Tasks such as Audits/Inspections that require the completion of at least one Checklist are created as Schedules. Once the Checklists associated with these Schedules are submitted, they are stored in the Completed Checklists grid.

There are three types of Checklist Templates (General, Compliance Audit, and EMS) that create three types of Checklists (Simple, Compliance Audit, and EMS Audit). All three templates provide a comment field for each question, but they differ in the structure of the question and the types of answers.

• The General Template contains a simple text field for your question and a section header (you can divide questions into different sections within a checklist). Possible answers for each question are “Yes,” “No,” and “N/A.” General Templates create Simple Checklists.
• The Compliance Audit Template is perhaps the most complex and was designed to accept imports from Listbuilder (Team Guide). Section headers, Item ID, Citation Code, Reference Details, and the text of the question are all fields used in the checklist. The Item ID appears to the left of each question on the checklist form, and the available answers are “Compliant,” “Noncompliant,” and “N/A.” Compliance Audit Templates create Compliance Audit Checklists.
• The EMS Template is similar to the General Template except for the addition of an Item ID (typically the ISO 14001 element number) and the “Conform,” “Nonconform,” and “N/A” answers. EMS Templates create EMS Audit Checklists.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Print icon:

The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.

Query Completed Checklists Grid Form

Description

The Query Completed Checklists Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, date(s) of interest, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.

Definitions

1. Organization: This field filters for the name of the Organization where the Checklist Template information was originally inputted into EMSWeb.
2. Template: This field filters for the name of the Checklist Template.
3. Media: This field filters for Media associated with the Checklist Template.
4. EMS Object: This field filters for the EMS Object - the EMS data related to the checklist, if applicable.
5. Completed___to___: This field filters for the date that the Checklist was completed.
6. Auditor/Inspector: This field filters for the name of the Lead Auditor/Inspector.
7. Comments: This field filters for the number of comments made on the Completed Checklist.