Knowledge base

About the Checklist Fácil (1)

Frequently Asked Questions (5)

• Why is the app's partial grade different from the web?
• My Completed Checklist Doesn't Appear: Possible Solutions
• How to share the result of the checklist via email?

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Mobile Applications (1)

Mobile Applications (9)

• Applying a checklist in the app
• Biometrics authentication
• How do I synchronize completed checklists?

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Checklists (3)

Application of Checklists on the Web (1)

• Learn how to apply a checklist on the web

Configure Checklists (27)

• Checklists links
• Checklists: How to create, structure, edit and delete them
• Complete Guide: Mastering Registration General Data in Checklist Editing

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Applied Checklists (7)

• How do I reopen an applied checklist?
• How to change the Unit of an Applied Checklist?
• How to export checklist results to a PDF

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Regions/Groups, Units, Unit Types and Departments (4)

Units (2)

• How to edit, delete or deactivate a Unit?
• What is a Unit and how to create one?

Regions/Groups (1)

• What are Regions/Groups and how to create one?

Unit Types (1)

• What is a Unit Type and how do I create one?

Departments (1)

• Departments: What they are and how to create a new one.

Users and User Types (2)

Users (3)

• Bulk actions and User editing
• User: how to register, edit and link
• User: how to register, edit and link

User Types (3)

• How do I change the permissions for a User type?
• How to Import User Types?
• User Types: What are they and how to register them?

Schedules (1)

Configure Schedules (4)

• Scheduling configuration rules
• How to schedule a workflow?
• How to delete a Schedule?

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Reports (2)

Reports (8)

• Power BI: Standard Dashboard
• Recurrences - Advanced search
• Customize the Customer Satisfaction Survey report

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Dashboards (3)

• Viewing dashboards
• How to edit or delete a Dashboard
• Dashboards: see how easy it is to configure them

Workflows (2)

Apply and Consult Workflows (4)

• How to Start a Workflow through the App?
• How do I start applying Workflow on the web?
• Unique Workflow Identifier Filter for Action Plans

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Configure Workflows (7)

• How to duplicate a Workflow?
• What is the Workflow's unique identifier?
• Workflow additional settings

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Action plans (3)

Configure and Create Action Plans (2)

• Individual Action Plan: how to configure and use
• How to fill out a Plan of Action?

Consult and Manage Action Plans (14)

• Action plans: know everything about this solution
• Mass action plan completion
• How to change the Responsible Person of an Action Plan?

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Action Manager (2)

• Action Manager: enable and monitor actions
• Action Manager: how to create an action during the checklist application?

Integrations and API (3)

API (7)

• How to create an API key?
• How to authenticate on API?
• How to consume API integration data?

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SSO (1)

• What is SSO and how do I set it up in Checklist Fácil?

Zapier Integration (1)

• Integration with Zapier

Advanced Features (4)

QR Code Unit x Checklist (1)

• How do I create a QR code?

Record Catalogs (4)

• How do Catalogs work?
• How do I add records to the Catalogs?
• How do I import records?

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AI and Intelligent Response (5)

• AI Credits: Everything You Need to Know
• How to apply checklists using Smart Response?
• Smart Answer: how does it work?

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Item Contest (3)

• What is an item contestation?
• How to set up a contestation to an item?
• How do I contest an item on a checklist?

General Settings and Security (4)

Notifications (5)

• How do the email sending rules for notifications work?
• How to activate Action Plan and Scheduling alerts?
• Notifications: what they are and how to set them up

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Access Hours (2)

• How do I create a new Access Schedule group?
• How to edit, disable, or delete an Access Schedule group

General Settings (4)

• Costumize your reports
• How to costumize the logo and colors in the platform
• How to use the model checklist?

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Security (2)

• How to increase the security of users' login and session?
• How to set up two-factor authentication with facial recognition?

Good Practices (2)

System Good Practices (4)

• General Data Protection Law (LGPD)
• Attachments Guide: Sizes, Extensions, and Resolutions (Web and App)
• How to Perform Browser Data/Cache Clearing?

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Technical Support (4)

• Mobile Platform: Service Procedures
• Best practices guide for requesting technical support
• Best practices in service by Artificial Intelligence

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Marketplace (1)

Marketplace articles (4)

• How to consume data from the Integration API?
• IoT Sensors: understand everything about them
• Learn all about disputing items

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Knowledge path (1)

Knowledge path - Enterprise (1)

• Knowledge Trail - Enterprise: Learn all about the Easy Checklist system!