Accessing and Accepting a Checklist/SWP

Before you start

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

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

On Phone/Device

Accessing and accepting a checklist or safe work procedure

1. Accessing and Accepting a Checklist/SWP attached to an Inventory Item. *Pro and Enterprise Subscription only

  1. From the main menu, select Inventory > Machinery, Structures or Tools > Select Item > Safety Checklist.
  2. Select the applicable Checklist/SWP.
  3. Tap Accept.
    Note – (Optional) Click the Add Task icon to add a task or report hazard.
    Note – (Optional) Click the Add Comment icon to add a comment. Comments are saved to the checklist log.

     

    Add Task and Add Comment Icon Phone
    Add Comment (left) and Add Task (right) on Phone/Device

2. Accessing and Accepting a Checklist/SWP attached to an Inventory Item using a QR Code. *Pro and Enterprise Subscription only

Note - This function is only available in a Pro or Enterprise subscription.

  1. Tap the QR Code icon from the main menu.
    QR Scanner Icon Phone
  2. Hover the device in front of the applicable inventory items QR Code, item will scan automatically.
  3. Tap Safety Checklist.
  4. Select the applicable Checklist/SWP.
  5. Tap Accept.
    Note – (Optional) Click the Add Task icon to add a task or report hazard.
    Note – (Optional) Click the Add Comment icon to add a comment. Comments are saved to the checklist log.

     

    Add Task and Add Comment Icon Phone
    Add Comment (left) and Add Task (right) on Phone/Device

3. Accessing and Accepting a stand-alone Checklist/SWP.

  1. From the main menu, select Safety Checklist > Select Item.
  2. Click Accept.
    Note – (Optional) Click the Add Task icon to add a task or report hazard.
    Note – (Optional) Click the Add Comment icon to add a comment. Comments are saved to the checklist log.

     

    Add Task and Add Comment Icon Phone
    Add Comment (left) and Add Task (right) on Phone/Device