Checklists Overview

Checklists are versatile documents that step users through a series of questions to gather responses. Common checklists include pre-operational checks, toolbox meeting, inspections, minutes or contractor license and insurance details.

Once you have written (or edited checklist templates from the Safe Ag Systems library) and signed them off they are saved in the Published director where all workers can access them. Checklists can be attached to inventory items to prompt workers to complete them before operating or using that inventory item.

Safe Ag Systems provides a library of common checklists which can be accessed from the Template Library and edited to suit the needs of your business. If you already have checklists that you use, you can create these in the system using the Build New function on the Checklists screen.

  • Once you have created and published a checklist, it appears on the Published tab and is available for use.
  • 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 a checklist, a new version is created and a copy of the old version is saved in the Archive.
  • The Checklist Logs tab shows a list of checklists that have been run by workers.  (A report of Checklist Logs can also be generated under Administration > Reporting).
  • You can attach a checklist to an inventory item or a task for workers to complete while using the inventory item.

Help for Business Administrators and Supervisors

Creating a New Checklist

Editing a Published Checklist

Implementation - Step 7 - Checklists

Attaching a Checklist to an Inventory Item

Checklist Reporting

Help for Workers and Mobile App Users

Running a Checklist on the App