Overview: as a manager, you may want to quickly and easily find the history of a single task, or a whole area or checklist (described here). This allows you to maintain oversight of progress or any outstanding deviations. You can also view the history of an Area or Checklist on the app.
Start from: the Compliance Overview page.
- Select Compliance history > Areas/checklists to open the list of Areas and Checklists.
- Select the Area/Checklist title OR See more next to the Area and reveal the Area/Checklist answer history for each Task.
Note: you can export the history to an Excel document by selecting the button with an arrow facing up.
- Select the statistic boxes in both the web and the app to filter the answer history.
- Select a Task title to open the Task (you will see that the down arrow by the Answer text will turn into an up arrow when the task is opened).
- Select the left arrow by the Area/Checklist title to close the window and return to the Area/Checklist overview window.