Adding Examples and Alerts to Your Checklists

Enhancing Checklists with Visual Media and Alerts in Chekhub

Adding Examples to Checklists: 

When creating a checklist in Chekhub, you can enhance your technicians' understanding by incorporating visual media, such as images or videos, to illustrate each step.

1. Add Media to Steps:
   • Below the step Instruction and Type fields, you will find options to Upload, Capture, or Record media.
   • For example, for a "replace all filters" step, you can attach a media file showing what the filter should look like after completion.
2. Technician Access:
   • As technicians work through the checklist, they can view the example images or videos.
   • These media files can be enlarged for more detailed viewing, aiding in the accurate completion of tasks.

Incorporating visual media into your checklists ensures clearer instructions and improves the accuracy and efficiency of your technicians' work.

Utilizing Checklist Alerts:

Checklist Alerts in Chekhub ensure that data collected by technicians is accurate and within specific parameters for Assets and Locations. These alerts notify both technicians and administrators when collected information does not meet the required criteria.

1. Create a Checklist:
   • Navigate to the Checklists module from the menu on the left side of your screen.
   • Click the "Create Checklist" button in the top right corner of the dashboard.
2. Add Steps and Alerts:
   • As you build your checklist, add steps such as Numeric, Choice, and Decision Tree steps.
   • For each step, you can add an Alert by specifying custom conditions.
   • Example logic: Set an alert if a value is not equal to 5 and is greater than 10.
     
     
3. Save the Checklist:

• • Once you have configured the alerts to meet your criteria, save the alert and continue creating the checklist. Your alert is now added, ensuring that any