Using Checklists When Creating a Trip

What Is the Purpose of the Checklist Section of a Trip? 

Checklists can improve standardization, organization, and accountability. BART allows you to build custom checklists and implement them when creating a trip to keep track of tasks and their completion. If enabled in settings, the checklist populates on the CoPilot app as well. When the crew member completes a task on the app, it also shows complete on the BART web scheduled trip. 

How to Create a Checklist and Save as a Template

Navigate to the Schedules tab>Trips>All Checklist Templates. Click the green New Checklist button to name and build your new templateAll templates are stored in the list and populate in the Checklist dropdown option when building a trip. 

Click edit and click the green add button to create the steps and items in your checklist. Each item has a category name and an optional default note. The default note area can be left blank, or you can add a follow-up note to the existing note. 

Note: To show on the CoPilot app, enable in the assigned role configuration. Go to GEAR>All Flt Portal Roles and choose the applicable role. Under Fight Details tab, Other section, move "Checklists" to green. This will allow the checklist to show in the app. To allow edits to the checklist, go to Flt Editing tab and move "Edit Leg Checklist" to the green column. 

Using the Checklists When Creating a Trip in BART Schedules

The Checklist section of any trip is found after the Leg Notes section. Click the green add button to choose from your stored checklist templates. Note: only one checklist can be applied to a trip. 

The Checklist steps populate in the trip and on the CoPilot app (if enabled). Check the box and the completed task turns green. If the crew checks the green done button on the app, the task will show complete on the app and on the trip in web. When enabled, CoPilot users can also edit or add notes to a checklist task. 

                

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