Viewing and Accepting a Checklist or Safe Work Procedure (SWP)


There are three methods to access and accept a Checklist/SWP:

  1. Viewing and Accepting a Checklist or SWP attached to an Inventory Item *Pro and Enterprise Subscription only
  2. Viewing and Accepting a Checklist or SWP attached to an Inventory Item using a QR Code *Pro and Enterprise Subscription only
  3. Viewing and Accepting a stand-alone Checklist or SWP


Viewing and Accepting a Checklist or SWP attached to an Inventory Item

Accessing and accepting a checklist or safe work procedure

  1. From the main menu, select Inventory > Machinery, Structures or Tools > Select Item > Safety Checklist.
  2. Select the applicable Checklist.

    SmartSelect_20200618-203329
  3. Read the checklist as required.

    SmartSelect_20200618-203436 
    1. To add a comment click the Add Comment icon. This will add your notes to the checklist log once you Accept.SmartSelect_20200618-204627
    2. To add a task or report a hazard click the Add a Task icon.SmartSelect_20200618-204640
  4. Once completed tap Accept

Viewing and Accepting a Checklist or SWP attached to an Inventory Item using a QR Code

  1. Tap the QR Code icon on the bottom menu bar.   SmartSelect_20200618-205605
  2. This will open your phone's camera to scan the QR code. Hover your device in front of the QR Code and it will scan automatically.
  3. Tap Safety Checklist and select the applicable Checklist.

    SmartSelect_20200618-203329
  4. Read the checklist as required.

    SmartSelect_20200618-203436 
    1. To add a comment click the Add Comment icon. This will add your notes to the checklist log once you Accept.SmartSelect_20200618-204627
    2. To add a task or report a hazard click the Add a Task icon.SmartSelect_20200618-204640
  5. Once completed tap Accept

Viewing and Accepting a stand-alone Checklist or SWP

    1. From the main menu, select Safety Checklist > Select Checklist.
    2. Read the checklist as required.

      SmartSelect_20200618-203436 
      1. To add a comment click the Add Comment icon. This will add your notes to the checklist log once you Accept.SmartSelect_20200618-204627
      2. To add a task or report a hazard click the Add a Task icon.SmartSelect_20200618-204640
    3. Once completed tap Accept