Creating A New Checklist

Safe Ag Systems checklist builder provides you with the ability to create digital checklists that your workers can easily access and run on the mobile app. Develop your own unique checklists to collect the information you need.

Checklists within Safe Ag Systems are built by utilising a suite of builder elements that are broken into two categories Content and Response Elements. The first category is Content elements, which can be used to present information within the checklist. This includes the ability to present headings, text, images, videos, external links, and link active policies and procedures. The second category is Response elements, which are used to collect information. Response elements enable the user to insert free text, date, and number fields as well as dropdown lists, checkboxes and radio select buttons. You also have the ability for users to upload files and sign off on the checklist.

Checklists can also use 'conditional logic' to direct workers to particular prompts and fields based on their responses. 

The following video explains how to create a checklist or read on for a written explanation.



Create your own checklist

  1. Navigate to Documents & Files > Checklists and then select the Build New icon on the right hand side.

    A list of published checklists

  2. Give your new checklist a Title. If you have a company document control system you can add a Company Document ID and hit Next. This will take you to our checklist builder to create your own checklist.
  3. Drag elements from the right hand column into the document window to build your checklist.
  4. At any stage, you can select Preview to review what your checklist will look like. The three icons at the top of the preview give you the option to view the checklist on a desktop, tablet or mobile device.

    Preview mode for motor vehicle checklists
  5. Your checklist will automatically be saved as you build it. If you need to leave and come back later to continue building it, it will be located under the Draft tab
  6. Once complete you can Publish the checklist via the Preview screen or within the Draft tab via the 3 dot menu.

    3 dot menu

When editing a checklist your document is automatically saved and the time of last save is displayed in the header bar.

 

Once a checklist is published you can edit it by clicking on the 3 dot menu and selecting Edit. This will prompt you to create a new version of the checklist. You cannot edit the existing version once it has been published. 


Create a checklist using a Safe Ag Systems template


  1. Navigate to Documents & Files > Checklists and then select Template Library

    template library view
  2. To preview a template simply click the title of the template.
  3. To copy one of our templates click the 3 dot menu and select Use Template.


    example of templates available

  4. This will give you the opportunity to either update the title or keep its existing title.
  5. Once copied the checklist will be available under the Draft tab where you can either edit to suit your requirements or simply publish via the 3 dot menu.

    3 dot menu

Once a checklist is published you can edit it by clicking on the 3 dot menu and selecting Edit. This will prompt you to create a new version of the checklist. You cannot edit the existing version once it has been published. 


What's Next?

Editing a published Checklist.

Attaching a Checklist to an inventory item.

Using Content Elements and Response Elements.

Using Conditional Logic.