Checklist audits

Checklist audits give you an overview of all the checklists completed by your teams during their shifts. Where a checklist guides the employee on the ground (store opening, kitchen inspection, register closing), the audit lets you, on the management side, verify that these checks were actually carried out, measure their completion rate and review each answer provided in detail, photos included.

It's the quality-tracking tool that closes the loop: you create the checklists in the settings, your employees fill them in on Shyfter Staff, and you review the results here.

Access checklist audits

Go to Reports → Checklist audits. The page displays a table of all the checklists instantiated over the selected period.

Filter the audits

Three filters are at the top of the page to refine the list:

• Period: a date selector (start date and end date). By default, the page shows the last seven days. Choose the range you're interested in to see only the checklists from that period.
• Status: filters by progress state, with three possible values. Completed for fully finished checklists, In progress for those started but not yet finalized, and Pending for those not yet opened. Leave the field empty to show everything.
• Employee: a search field that filters the checklists of a particular person. Type the name to find it quickly.

Read the table

Each row corresponds to a checklist associated with a shift. The columns are as follows:

• Employee: the photo and name of the person concerned by the checklist.
• Shift: the date and times of the shift the checklist is attached to (for example 07/01/2026 09:00 - 17:00).
• Section: the relevant section, shown as a colored label. This column appears only if at least one of the displayed checklists is attached to a section.
• Template: the name of the checklist template used (for example "Store opening" or "Kitchen inspection").
• Status: the progress state as a colored label, green for Completed, blue for In progress, gray for Pending.
• Progress: a progress bar showing the number of items completed out of the total (for example 7/10), with the corresponding percentage.

Review a checklist in detail

Click a row in the table to open the full detail of the checklist. A window opens and shows, at the top, the employee, the template used, the number of items completed out of the total and the status.

Below, each item of the checklist is listed with:

• a colored dot on the left, green if the item received an answer, gray if it was left unanswered;
• the label of the item (the question or the action requested);
• the expected answer type and whether it is mandatory or optional;
• the answer given by the employee, displayed on the right according to the type.

Depending on the item type configured in the template, the answer is displayed differently:

• True / False and Yes / No: a green check or a red cross.
• Number: the numerical value entered.
• Text: the free text entered.
• Photo: a thumbnail of the photo taken by the employee, which you can enlarge with a click.

A legend at the bottom of the window recalls the meaning of the dots: completed or not completed. You thus have a precise record of what was actually done during the shift.

Telling checklists, audits and tasks apart

A checklist is the list of actions to tick off, configured in Settings ⚙️ → Schedules → Checklists then associated with a shift. The audit is the management-side review of the checklists once they're filled in. Tasks, on the other hand, are time blocks planned within a shift and have nothing to do with checklists.