The problem and the solution
Capturing accurate information related to all aspects of your work is indispensable. When detailed and actionable data is not captured your organization can slow to a crawl and important project requirements can be missed.
How it works
Rakens checklists and observations tools allow you and your team to capture data in custom ways (checklists) and in actionable ways (observations).
Building custom checklists
Log in to the Raken web app and click on the Company tab at the top of the screen.
Click on the Checklists tab. Right away you'll see the page where you can start building and customizing your company checklist templates.
Click the Types tab.
Click on the green + New Type button in the top right corner of the screen.
When creating a new type, first define the class of checklist. Checklists can be classified as Commissioning, Environmental, Equipment, General, Quality, or Safety.
Then define the checklist type.
After you have defined a class or classes for your checklist you can create a checklist template.
Click on the Templates tab.
Click on the green + New template button in the top right corner of the screen.
In the window that appears, define the class and name of your new template. Give your template an identifiable name and then choose whether to start from scratch or use one of the Raken pre-built templates as your starting point.
Next, click on the orange Create Template button in the bottom right to launch the Template Builder window.
Edit your Checklist Template and either publish or save it as a draft using the action below.
From the Templates tab of the Checklists section, you will see all your drafts and published templates. You can resume editing or delete templates from your company by clicking on the three dots to the right of the template name.
You can add as many templates as you like. Only those marked as Published will be visible to your team to complete in the field.
Creating Observations
Log into the Raken web app.
Click the Project button at the top of the page.
Select the project from the list for which you would like to log an observation.
Click the option for Safety and QC on the left side of the page.
Click the option for Observations that appears.
Click the orange button labeled + Observation to create a new observation.
On the page that appears you can create your observation.
Add a photo or file to provide context for your observation.
Specify if the observation is Positive or Negative.
Specify the observation Type.
You will then specify a Sub Type depending on the selection made in the Type field.
Specify the Status of the observation.
By default, the status will be marked as Open.
Specify the observation Priority.
Specify the Location of the observation.
Type out a Description for the observation.
Specify an Assignee for the observation resolution.
Specify a Due Date.
You can optionally add additional Assignees.
You can also specify who should receive observation-specific notifications.
Once completed you can Save as Draft or Save.