Learn everything you need to know about adding, editing or deleting checklists plans in TRAKKD.

TRAKKD - Planning Checklists

The TRAKKD platform has several menu-items that are dedicated for our digital checklists functionality. Navigate to Plan checklists. All checklists plans can be managed here. Based on the size and permissions of an organization one (Custom) or all three tabs will be shown. Three items will be explained below:

1. Standard Plans

All already created standard plans are shown in this overview. Select a plan to see more information about the schedule on the right side of the screen: :

  • Checklists
    This shows which checklists are scheduled in the planning. For custom plans the location the checklists are linked to is shown as well.
  • Organization unit categories (Only applicable for standard checklists)
    The standard checklist category/categories is/are shown here.
  • Day and time
    The scheduled day(s) / time when the checklist(s) will be published are shown here. The maximum days / hours / minutes that may be spent before the checklists deadline expires is shown as well.
  • Periodic closure
    The planning can be blocked for a period. No checklists will appear in the selected period.

A standard plan for a standard checklist is automatically applied to all organizational units with that checklist (and category). Click on the button New standard plan to create a new plan. There are several options:

  • Planning name
    The name of a plan can be entered so that it is recognizable. You can also search the plan checklist overview by planning name.
  • Periodic closure
    Periodic closure can be added. Select a date / time range and no checklists will be published in that range.
  • Checklist
    In a standard plan only standard checklists are shown. Select one or more checklists. The category/categories that each checklist is linked to are displayed as well. Usually plans are split based on frequency. E.g. only daily checklists are selected in a daily plan.
  • Schedules
    Add one or more schedules to the checklist plan. Enter the following information:

    • Optional: Select whether this an regular or ad-hoc plan
      • An ad-hoc plan makes the selected checklists always available. As soon as a checklist is started a new one will be published. A user may enter a maximum duration in the schedule which will start counting as soon as an ad-hoc checklists is started.
    • Select the time at which the selected checklist(s) needs to be published
    • Select the maximum duration before the checklists is too late or automatically completed (based on your back dating settings)
    • Choose whether this is an weekly or monthly plan.
      • Weekly: Select one or more days (for daily and weekly plans)
      • Monthly: Select a date and one or more months (for monthly, quartly, yearly, Etc.)

2. Custom Plans

All already created regular plans are shown in this overview. A regular plan deviates from a standard plan in several ways:

  • Plan information
    Regular checklist plan information does not show an organizational unit category, since regular checklists are added directly to an organizational unit.
  • Checklist
    Per checklist is shown to which organizational unit is linked and the plan is only applicable to the selected checklists (and organizational units)

3. Deviations per checklists

Navigate to the Deviations per checklist overview. While standard plans are applicable for all locations, there are some situations where the opening hours might differ per location. This overview enables the possibility to differ from the standard plan.

Click Add new deviation to create a new deviation. Enter the following information:

  • Organizational unit
  • Checklist(s)
  • Reason for the deviation
  • Whether the deviation is one-off or recurring
  • If one-off: Select the period for the deviation
  • If recurring: Choose whether the recurrency is weekly or monthly, at what time the deviation should start and how long the deviation should last.

In the deviation per checklist overview all checklists and the plans where they are scheduled are shown. If an deviation is enabled, users can recognize this by the Not set or Set icon.