Implementation - Step 7 - Checklists

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


Documents and File menu

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

question mark?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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