Checklists & Compliance
Operandio-style digital checklists that transform paper processes into accountable, auditable workflows. Standardize procedures across all locations with real-time completion tracking.
Key Features
Template Builder
Create reusable checklist templates with multiple item types and conditional logic.
Recurring Schedules
Daily, weekly, monthly, or custom recurrence patterns with flexible timing.
Evidence Capture
Require photo evidence, signatures, or notes for compliance documentation.
Corrective Actions
Auto-create follow-up tasks from failed checklist items.
Assignment & Approval
Assign by role, department, or individual with manager approval workflows.
Notifications & Escalation
Reminders, overdue alerts, and automatic escalation to supervisors.
Checklist Templates
Templates define reusable checklist structures that can be scheduled and assigned. Create templates at the organization level and deploy them to specific locations or across all venues.
Template Categories
Smart Item Types
Each checklist item can be one of 10 different types, each with specific validation rules and behaviors.
checkboxSimple completion confirmationyesNoBinary choice with optional corrective action triggertextFree-form text entry with validationnumericNumber entry with min/max range validationtemperatureTemperature readings with out-of-range alertsoptionsSingle or multi-select from predefined choicesphotoRequire photographic evidencesignatureDigital signature capturedateDate selection with expiration warningstimeTime entry for logging{
"type": "temperature",
"title": "Walk-in Cooler Temperature",
"required": true,
"config": {
"minValue": 34,
"maxValue": 40,
"unit": "°F",
"outOfRangeAction": "correctiveAction"
}
}Scheduling & Recurrence
Schedules define when checklists are generated and assigned. BeTS supports multiple recurrence patterns with timezone-aware scheduling.
Daily
Every day at 6:00 AM
Weekly
Mon, Wed, Fri at 9:00 AM
Monthly
1st of each month
Yearly
Annual safety audit
Start & Due Times
Each schedule has a start time (when the checklist becomes available) and due time (deadline). Checklists not completed by the due time are marked overdue.
Completion Workflow
Start Checklist
User opens assigned checklist. Status changes to 'In Progress'.
Complete Items
Complete each item in sequence or any order. Validation runs immediately.
Add Evidence
Attach required photos, notes, or signatures for compliance.
Submit
All required items must be completed. Triggers corrective actions if needed.
Manager Approval
Optional approval step for critical checklists.
Corrective Actions
When checklist items fail validation or are configured to trigger follow-ups, BeTS automatically creates corrective actions—tasks that must be resolved and can be escalated to work orders if needed.
Auto-Created When:
- • Temperature out of range
- • "No" answer on critical yes/no items
- • Option selected that triggers action
- • Item manually flagged
Resolution Options:
- • Resolve with notes & photos
- • Escalate to work order
- • Assign to different user
- • Set priority and due date
Roles & Permissions
| Action | Admin | Manager | Supervisor | Staff |
|---|---|---|---|---|
| Create templates | — | — | — | |
| Create schedules | — | — | ||
| Create ad-hoc checklists | — | |||
| Complete checklists | ||||
| Skip items | — | |||
| Approve checklists | — | — | ||
| View reports | — | — |