Building Checklists

Safe Ag Systems checklist builder provides you with the ability to create digital checklists that your workers can easily access and run on the App. Develop your own unique checklists to collect the information you need.

NOTE: Your Access Level may restrict the use of some features.

Checklists within Safe Ag Systems are built by utilising a suite of builder elements that are broken into two categories Content and Response Elements.

Content elements present information within the checklist, including headings, text, images, videos, PPE icons, separators and page breaks, groups, external links, and links to active policies and procedures.

Response elements elicit a response from the user including free text, date, number fields, dropdown lists, checkboxes and radio buttons, add task button, upload files, sign or draw and repeat elements.

Checklists can utilise conditional logic to direct workers to particular prompts and fields based on their responses.

From the left menu, navigate to Documents > Checklists
Choose from:
1. To build a checklist from scratch, click Build New, or
2. To use a template, select the Template Library tab
  1. To preview a template simply click the title of the template
  2. To use a template click more options and select Use Template, or
  3. Tick one or more templates and select from Bulk Action dropdown Create from Template and Apply.
Complete the Title field. Add a Company Document ID (if relevant) and click Next.
The checklist will save under the Draft tab and open in the builder where you can edit.
To add elements drag in from the right library.
To edit elements select from
- Apply Conditional Logic
- Edit - to edit the wording or features of an element
- Save as Library Element - saves the element to the Library Elements tab in the right library. This enables elements to be customised and dragged into the checklist multiple times.
- Delete element
- Duplicate element - to replicate. The element can then be dragged to the required location in the checklist.
Click Preview to review your checklist. Choose Phone, Tablet or Desktop view from the three icons at the top of the preview.
To publish click Preview and Publish or from the Draft tab select more options Publish.
Complete fields including review date, Company Document ID (if relevant), Comment and Completer and who else can view Checklist Logs (this determines which access levels can view Logs for this checklist)?