Checklist

Learn about how Maica uses Checklists within the overall solution.

Definition

A Checklist is essentially a list of applicable tasks (Checklist Items) that a Resource will perform and acknowledge either before/during/after an Appointment or Shift. A typical example of this might be to do a COVID test, complete an assessment, or greet the Participant. An example of a Checklist might be:

Checklist Name	Checklist Item	Sequence
Pre-Appointment Check In	Greet Participant	Before
	COVID Test	Before
	Complete Assessment	After

Purpose

The purpose is to control tasks that need to be completed as part of an Appointment or Shift that are not billable to a Participant's Service Agreement but are required for compliance, security, or client care.

Usage

Checklists are used within Appointments and Shifts to show at various points throughout the journey, including:

• Check In

• Check Out

• Appointment Management

• Shift Management

Final Thoughts

Checklists are a really good way to get your Resources to perform tasks that are either common to your process, address compliance issues or simply record that the right tasks are done at the appropriate time.

You can then easily report on progress whether this be the completion or not of certain tasks (Checklist Items).