Creating daily checksheets

With Okappy you can create your own daily check sheets which are displayed to your employees when they open their Okappy app each morning.

This could be a daily vehicle check which needs to be completed before the day’s jobs can be stared.

Read on to see how to create a daily check template, determine which employees will receive the check sheet and then view the completed check sheets.

To access the Daily checksheet builder from within the Okappy web portal,

• Click your Profile icon towards the top right of the screen
• Select System settings
• Choose Job settings
• Click Daily checksheet

The daily checksheet template builder will be displayed.

To add your check sheet questions

• Click + Add group (if required)
• Enter a title for the group of questions
• Click the checkbox to determine whether to show the title on the check sheet
• Click the first field
• Choose the field type. This could be a small, medium or large text field, a numeric field or a checkbox
• Enter the question which will appear on the check sheet
• Check whether you want the field to be mandatory or not
• Repeat for each question

To turn daily checksheets on for an employee,

• Click the Connections icon ( ) towards the top right of the screen
• Select Employees
• Click the three dots menu ( ) next to the relevant employee
• Click Employee settings
• Check the Complete daily checksheet option

• Press the Change employee settings button

The checksheet will show the each day when your employee opens their Okappy app.

To view completed daily checksheets, use the Daily checksheet report.