Checks

Checks put your opening, during shift and closing routines on the desk tablet. Staff tick each item off the way they check customers in, and Session keeps a dated record of who did what and when, which you can show an insurer, licensing officer or environmental health.

Admins set up the lists first: see Build check lists.

Tick checks on the tablet

Staff open Checks from the menu. Admins find it under Operations, and switch between Today, History and Lists at the top of the page. Today's lists show as tabs with a count of what's done. Session opens the list that fits the time of day: opening before your first session, closing after your last.

The first time someone ticks an item on a device, Session asks Who's checking? Pick your name, or type it if you don't have a Session login. Every tick on that device is then stamped with that name and the time, until someone changes it from the button at the top.

Tap an item to tick it. Tap it again to untick it. Note items, like a handover note, and readings save when you tap away or press Enter. To correct a reading, type the new number: the history keeps the latest one. Clear the box to remove it.

Check the history

Admins can select History at the top of the Checks page to see any day: each item with who ticked it and when, every reading with its value, and anything missed. Readings outside their range are shown in amber, and an amber dot marks those days in the strip along the top, which shows the last two weeks at a glance. Turn on Missed or flagged only to see just the gaps and the out-of-range readings.

Select Export CSV for a spreadsheet of every check at a location over a date range, up to a year at a time, with each reading, its unit and range, and whether it was out of range.

Part of Operations

Checks are part of Operations and open to a few venues for now. Staff don't see Checks until your venue has it.

If you stop Operations, ticking stops but your records don't go anywhere: History and Export CSV stay open to admins for good, so you can always show an officer or insurer last year's log.

Common questions

1. Can staff edit the lists? No. Staff can tick checks and write notes. Building lists, the history and the export are for admins.

2. Someone ticked an item by mistake. Tap it again to untick it. The history shows the item as not done.

3. Can we tick yesterday's checks today? No. Checks are always recorded for today, in your venue's time zone, so the record shows when the work was really done.

4. We have two locations. Each list belongs to one location or to every location. On the Checks page, pick the location at the top; staff who only work at one location only see theirs.

5. Why does an old day show an item as missed that we didn't have then? The history compares each day against your lists as they are now, so an item's season, days or location are read from its current settings. Items you added later aren't counted for days before they existed.

6. Does Session tell us when a reading is out of range? It shows in amber on the tablet straight away and in the history. There's no email or alert yet.

7. Does anything show on my booking page? No. Checks are only visible to your team.