Checklists 2.0: sections, scoring, and asset references

Every checklist in fam. now runs on a new engine. Sections replace the flat list, questions branch on earlier answers, scores add up to a verdict, and a step can point at the exact asset it describes. It's rolling out to every workspace this week, and your existing checklists carry over automatically.

This is the kind of paperwork it replaces:

Sections that branch

A checklist is now a set of sections, and a section can wait its turn: it appears only when earlier answers say it should. Mark a measurement out of its acceptable range and the corrective section unfolds. Answer "not in use" and three sections you didn't need never load. Sections can also repeat per unit, so one template covers a corridor of identical rooms without copy-paste.

Under the hood are twenty-one answer types: yes/no and pass/flag/fail, measurements with units and acceptable ranges, ratings, scales, Likert rows, currency, dates and times, photos, file attachments, and a signature, which now works as a normal step you can place anywhere in the flow.

Scores that reach a verdict

Turn on scoring and every question carries a weight, every option a score, and the checklist a pass threshold. A completed checklist comes back as points earned against points possible, passed or failed, with a gauge on top and every flagged or failed step one filter away.

A completed checklist also stays pinned to the version of the template it was filled against. Edit the template all you like; the score you audit in December is the score that was true in July.

Steps that know their asset

An Asset step lets whoever is filling the checklist pick the exact unit from your register, filtered to the right category if you want. The link stays live in the answers: tap "fridge 2" later and its full card opens, current location and all.

The Friday check, rebuilt

Here is the note from the top of this post rebuilt on the new engine, as a worked example. The warm fridge is a reading with an acceptable range, the corrective section under it appears because that reading is high, "fridge 2" links to the unit's card, and the signature has a name. The score lands under the pass mark, so this check fails.

Rolling out now

Checklists 2.0 reaches every workspace this week. Existing checklists migrate automatically, attach to tickets exactly as before, and completed ones keep rendering exactly as they were filled. Build one, hang it on a recurring ticket, and let Friday check itself.