Overview of Check Files
A Check File is a template that organizes Check Sheets.
Each Check File is linked to a specific site or organization and can collectively manage and hold multiple Check Sheets.
Using a three-level hierarchy of "Check File → Check Sheet → Check Item," you can efficiently manage reusable checklists.
For details on Check Sheets, see the applicable manual.
Tell me about Check Sheets
https://studist-biz-check.zendesk.com/hc/en-us/articles/60554185631129
Types of Check Files
Recurring Check File
- Select this when inspection work occurs repeatedly in a fixed cycle according to a schedule.
- Supports Daily Verification and Monthly Verification workflows.
Daily Verification: Completed when one of the designated reviewers performs a review. (Available for both Recurring and On-Demand Check Files)
Monthly Verification: Completed when all designated reviewers have performed a review. (Available for Recurring Check Files only) - When the Status is changed to "Private," future work schedules that were set to occur from that point onward are automatically cleared.
On-Demand Check File
- Select this when inspection work is carried out in response to events or business occurrences, such as per product unit, lot unit, or shipment.
- At least one piece of Identification Information that workers enter at the start of work (e.g., product number, lot number) must be configured.
- Daily Verification is available, but the Monthly Verification feature is not available.
Check File Creation Image
For Check Items and work timings that are identical, the same Check Sheet can be added to multiple Check Files, and each can be given a name per piece of equipment.
Check File Settings
Publishing a Check File
You can change the Release State according to the Usage status.
- Private
Check Files are created as Private by default.
They are not displayed in the field worker app. - Public
Workers can perform inspections and record Work Records in the app.
Labels
Labels can be used to categorize and filter Check Files.
- Labels can be used to categorize and filter Check Sheets.
- By organizing items by task type or category, you can quickly search for the desired sheet.
- Items must be added in advance for each site from Advanced settings.
- Label settings are not shared with other sites.
Revision History
You can view the change history of a Check File.
- Selecting "Revision history" from the menu on the list screen allows you to view past revision Comments and update timestamps in a list.
- Revision history is a manual registration format in which users Enter message(optional) when performing the operation to "Publish" or "Revise" a Check File.
- Revision history is not automatically generated or recorded when settings are updated while Private or when saving as a draft.
Identification Information
In an On-Demand Check File, this is the information that workers enter to identify the target of the work when filling in a Work Record.
- For Identification Information, specify the input format as "Text," "Number," or "Date."
- When workers Enter Identification Information, you can issue a QR code that retrieves pre-configured Identification Information.
Issue a QR code for worker input (Admin screen)
Limits and Restrictions
The main restrictions when creating or editing a Check File are as follows.
- Number of Daily Verification reviewers: Up to 10
- Number of Monthly Verification reviewers: Up to 10
- Number of sheets that can be set in one file: Up to 30 sheets
- Number of Check Files per site: Up to 500
- Labels: Up to 3
- Identification Information: 1 to 5
- Number of sheets that can be added at once using "Add selected Sheet" for a single Check Sheet: Up to 29
- To publish, at least one Check Sheet must be added.
- Once a Check File has been published, its type (Recurring/On-Demand) cannot be changed.
How to Use
Check File settings (Administrator)
https://teachme.jp/8/f/check_manual/sf/399989
Recording work (Worker)
https://teachme.jp/8/f/check_manual/sf/399999