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Complete a check

Start a checklist, audit or SOP assigned to you, answer the questions, add photos and submit it.

Written by Angad Singh

Start a checklist, audit or SOP assigned to you, answer the questions, add photos where asked, and submit it.

Who this is for: Operators and team members. Team leaders complete checks the same way.

Before you start:

  • You are signed in on the web, a phone or a shared tablet.

  • The check has been scheduled for you. See Find what is assigned to me.

  • If a question asks for a photo, have the camera ready. In the mobile app you can take the photo directly.

Time: 5 minutes, depending on the length of the check

Steps

  1. From Home, open Daily Standard Work. The Overview page opens.

  2. In the top menu bar, click My Activities.

  3. Directly below, choose In Progress, Upcoming or Overdue to find the check.

    My Activities with the In Progress, Upcoming and Overdue tabs
  4. In the Action column, click Start for the check you want to begin. The template opens.

  5. Answer each question. Attach photos where required. Some questions may ask for a photo or a comment, especially if you answer "No" or "False".

  6. Click Submit.

Important: The download icon is not Submit.

Note: You do not need to enter your name or the date. LeanSuite records them automatically.

What you should see: The check moves to the Submitted tab (or the Submitted column on the Kanban Board), where you can open it as a report.

The Daily Standard Work Kanban Board with its status columns

Other ways to start a check

  • From the Kanban Board: in the Daily Standard Work menu, click Kanban Board. Find the check in the Overdue, In Progress or Upcoming column and start it from its card.

  • A form you fill in whenever something happens, for example a downtime log: in the Daily Standard Work menu click My Templates, find the template and click Start.

  • From your Home screen, the Calendar or the mobile app: open the item and tap Start.

If you spot a problem while completing a check, you can raise an Issue, a Project or an Idea directly from the Submit Template page.

If it does not work

Problem

Likely cause

Fix

The Start button spins and nothing opens

Old app version

Update the app, then sign out and back in. If it still does not open, try the same item in a web browser and report it to [email protected].

You cannot find the check

It is under a different tab, or it is assigned to your role or asset

Check Upcoming and Overdue. A role assignment is marked complete for everyone once one member completes it.

Submit does nothing

A required question or photo is missing

Go back through the pages and answer every required question.

The page does not display correctly

A display problem

Refresh the page.

Related

  • Find what is assigned to me

  • Raise an issue

  • Getting started as an operator

  • View submitted Daily Standard Work reports (open the article)

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