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Assets Module - Checklist Completion Status Report

Purpose Statement

  • The Checklist Completion Status Report provides visibility into the status of asset-related checklists.
  • It helps departments quickly identify completed, incomplete, and overdue checklist items to ensure operational readiness and compliance.

Background Information

  • This report is part of the Assets module reporting suite and is commonly used by supervisors, maintenance personnel, and administrators.
  • It is especially useful for tracking routine inspections, maintenance tasks, and compliance checklists tied to apparatus and equipment.
  • Agencies rely on this report to ensure that critical tasks are completed on time and that no required inspections are missed.

Required Permissions

  • Assets Module Access
  • Reports Access (Assets Reports)
  • View Permissions for Asset Checklists
  • (Optional) Administrative permissions for advanced filtering and configuration

Video

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Step-by-Step Guide

1. Navigate to the Assets Reports

  • From the main navigation menu, select Reports.
  • Click on Assets Reports.

2. View the Default Report

  • The default report displayed is Checklist Completion Status.
  • Review the summary chart for a high-level overview of checklist activity.

3. Adjust Search Parameters (Optional)

  • Click Advanced Search.
  • Select filters from one or more dropdown menus (e.g., date range, asset type, checklist type).
  • Apply filters to refine report results.

4. Customize Chart Visibility

  • Use the options on the left side of the report.
  • Select or deselect categories to include or exclude data from the chart view.



     

5. Expand or Download the Chart

  • Click the Expand icon to enter focus mode.
  • Click the Download icon to export the chart.

6. View Detailed Report Data

  • Select All Data to display the full dataset behind the chart.

7. Navigate Through Pages

  • Use the Page buttons to move between pages of results.

8. Adjust Rows Displayed

  • Click the View Count button.
  • Choose how many rows to display per page.

9. Export Report Data

  • Select the Download option.

  • Export the report as a CSV file for external use.
     

     

Best Practices

  • Regularly review this report to catch overdue checklists early.
  • Use Advanced Search filters to focus on specific stations, apparatus, or timeframes.
  • Export reports periodically for recordkeeping and compliance audits.
  • Ensure all personnel responsible for checklists understand deadlines and expectations.

Troubleshooting & FAQs

Q: Why am I not seeing any data in the report?
A: Verify that your filters are not too restrictive and that you have the correct permissions.

Q: The report looks incomplete—what should I check?
A: Confirm that all checklist data has been properly submitted and saved by users.

Q: Can I share this report externally?
A: Yes, use the CSV export feature to download and share the data.

Q: Why are some checklists marked overdue?
A: These items have passed their assigned due date without completion and require immediate attention.