Checklists is one of many ways in which you can secure the optimization of you procedures in order to enforce best practice methods. Try to create checklists that are as general as possible.

Checklists are created on company level by the QA responsible in the company. It is always recommended to periodically update your checklists. Checklists that are created at company level can be used in different parts of Moment. A good way of using checklists is to include them in your tasks. In this way the checklists you create can be systematically used to ensure a high quality to either specific or recurring tasks.

Creating a new checklist

To create a new checklist, go to Quality > Checklists

A new modal will appear. In here you will be able to add a name, description and a control person. You can read more about the control column here. This will allow an extra person that can control a specific point in the checklist. This last point is not required for checklists to be used effectively and you can proceed without one.

After you create the checklist, the name can be changed. You can also add tags and change the status for your checklist.

Creating checkpoints is also very simple:

Clicking on "new checkpoint" will create a new point on thew list. While clicking on "add separator" will give you a new segment on the checklist. As you can see in the video above. The field "reference" can be used to refer to an external manual or any other common industry-specific requirements that can be relevant in the specific checkpoint.

The field "description" should give a general description of the specific checkpoint, allowing for flexibility to the task owner to decide whether the point is relevant or not.

Applying checklists to tasks and projects

A good way of starting to implement your checklists, is to include them in your tasks.

If you have both tasks and our quality module enabled, you will see a tab that allows you to attach a checklist to your tasks:

This will make it so whenever the assignees enter their task, they will have the checklist easily available.

This process is also available whenever you have recurring tasks. When creating a new set of recurring tasks. Any checklist that is created from the template task, will also be inherited by any other following tasks.

If you do not use tasks, you can also add a checklist by simply going to the tab "quality" in your project and adding an existing checklist.

It is important to note that if you are working from a task, you can also manage the checklist on a project level by clicking on "manage checklists". This has three implications:

  1. This allows you to work on the checklist for specific projects in a full screen mode

  2. This also allows you to manage checkpoints and set them as not relevant

  3. This allow you to write a comment on the task-specific checklist. The comment, unlike the description, is an observation by the user on the specific task regarding the checkpoint.

Checklists also contain a changelog:

Adding non conformities from a checklist

Non-conformities can quickly be added from a checklist. To do this scroll down on a checklist until you find the following option. Click on "new non-conformity" and a new modal will appear:

Updating checklists

Sometimes, checklists need to be updated. Usually the most logical place to do this would be the "main checklist" under Quality > Checklist templates. It is important to remember that a change made on a checklist template will give you an option to update the specific checkpoint to the existing checklists:

Marking as non relevant, will leave the options "greyed out" in existing checklists. Future copies of this checklist either on tasks or projects, will include the "amended" normal version of the checklist.

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