Checklists are useful for providing workers with a series of checks that must be undertaken prior to undertaking a particular task or operating a machine, commonly called Pre-operational Checks.
- Navigate to Documents and Files > Checklists in the left hand menu.
- Create Checklists
- If you already have Pre-operational Checks you can replicate them using the Build New button on the right hand side.
- To build checklists, drag elements from the right elements list.
- If you have none, use the Template Library tab at the top.
- Click on the 3 dots on the RHS and select ‘Use Template’ and ‘Customise’ – this will save the Checklist to the ‘Drafts’ tab.
- Edit the Checklist.
- When you are happy with the contents, Publish.
- The following article provides step by step instructions on how to build checklists.
Creating a new Checklist
- Checklists are guides to step workers through checks they must do before operating a machine or undertaking a task.
- Checklists can also be used for inspections - eg. shearing shed inspection.
- As you add inventory items in Step 4 then create checklists that relate to them.
- Start by focusing on checklists for your machines or tasks with the greatest risk of causing injury.
What's Next?
Implementation - Step 8 - Attach Procedures and Checklists to Inventory Items
Or return to the 10 steps overview and choose your own next step:
10 Simple Steps to Set Up Your Safe Ag Systems Software
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