EcofyxOperational area
Quick templates
Quick template
Shift-start checklist
Confirm the team, conditions and pending issues before the shift starts.
What this template is designed to organize
Confirm the team, conditions and pending issues before the shift starts.
Connected structure
1 form connected to the same Ecofyx operation and record history.
Template profile
Quick template
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Shift-start checklist
Key fields:
- Schedule code
- Unit, area or workstation
- Shift
- Person responsible for shift start
- Pending items from the previous shift
- Items checked before starting
- Condition to start the shift
How this template organizes the routine
Confirm the team, conditions and pending issues before the shift starts. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
View records in a table on desktop and in equivalent cards on mobile.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Shift-start checklist
View records in a table on desktop and in equivalent cards on mobile.
Available filters
Person responsibleLocationType
Visible dashboard columns
- Person responsible
- Reference
- Location
- Type
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Records this month
Today's records
Records this year
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Complete shift-start checklist
- Start new checklist
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Shift-start checklist template for?
Confirm the team, conditions and pending issues before the shift starts.
Which forms are included in this template?
Shift-start checklist.
How are records organized in Ecofyx?
Data is organized in the Shift-start checklist dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A simple internal workflow.
Can I customize this template for my organization?
Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.
Start with Shift-start checklist
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.