Checklists

Create client checklists that flow through to Vworker shifts for workers to complete

Client checklists are task lists added to shifts when rostering. They flow through to the Vworker mobile app for workers to complete during their shift.

Creating a new checklist

1. Open the checklist tab

   Navigate to Client Profile → Checklist tab.

2. Create the checklist

   Click New Checklist. Enter the checklist name and first item name.

3. Add items

   Click Add Additional Item for each extra item you need on the checklist.

4. Save

   Once all items are added, click Create Checklist.

Use the Add and Edit buttons after creating the checklist to make further adjustments.

Adding a checklist to a shift

When rostering a shift for the client, select the relevant checklist from the drop-down menu.

For Location Rosters, roster the shift first, then click Edit on the client’s roster item to add the checklist. This differs from the standard client roster flow where you select the checklist during rostering.

Completing a checklist in Vworker

If a checklist has been added to a shift, it appears on the shift home screen in the Vworker app.

To mark items as complete, the worker opens the checklist, ticks Completed for each item, and clicks Save.

Completing the checklist is not mandatory for the worker to finish their shift. Workers can complete the shift in Vworker without ticking off all checklist items. Use the checklist note report (below) to track whether items were completed.

Checklist note report

Run a checklist note report to see all completed checklists and any notes workers have added.

In the client profile, go to the Checklist tab and click Checklist Note Report.

Running into issues?

See Client management troubleshooting for common errors and fixes.

Related articles

Notes and tasks

Manage notes and follow-up tasks on client profiles

Creating a client profile

Set up the client profile that holds checklists