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Getting Started
Getting Started
  • Getting Started
  • Completing ASM and Front Desk Checklists
  • Completing Checklist Training Template
  • Dashboard Overview
  • Document Library
  • Locations
  • Onboarding Support Intro
  • Profile Settings and Logging Out
  • Reporting
  • Responding to Action Items
  • Settings -> Users
  • Settings -> Company
  • Settings -> Templates
  • Starting and Completing a Review
  • Training Overview
  • Objective: How to create and maintain a company structure in Action Card

Completing ASM and Front Desk Checklists

Checklists will now be scheduled automatically via Action Card under the "Checklists" heading on your dashboard. Each weekday, the system will activate the inspection at 9:00 AM, and it must be completed by 6:00 PM or 7:00 PM, depending upon the checklist. If not completed, the system will deactivate the checklist for the day and it will be marked incomplete.

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Click on the activated checklist link from the dashboard during the scheduled time frame to complete your checklist. All questions will now be displayed in a simpler one-page layout.

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The + button allows for notes and files or photos to be added.
Any questions indicated with a paperclip require a photo to be added.

After answering all questions in a category, the completed category will automatically move to the bottom of your window (if there is more than one category).


Once all questions are answered, complete the checklist by submitting it via the "Actions" menu. See the example below from Action Card:

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Last Updated:: 9/25/25, 12:05 PM
Contributors: micah@volanosoftware.com, johnathon
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