Features: Checklists and Task Manager

13 articles in this collection
Written by Chris Tanner, Clare Llywelyn, and Vicki Jones

Checklists

What are inspection checklists?

Written by Clare Llywelyn
Updated over a week ago

A list of all standard checklists available in Papertrail

Inspect your equipment according to manufacturer guidelines

Written by Vicki Jones
Updated this week

Can I add a custom checklist to my account?

Written by Clare Llywelyn
Updated over a week ago

How to assign a checklist to a record

Written by Clare Llywelyn
Updated over a week ago

How to inspect a record using a checklist

Written by Chris Tanner
Updated over a week ago

How to inspect a record using a checklist in the mobile app

Written by Chris Tanner
Updated over a week ago

Task Manager

What is Task Manager?

Use tasks to evidence corrective and preventative actions

Written by Clare Llywelyn
Updated over a week ago

How to create a task

Written by Clare Llywelyn
Updated over a week ago

How to create a task in the mobile app

Written by Clare Llywelyn
Updated over a week ago

How to manage, update and close a task

Written by Chris Tanner
Updated over a week ago

How do I know which tasks I am responsible for?

Written by Chris Tanner
Updated over a week ago

How to filter and sort the Task Manager view

Written by Chris Tanner
Updated over a week ago

iAuditor integration

Papertrail and iAuditor integration

Audits and records in one location

Written by Clare Llywelyn
Updated over a week ago