Find blocked and overdue checklists

Use Checklist Reports to see which work orders and assets are held up by a checklist, which checklists are overdue or failed, and what is assigned to you.

In the sidebar, open Operations, then Checklists. The page address is /checklists/reports.

Before you start

Your admin has to give your role the checklists permission, and checklist reporting has to be turned on for the organization. Without it the page says checklist reporting is not enabled.

Steps

1. Under Reporting scope, narrow the report with Owner (accounts, work orders, tasks, assets and more), Template, Status, Branch, Assignee, Customer ID, Due after and Due before.
2. Tick Include completed and approved checklists to see finished checklists too. Until you do, the report covers open checklists only.
3. Read the counters: Open, Blocked, Overdue, Failed, Blocking Items, Blocked Owners, My Items, and, when checklist reporting is turned on for those record types, Blocked Work Orders and Blocked Assets.
4. Press a section button (Blocking items, Owners, Work orders, Assets, Templates, Overdue, Failed or My items) to jump to that table.
5. In a table, press the owner's name to open the work order, asset or other record and finish the checklist there.
6. Press Refresh list to reload the numbers, or Reset to clear every filter. Templates opens the checklist templates in settings.

What you see

• Blocking Items: failed or blocked checklist items that stop a record from completing, with Item, Checklist, Owner, Due and Evidence (the number of files attached). An item marked Blocking holds the record until it passes.
• Owners Blocked, Work Orders Blocked and Assets Blocked: records held by a checklist gate, with their failed items, overdue count, next due date and progress.
• Template Performance: total, completed, completion rate and average time for each template.
• Overdue Checklists and Failed Checklists: active checklists past their due date, and checklists with failed items.
• My Assigned Checklist Items: open items assigned to you.

Each active filter shows as a chip above the counters; press a chip to remove that filter, or press Clear filters.

If something looks different

• A table says nothing matches the current filters: widen the scope or press Reset.
• Blocked Work Orders or Blocked Assets is missing: checklist reporting is not turned on for work orders or assets in your organization, so those tables are hidden.
• The header shows a generated time: that is when the numbers were last calculated. Press Refresh list for fresh ones.