Please visit the Advanced Tools page in The Drop for pricing details, or talk to your CX Rep.
OnTrack is a location-based Checklist and Action item collaboration tool, enabling users to track, communicate, and collaborate in the successful fulfillment of compliance, safety, and quality control requirements.
OnTrack is a primarily location-based collaborative tool. Administrators create checklists and schedule required and non-required fulfillments at specific times and in specific locations. OnTrack users collaborate to fulfill checklists, as well as create and resolve Action items based on their shared locations.
Note: These are not Observation Checklists, which are an unrelated feature in the Wisetail LMS.
A checklist is a set questions meant to be answered by OnTrack users. Administrators provide the instruction, organization, and management of checklist questions. OnTrack users provide the organization and collaboration to answer the questions as scheduled.
Actions are free-form “to-dos” utilized by OnTrack users to track, communicate and collaborate in the resolution of issues. Action items may be related to, and contribute to the successful fulfillment of, a specific checklist, checklist question, or neither.
The Checklist tab of OnTrack is the interface by which users access, review, and fulfill checklists.
OnTrack now allows you to embed reference images from your Wisetail media library into your
When configuring your checklists in Admin > Checklists > My Checklists > New/Edit Checklists,
when you open the nav-menu next to any checklist question, you’ll now see the option to Attache
Media > Images > From Library.
This brings up the ‘Select Image from LMS Content Media’ modal window.
Once media has been selected, it’ll show just below the checklist question to which it was attached.
The Action tab in OnTrack is a location-based collaborative interface allowing end-users to to access, review, and fulfill action items, as well as create new ones for fulfillment.
Corrective Actions - During the process of checklist fulfillment, when a Yes/No or Pass/Fail question is answered in the negative, a Corrective Action may be created and will persist attached to the originating question, for the same checklist type and location, until resolved. Corrective actions may be accessed and resolved from the originating checklist type as well as from the Actions tab.
Checklist Actions - During the process of checklist fulfillment, a Checklist Action may be created and will persist attached to the originating checklist, for the same checklist type and location, until resolved. Checklist actions may be accessed and fulfilled from the originating checklist type as well as from the Actions tab.
This tab a history of actions within Checklists.
You can tag a user on a checklist item to help keep track of which people are are handling which tasks throughout the day. Only one user can be tagged on any given checklist.
End-users of OnTrack are only ever able to access checklists which they are permissioned to access This, for now, does not extend to Actions (only the checklist links), the admin tool, scheduling. If no rules are defined for a checklist all users may access the corresponding checklists, assuming they may also access the corresponding location.