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 web.
Start from: the Compliance Overview page.
- Select FILTER.
- Enter the Area/Checklist title in the search box on the web and select the Area/checklist that you require from the filtered results.
- Select the Date dropdown list to change the date period viewed:
- Today
- Previous 7 days.
- Previous 30 days.
- A year back.
- Custom Range to open a calendar pop-up.
- Enter the earliest date in the range you require and select NEXT.
- Enter the latest date in the range you require and select CONFIRM.
Note: you can only enter past dates.
- Select APPLY to action the filters.
- 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.