AL: How To Add or Edit Checklists

The Hook 

Use this workflow to create and manage department checklists from within Alice. Checklists are configured as a Data Type within Service Options.

 

Before you begin...

• Requires Hotel Admin User Type access.

• Checklists are created within Service Options. First, select a Facility, then scroll down to the Services section to access them.

 

The Steps

Adding a Checklist Service Option

 

1. Select the Service to highlight, then select Add Service Option.                                                                                              

   2. Enter a name in the Service Option field (e.g., “Checklist” or a specific section name).
    
   3. Select Checklist in the Data Type field.
    
   4. Select Enable Check All Button to give staff the ability to mark items in bulk, or Enable Weight for Items to provide a score for formal Housekeeping Inspection checklists.
   5. Click Add Item to begin adding checklist items.
   6. Enter the main action or step in the Item Name field and provide an optional Item Description.
   7. Repeat steps 5 and 6 as necessary to build out the checklist.
   8. Click Create.

 

To create multiple sections within a checklist, create a separate Service Option per section. 
The screenshot below shows how a checklist can be configured with multiple sections in ALICE Admin and how this checklist will appear on ALICE Desktop (web) and ALICE Staff App (mobile).

---

Editing a Checklist

1. Select the Checklist Service Option to open the edit window.
2. Edit the content of the Service Option fields as needed.
3. To reorder the list of items, click and hold the arrow icons to drag and drop the items into the desired order.
4. Select Update to save.

 

Changes to checklists are not applied retroactively.

To apply checklist changes to existing tickets, the tickets must be deleted and recreated.

To apply checklist changes to tickets on a repeating cadence the repetition must be deleted via the Repeating Tickets Manager, then the repetition can be recreated.

The Result Success: The checklist is created or updated and will appear configured in Alice Admin, Alice Desktop (web), and the Alice Staff App (mobile).

Troubleshooting

• Note: To create multiple sections within a checklist, create a separate Service Option per section.

• Note: Changes to checklists are not applied retroactively. To apply checklist changes to existing tickets, the tickets must be deleted and recreated.

• Note: To apply checklist changes to tickets on a repeating cadence, the repetition must be deleted via the Repeating Tickets Manager, then the repetition can be recreated.

• Note: Checklist fields have a maximum character limit of 255 characters.

• Note: Checklists can be added to your account in bulk during the account launch by submitting Checklist information to your Customer Success Specialist.