Checklist audits

Checklist audits give you an overview of all the checklists attached to your teams' shifts. Where a checklist guides the employee on the ground (opening the shop, checking the kitchen, closing the till), the audit lets you, on the management side, check that these controls were actually carried out and review every answer given.

It is the tool that closes the loop: you create checklist templates in the settings, you attach them to shifts, your employees fill them in while clocked in, and you review the results here.

Checklists are available with the Checklists module. If the menu does not appear in your reports, the module is not enabled on your account.

How a checklist ends up in the audit

1. You create a template in Settings → Schedules → Checklists: its name, its description and its tasks (checkbox, Yes / No, number, text or photo), each required or not.
2. You attach it to a shift in the schedule, from the shift creation or edit panel.
3. The employee fills it in while clocked in, in the Shyfter Staff app or on the Shyfter POS tablet. A checklist cannot be completed as long as its required tasks are not filled in.
4. You follow the result in the audit, in real time.

Accessing checklist audits

Go to Reports → Checklists. The Checklist Audits page shows a table of all the checklists attached to the shifts of the selected period, 25 per page.

Filtering audits

Three filters are at the top of the page:

• Period: the start and end date. By default, the page shows the last seven days, including today.
• Status: Completed for fully filled-in checklists, In progress for those started but not finished, Pending for those not started yet. Clear the field to show everything.
• User: a drop-down list, with search, to show only one employee's checklists.

Reading the table

Each row is a checklist attached to a shift:

• User: the employee's photo and name.
• Shift: the date and hours of the shift (for example 01/07/2026 09:00 - 17:00).
• Section: the shift's section, as a coloured label. This column only appears if at least one checklist shown is attached to a section.
• Template: the name of the checklist template used (for example "Restaurant opening").
• Status: a green label for Completed, blue for In progress, grey for Pending.
• Progress: a bar that fills up as the checklist progresses, with the number of tasks filled in out of the total (for example 7/10).

Viewing a checklist in detail

Click a row to open the checklist details. At the top, you find the employee, the template, the number of tasks filled in out of the total and the status.

Below, each task of the checklist is listed with:

• a coloured dot: green if the task has an answer, grey otherwise;
• its label;
• its answer type and whether it is required or optional;
• the employee's answer, on the right.

The answer is shown according to the task type:

• Checkbox and Yes / No: a green tick or a red cross.
• Number: the value entered.
• Text: the free text.
• Photo: a thumbnail, which you can enlarge with a click.

A legend at the bottom of the window explains the dots (completed or not). The checklist shown matches the template as it was when it was attached to the shift: if you change the template afterwards, checklists already attached do not change.

Telling checklists, audits and tasks apart

• A checklist is the list of checks to fill in during a shift, created in Settings → Schedules → Checklists and then attached to a shift.
• The audit is the management-side review of completed checklists: this page.
• Shift tasks are time blocks planned within a shift (for example a 30-minute preparation). They have nothing to do with checklists.