Creating a new safety checklist/SWP, attaching a checklist/SWP to an inventory item, running a safety checklist/SWP
Safe Ag Systems allows a user to create a safety checklist document and attach it to a particular inventory item. This document can be created for many differing activities including general checklists or safe work procedure (SWP).
The document is then accessible through the mobile application and can be read and accepted by workers as the business may require. A log of any accepted checklists is then created in the system.
- New Checklist/SWP – Create New
- New Checklist/SWP – Select from Template
- Editing a Checklist/SWP
- Attaching a Checklist to an Inventory Item
- Accessing and Accepting a Checklist/SWP
- Checklist/SWP Reporting
New Checklist/SWP – Create New
Forms and Templates > Checklist/SWP Builder
To create a checklist from a blank template, click on the Create New button under the CREATE OR EDIT heading.
A Safety Checklist Editor form will appear where you will enter the title of the Checklist/SWP under the description field and in the text box you can write a new document or copy and paste any checklist/SWP you may already have in another format.
Images and Links can be added using the Insert Link icon or Insert Image icon provided in the editing toolbar.
Note – Uploaded links, images or files will not be available in offline mode so we recommend to use text as much as possible.
New Checklist/SWP – Select from Template
Forms and Templates > Checklist/SWP Builder
To utilise one of Safe Ag Systems templates, click on the Copy from Template heading. This will show you a full list of the templates we have available.
Note – Safe Ag Systems templates are produced as a guide only and have instructional text displayed in blue that will require removing once selected.
Use the View button to review the content of template that may be suitable.
To select a template you wish to utilise tick the associated check box and select Copy Template button found at the bottom of the list. Multiple templates can be selected at the same time.
Once selected these will be displayed on the Create or Edit page, and are ready to be edited to suit the business requirements.
Once templates are listed in the Create or Edit section they are available for viewing on the mobile application, so it is important to ensure that each checklist is edited and completed to contain correct information.
Editing a Checklist/SWP
To edit a checklist/SWP select Edit for the applicable document.
Edit the document as required and hit Save once complete.
Attaching a Checklist to an Inventory Item
To attach a checklist to an inventory item complete the following steps;
Open the applicable Inventory item on the desktop and select Checklist.
Open the Safety Checklist drop down and choose the applicable checklist/SWP from your list.
Add a Checklist Frequency (if required).
Once a checklist is attached there is a small tick icon showing on the inventory item tile.
Accessing and Accepting a Checklist/SWP
There are several ways to access and complete a checklist/SWP in the Safe Ag System mobile application.
Standalone Checklists (not attached to inventory) – Checklists can be accessed by selecting Safety Checklists from the main menu and selecting the applicable checklist.
Inventory Specific Checklists (1) – Inventory > Select item > Safety Checklist from the options.
Inventory Specific Checklists (2) – QR reader > Safety Checklist
Standalone checklists may be made for a procedure that is not necessarily specific to an inventory item. They can be run in the same way as the inventory checklists and records of accepted checklists can be accessed in the ‘Reporting’ section on the desktop. The difference between the standalone checklists and inventory checklists is that when an attached inventory checklist is accepted, reporting will list the machine the checklist was performed on.
Running a Checklist:
Checklists are displayed on screen with the following options;
- Ability to add comments.
- Ability to add a task or report a hazard.
- Ability to ‘Accept’ the checklist.
When a worker is running a checklist they have the ability to add comments if required. They can click on the Comments icon and add a comment.
Adding a Task:
For any hazards or tasks identified when running a checklist there is the ability to add a task into the Task Manager by clicking on the hazard icon and completing the Add Task form.
Accepting a Checklist:
When all the checklist checks are completed, the user can click on the Accept button to submit the checklist. Any comments are saved to the checklist log.
For Inventory specific checklists, the checklist logs can be viewed by admins only on the desktop.
Inventory > Select item > Click on the Checklist button. Log entries are shown and if comments have been added there will be a View Comments popup to view them.
For reporting on all checklists/SWP’s accepted you can access this in the reporting section.
Administration > Reporting > Checklists > Show me all Checklists Completed.
This will allow the user to view or print a list of all the checklists that have been completed including worker comments.
The report will show all stand alone and inventory assigned checklists that have been accepted/run. If they are inventory assigned then the Performed On column will show the name of the inventory item that was checked. If it shows as Not Specified then it was a standalone checklist.