.
   
   In the example below, the temperature is too cold.
   
   
    

3. Once you reach the desired temperature range, tap Save on your screen. Tap the orange Submit button at the bottom of the screen to complete the task.
   
   
    

4. Alternatively, you may manually enter temperatures without the use of a connected SmartSense probe. In some cases, a task may be configured to require temperatures to be entered manually. Instead of a Connect button, you will need to manually record a temperature by entering the temperature on your keyboard.
   
   
    

5. Once you select the correct temperature, tap the orange Submit button at the bottom of the screen to complete the task.
    

Note: Some tasks require you to use a probe. If you try taking a temperature manually, you will be presented with corrective actions and must follow the prompts on your screen.  

Yes/No Questions

When answering a Yes/No question, the response will automatically submit if no further action is required. If further action is required, a Corrective Actions modal window will appear. You must select the corrective action(s) and hit Confirm to proceed. 



If you decide to cancel the corrective action, a pop-up will appear:                        

Warning! All changes you made will be undone, are you sure you want to cancel?



Select YES or NO to continue. Once you have finished submitting your yes/no question, tap the orange Submit  button at the bottom of the screen to complete the task.    
 

Take Photo

To take a photo, tap on the camera icon. If you have not enabled camera access, you will need to modify your device settings. Once the camera is ready, aim the lens at the object you wish to capture and take a photo.



iOS users will have the option to Retake or Use Photo while Android users will have the option to Retry or select OK. If you are satisfied with the photo, it will be embedded within the task, and you can add additional text to the Comments field below. 

Tap the orange Submit button at the bottom of the screen to complete the task.
 

Text Input

Text Input requires you to submit a short answer to a question.



Once you’ve entered your short answer, you may add additional text to the Comments field. Tap the orange Submit button at the bottom of the screen to complete the task.

 

Note: Some text input options will only allow you to enter numerical characters.

Checklist Completion

To ensure that a checklist is complete, a screen alert will be triggered when you tap the Submit button for a Scheduled Checklist or an Ad Hoc Checklist that has at least one incomplete task.



You may stay on this screen to complete the task so that the Checklist reaches 100% completion or dismiss the alert to submit only the completed portion of the Checklist.

Scheduled Checklists must be completed during the allotted time or else the Scheduled Checklist will expire and associated tasks will not be available.