Checklist Automation System

Overview

For fast and easy execution of ad-hoc processes that do not require complex workflow capabilities, Vuram’s Checklist Automation System (CAS) provides a powerful and modular Appian application capable of handling a wide range of distributed activities.  CAS is ideal for areas that require organizational adherence to predefined steps via a checklist approach such as:

• Manufacturing solutions such as product configuration, assembly, and inspection can leverage build sheets which can be quickly created, distributed and tracked.
• Simplified work stages across multiple corporate functions such as HR - checklists for employee onboarding and assessments, Finance - audit checklists during the quarterly closure, Marketing campaign kickoff checklists, and IT - Equipment Inventory and maintenance checklists.
• Customer satisfaction surveys, issue resolution reporting, product evaluation, quality checks, group feedback, and dimension scoring.

Key Features & Functionality

• Create a wide variety of checklists or surveys without requiring new Appian development
• Assign scoring weights to questions
• Manage an inventory of checklist templates, and import new lists from external .xlsx files
• Use a single, intuitive interface to view assigned checklists, respond to them and approve the checklists
• Distribute new checklists and track checklist assignments across the organization
• Add context-relevant notes and attachments within any checklist process
• Compare responses across the assignments
• View reports that provide data analysis of responses across checklists and individual checklist sections for initiated, in-process, and completed checklists

The latest release includes UI/UX enhancements and branching logic for the questions. Branching logic applies logic based on the respondent's answers. Display a question only if the respondent chooses a specific answer to a previous question. The question must be a checkbox, radio button, or drop-down style.