Overview of Check Files
A Check File is a template that consolidates Check Sheets.
Each Check File is linked to a specific site or organization and can manage and hold multiple Check Sheets together.
Using a three-level hierarchy of "Check File → Check Sheet → Check Item," you can efficiently manage reusable checklists.
For details on Check Sheets, please refer to the applicable manual.
Tell me about Check Sheets
https://studist-biz-check.zendesk.com/hc/en-us/articles/60554185631129
Types of Check Files
Scheduled Check File
- Select this when inspection work occurs repeatedly on a fixed cycle according to a schedule.
- Supports Daily Verification and Monthly Verification workflows.
Daily Verification: Completed when one of the designated reviewers performs the verification. (Available for both Scheduled and On-demand Check Files)
Monthly Verification: Completed when all designated reviewers perform the verification. (Available for Scheduled Check Files only) - When the Status is changed to "Draft," any future work schedules that were set to occur after that point will be automatically cleared.
On-demand Check File
- Select this when inspection work is performed in response to events or tasks, such as per product, per lot, or per shipment.
- At least one piece of Identification Information that the worker enters at the Start 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 named individually per piece of equipment.
Check File Settings
Publishing a Check File
You can change the Release State according to the Usage status.
- Draft
When first created, a Check File is set to Draft.
It will not be displayed in the field worker app. - Publish
This is the state in which 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 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.
- By selecting "Revision history" from the menu on the list screen or elsewhere, you can view a list of past revision Comments and update timestamps.
- Revision history is a manually registered format in which users enter Comments when performing a "Publish" or "Revise" operation on a Check File.
- Revision history is not automatically generated or recorded when settings are updated while in Draft state or when saving as a Draft.
Identification Information
In an On-demand Check File, this is the information that workers enter to identify the work target when filling out a Work Record.
- The input format for Identification Information is specified as "Text," "Numeric," or "Date."
- When a worker enters Identification Information, a QR code can be issued to recall pre-configured Identification Information.
Issue QR codes for operator 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 sheets
- To publish, at least one Check Sheet must be added.
- Once a Check File has been published, its type (Scheduled / On-demand) cannot be changed.
How to Use
Check File settings (Admin)
https://teachme.jp/8/f/check_manual/sf/399989
Recording work (Worker)
https://teachme.jp/8/f/check_manual/sf/399999