Roster Checklists can be customized and sent to drivers to ensure they complete certain tasks during their workday. They can also be sent to Hera Users to ensure they complete their daily tasks.
Creating Roster Checklists
Create Roster Checklist Templates from the Company Settings. There's a new option at the bottom named Roster Checklist.
Use the action menu on the header row to create a new Roster Checklist.
These fields determine the requirements for assigning the checklists. Once you have completed this part, you can add checklist items. They can be edited later if needed.
Completion Frequency: This determines how often this checklist needs to be completed. Your choice here will affect your options for the next field.
Assigned To: This determines the group of Associates who will be assigned the checklist.
Vehicle Types and Hera Users:
Vehicle Types: This field will only appear when Completion Frequency is Once per Rostered Vehicle per Day. This determines the Vehicle Types Rostered Associates must be assigned to receive this checklist.
Hera Users: This field only appears when Completion Frequency is Once Per Day. This determines the specific Hera User(s) who will be assigned this checklist.
The last option changes based on whether the checklist is meant for Hera Users or Associates.
For Users:
Automatically create a task for the selected User(s) if the Roster Checklist is not yet completed...
15 minutes before the earliest wave time
At the earliest wave time
At a specific time of day
For Associates:
Automatically send a link for the selected Associate(s) if the Roster Checklist is not yet completed...
When the assigned Associate is sent their Roster Assignment from the Daily Roster
15 minutes before the assigned Associate's wave time begins
When the assigned Associate's wave time begins
When the assigned Associate's Roster Status is set to "On Time"
At a specific time of day
Adding Roster Checklist Items
After setting the Roster Checklist conditions, you can add the Checklist Items. Use the action menu (...) to add Checklist items.
A drawer will appear on the right side to add your item.
Choose the item type from the list and fill out the remaining fields as needed.
Your checklist items will be listed at the bottom of the page.
The list can be rearranged from this view by clicking and holding an item and dragging it to your desired position. The action menu also allows the item to be moved up or down one row at a time.
Managing Roster Checklist Templates
Once you've created some Roster Checklist templates, they'll be listed on the Roster Checklist page.
The row height can be expanded from the action menu.
This will display more information about your checklists without opening them.
Edit, delete, duplicate, and enable or disable your checklists from the action menus on the right.