Checklists are versatile forms that step users through a series of questions to gather responses. Common checklists include pre-operational checks, toolbox meeting, inspections, minutes or contractor license and insurance details.
Once you have created (or edited a Checklist template from the Safe Ag Systems library) and published them, they are available to use by workers.
Checklists can be attached to inventory items to prompt workers to complete them before operating the item.
A library of common Checklists can be accessed from the Template Library and edited to suit the needs of your business. If you already have Checklists that you use, you can create these in the system using the Build New function on the Checklists screen.
- Once you have created and published a Checklist, it appears on the Published tab and is available for use on the Desktop and App.
- If you no longer need a Checklist, you can archive it. This removes it from use, but it can be viewed from the Archive tab in case you need to access it in future.
- When you update (edit) a Checklist, a new version is created and a copy of the old version is saved in the Archive.
- The Checklist Logs tab shows a list of Checklists that have been run by workers. (A report of Checklist Logs can also be generated under Administration > Reporting).
- You can attach a Checklist to an inventory item or a task for workers to complete while using the inventory item.
Create or Edit a Checklist
Implementation - Step 7 - Checklists
Attach Checklist to Inventory
Attaching Checklists to Inventory
Running a Checklist
Reporting