Working with Checklists in Next 

In Next, you have the opportunity to use checklists in both the Work Order and Variation Order modules. To simplify working with this and make it easier to add, for example, recurring checklists for tasks like inspections, you can create your own checklist templates in Next for different purposes. 

Requirements for Creating Checklist Templates 

The prerequisite for creating checklist templates is that you have the administrative right to manage the checklist register. 

1. Go to Administration in Next.
2. Go to the Groups/Rights tab.
3. Select the group that should be assigned the right to create and manage the checklist register.NOTE: This is only the right to administer the checklists; you do not need this right to fill out a checklist or to create a checklist in a work order or variation order. 
4. In the lower right section, you’ll find the Administrative Rights section. 
5. Tick the "Full Rights" box for the Checklist Register – see the image below.
   
   

Creating Checklist Templates 

Once the right to manage the checklist register is activated, you can now create checklists. You do this by: 

1. Go to Administration in Next. 
2. Click on the Communication tab. 
3. Click on Checklists. 
4. Here, you can create and manage checklists. 
   
   

In the window, there are two sections – Checklists and Items. Under Checklists, you create the header for the checklist, which will then contain items. Specify a number, Description, Checklist Template (a form of sorting for the checklist, e.g., type of checklist – see the example in the image where “Protection Inspection” is a form of grouping for the different checklists). You can also deactivate/activate checklists and select whether the checklist should automatically be included in reports, e.g., a daily report. 

Once the checklist header is created, you can then add the items that the list should contain. You can also see an example of this in the image. Enter a number, description, and notes, which are various fields you can use to clarify what the list contains and what needs to be done, along with relevant information/instructions. 

When you’re finished, click Save. The checklist is now ready to be used in work orders, variation order, or in the Daily Log 2.0. 

Adding a Checklist to a Work Order, Variation order, or Daily Log 

To use a checklist and report against it, you need to add it to a work order, variation order, or daily log: 
To add a checklist to a work order or variation order: 

1. Go to the desired tab. 
2. Click on the sub-tab Checklists.
3. Choose Create from Template. A list of your created checklists from the checklist register will appear – these are available to all users who have access to work orders/ variation order in the Next client. Here you can select multiple checklists at once, if desired! 
   
   
4. Click Copy. 
5. Your checklist is now created and can be filled out by users in the Next client as well as on mobile. 
   

Reporting Back on a Checklist 

Checklist reporting can be done via the mobile app or the client. 

Reporting Back on a Checklist in Next Project (Client) 

1. Open the project containing the work order/ variation order you want to report back on. 
2. Go to the work order/ variation order that contains the checklist. 
3. Enter the report in the Feedback field
4. Check the boxes for the rows that have been completed in the checklist. You can add information and, for example, documents/images on each line by clicking the edit pencil on the selected checklist item. A great benefit is the ability to attach documents and images to each checklist item, which makes it possible to send information to workers, such as drawings, documentation, data sheets, etc. 
   
   

Reporting Back on a Checklist on Mobile 

In the current version (2024), you can report back on a checklist at the work order level and at the Daily Log level (Daily Log 2.0) – follow the steps below: 

1. In Next Mobile, go to the Work Order option – if you have a work order assigned, it will appear in the list of your work orders. Otherwise, click on Search and find the work order, then open it. 
2. Once the work order is open, scroll down to the end of the page, where you’ll find a section for Checklists. Here, you can fill out the items you need to report back on. Note that you cannot add images to this checklist, but you can comment on and check off the items. 
   
   
   

Reporting a Checklist in the New Mobile (BETA) 

In the new version of the Next mobile app, you can also report checklists for variation order, as well as for work orders and Daily Log 2.0. 

To access the checklist in the new mobile version, click on the AO/ variation order option in the main menu. Here, you can see your assigned orders or freely search for a work order or variation order. 

Once you’ve found the ÄTA or work order, click on it to open it, and the entered checklists will be presented in their own section. Click on the checklist to be filled in and report on the items – you can add images and documents. 

Reporting a Checklist in Daily Log 2.0 

In the updated version of the daily log in Next, Daily Log 2.0, checklist reporting is also available via mobile. This requires that your company uses the new daily log feature in Next. 

1. In Next Mobile, click on Daily Log 2.0. 
2. Create a new daily log entry or open an existing one. 
   
   
   
   
3. When the daily log entry opens, you will find the option for the checklist in the menu bar. See the image. 
   
4. Click on Checklist. 
5. Here, you can either fill out an already created checklist or create your own directly via mobile, which is perfect if you’re in the field and need to do a self-inspection that you start yourself. 
   
   
6. If the checklist is already created, click on the checklist to be filled out, and then fill in information, take pictures, etc. When you’re done, click Save. See the images. 
   
   When all the items in a checklist are filled in, the checklist itself will be marked with a check, indicating that it’s complete. See the image.