Introduction™ provides a convenient way to document issues and corrective actions during the process of completing a checklist.  At any point during a checklist activity, you can add notes that are added to the checklist record.  These notes are included in any reports, providing a convenient way for auditors and inspectors to understand variations and exceptions present in the checklist data.

Here are two example use cases for the Note feature:

  1. A grill platen hinge breaks, forcing the employee to complete the checklist on a different platen than the usual one.  On the day the problem is encountered, the employee would add a note to document that the platen # changed because the hinge was broken.  On the day the problem is fixed, the employee would add a note to document that the situation has returned to normal.
  2. A refrigerator malfunctions and is taken out of service.  When a checklist requires the employee to measure the temperature of the refrigerator, the employee would skip that step and add a note to explain the problem.   When the refrigerator is fixed, the employee would add another note explaining how the problem was fixed.

The following video demonstrates how easy it is to add notes to a checklist.