Checklists is a powerful tool to run checks and capture responses. They can be used to capture meeting minutes, run pre-start checks on machinery, the sky is the limit from checks you can run.
Note: Your Access Level may restrict the use of some features.
Checklists can be run from:
- Documents,
- Tasks, or
- an Inventory Item. See Running Attached Checklists (App).
Running a Checklist from Documents
- From main menu
, tap Documents > Checklists. - Navigate to one of the following tabs:
- Checklists - shows all available Checklists.
- To-Do - shows an individual's incomplete Checklists. The red circle will show the number outstanding.
- Tap a Checklist to run. Tap Start or Resume.
- If starting a new Checklist, tap to run the Checklist as a Standalone or For an Inventory Item.
Standalone Checklists can't be linked to an Inventory item later.
- If starting a new Checklist, tap to run the Checklist as a Standalone or For an Inventory Item.
- Tap Save & Close and resume the Checklist later from the To-Do tab.
- When complete, tap Submit.
Note: You can also access In Progress checklists from Home 
> Incomplete Documents > Checklists. If Checklists aren't listed, none are outstanding.
A red number indicator will indicate how many Checklists you have in progress.
Running a Checklist from a Task
If a Task has been assigned with a Checklist linked, it will be shown under Safe Ag Systems documents.
- Open the Task, tap the document under Safe Ag Systems documents.
- Complete the Checklist.
- Mark the Task as Complete once done.
What's Next?
Running Attached Checklists (App)