Checklists can be accessed from the Checklists tab of an inventory item and run. They can be used to run pre-start checks, verifications of competency and any other checks needed.
This functionality is only available in a Professional or Enterprise subscription.
A checklist must be attached to the inventory item.
- Open the inventory item:
- Tap main menu
Inventory > Machinery and Equipment or Structures or Tools and tap on the inventory item, or - Tap QR Code
point and scan the QR code on the inventory item.
- Tap main menu
- Tap Checklists.
- Select the checklist to run.
- Tap Start
- A prompt will ask Perform checklist for:
- The name of the inventory - select this option if this is the inventory you are completing the checklist for
- As standalone - if the checklist does not relate to any inventory
- For another item - to select a different inventory item to attach the checklist to
- Complete the checklist.
- At any stage, you can tap Save & Close and resume the Checklist later from the To-Do tab.
- When complete tap Submit and Finish.