Real-Time Analytical Dashboard

Monitor checklist compliance instantly with a stunning, interactive OWL dashboard. Keep track of active groups, total expected checklists, and pending submissions for today. View beautiful 7-day trend charts, distribution graphs, and a quick-action list of recent submissions. Filter all data instantly by selecting specific Checklist Groups.

• Interactive KPI Cards: View Active Groups, Total Employees, Submissions, and Pending Checklists. Click any card to drill down into specific records.
• Smart Group Filtering: Filter the entire dashboard instantly by selecting a specific Checklist Group. Your selection is remembered securely in your session.
• 7-Day Trend Chart: Visualize your organization's daily submission compliance over the last 7 days through an interactive Bar Chart.
• Group Distribution Chart: Analyze how checklist submissions are distributed across different groups using a Doughnut Chart.
• Live Progress Bars: Track the daily completion percentage (Submitted vs Pending) for each individual group in real-time.
• Recent Submissions: Instantly see who submitted their checklists recently, with exact localized timestamps and a quick "View" action button.

Step 1: Create Checklist Groups

Go to Daily Checklist → Configuration → Checklist Groups. Create a new group, assign employees, and configure questions.

Step 2: Configure Questions & Employees

Add employees in the Employees tab. Define questions in the Questions tab with drag-and-drop ordering. Choose from 9 answer types and mark questions as Required or optional.

Step 3: 9 Supported Answer Types

Yes/No (Toggle), Single Line Text, Multi-Line Text, Integer, Decimal Number, Date, Date & Time, Multiple Choice (Dropdown), and Rating (1-5 Stars).

Step 4: Employee Fills Daily Checklist

Employee clicks Daily Checklist → My Checklist. A Kanban-style wizard opens with all questions. Fill answers and click Submit. Once submitted, it cannot be edited.

Step 5: Checkout Blocked Until Checklist Submitted

If employee tries to check out without filling the checklist, the system shows a warning popup blocking the checkout. Works for both backend and kiosk mode.

Step 6: Automated Daily Reminders

A scheduled cron job sends daily reminders via Email and Odoo Inbox notification. Each reminder contains a secure token-based link to fill the checklist.

Step 7: View All Responses

Managers can view all submitted responses from Reports → Responses. Filter by Employee, Group, Date, and Status.

Step 8: Generate Compliance Reports

Go to Reports → Generate Report. Select date range, group, and employees. Generate detailed reports in Excel (XLSX) or PDF format.

Step 9: Access Rights & Security

Go to Settings → Users & Companies → Users → Select User. Under the Daily Checklist section, assign one of the following roles:

• Checklist User: Can fill own checklists, view own responses only, and access the "My Checklist" menu.

• Checklist Manager: Can manage groups, configure questions, view all employee responses, and generate compliance reports.

• Checklist Admin: Full access including cron job settings, system configuration, and all manager privileges.