How do checklists work during a visit?

Checklists make sure the same things get checked at every stop. A team admin sets them up, and they show up in your visits.

On the phone

1. In a visit, tap All tools, then Checks. Checks only appears when the visit has checklists.
2. The sheet shows Checklist at the place, with Required items marked and a count like 2 of 5 required done.
3. Fill in each item as you go.
4. If you tap End visit with required items left, you see how many are left with Finish checks and End anyway.

On the web

1. Open the visit. On the Checklist card, pick a checklist and select Start checklist.
2. Use Fill in on each row, then Save. Values Propel heard in your voice notes show Filled by Propel.
3. When everything is done, the card shows Complete.

Set up checklists (admins)

• Settings, Checklists holds checklists of metrics to fill in during a visit. Set Name, which visits it is offered on, and whether it is Required, then Save checklist.
• Settings, Pre-visit checklists holds simple lists for Just me or the Whole team, one item per line.

Good to know

• Pre-visit checklists can be personal (up to 5) or team-wide (up to 5), each with up to 100 items.
• Once the report is signed, the checklist shows Signed · read only.