Skip to content
  • There are no suggestions because the search field is empty.

Checklists Overview

Checklists are forms that step staff through a set of questions and allows responses. Common Checklists include Pre-Starts, Toolbox Talks, Inspections, Meeting Minutes or Onboarding Forms and Agreements. They can be linked to Inventory Items for easy access. 

Note: Your Access Level may restrict the use of some features.

Safe Ag Systems provides a range of Checklists in the Template Library that can be used and tailored to suit your business, or your own Checklists can be built as a new Document.  

  • Once a Checklist is published, it'll be listed under the Published tab and is available on the Desktop and App.
  • If you no longer need a Checklist, you can archive it. This removes it from use, but it can be viewed from the Archive tab in case you need to access it in future.
  • When you update or edit a Checklist, a new version is created and a copy of the old version is saved in under Archive.
  • The Checklist Logs tab shows a list of Checklists that have been run by workers. They can also be reported on under Administration.
  • You can attach a Checklist to an Inventory item or a Task for staff to complete.

Building or Editing Checklists

Attaching Checklists

Running Checklists

Reporting on Checklists