Checklists  

This revolutionary program allows you to monitor and report on any process within your organisation. Any process can be represented as a flow chart, and checklists allows you to create that flowchart as a series of steps.

You create a checklist by adding different types of field, such as date, currency, text, or an option from a drop-down combo field. When a field is added, you can then select the field that will be next in the checklist. This allows you to specify the order in which entries are made.

This is most significant when the following steps are different depending on the option selected in the previous field. For example, checklists can be used to monitor the sales process. During that process, if the outcome of a follow-up call is a sale, the next fields in the checklist could relate to the value of the sale and the invoice details. However, if there is no sale, the next fields would need to relate to calling back again.

All steps in a checklist can be reported on, allowing you to monitor and manage the progress of different processes within your organisation.

Example
A computer supply company uses checklists to monitor the return and repair of faulty items. Each returned item is given a unique reference number, tested and then the user specifies whether an item is to be returned to the manufacturer, repaired or replaced. Depending on which option is selected, a different set of new options is presented. At any time, it is possible to identify issues that are at a particular stage.