Digital Checklists
The Checklists module allows you to create, manage, and execute digital checklists for site inspections, toolbox talks, LMRA, pre-work checks, and other safety and quality verification activities.
Checklist Templates
Create reusable checklist templates:
- Site Inspections: Regular site safety inspections
- Toolbox Talks: Safety briefings before work
- LMRA: Last Minute Risk Assessment
- Pre-Work Checks: Equipment and area checks before work starts
- Condition Inspections: Equipment condition checks
- Custom Checklists: Organization-specific checklists
Creating a Checklist Template
- Navigate to Checklists
- Click "New Checklist" or use the builder
- Enter checklist name and description
- Add sections to organize items
- Add items within each section:
- Yes/No questions
- Text responses
- Number inputs
- Photo capture requirements
- Signature requirements
- Set required/optional flags
- Publish the template when ready
Executing a Checklist
- Select a checklist template
- Click "Execute" or "Run"
- Complete each item in sequence
- Capture photos if required
- Add notes or comments as needed
- Sign off if required
- Submit the completed checklist
Running a checklist
From board overview through template start, execution, submit, and a completed instance.
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Step 1
Step 1
Checklist overview The Checklist Board orients you to recent instances for the active project — where existing checklists live before you start or resume work.
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Step 2
Step 2
Start from a template Open a checklist template and use Start Checklist to generate a runnable instance in the current project scope.
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Step 3
Step 3
Execute checklist items The run view presents each section and item — answer yes/no, text, photos, or signatures as required by the template.
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Step 4
Step 4
Mark items and add remarks Mark items complete and add remarks where needed. Progress updates as required responses are filled in.
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Step 5
Step 5
Save or submit Save progress mid-run or Submit when all required items are complete.
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Final step
Final step
Created checklist detail The saved instance shows completion status, location, scope, and the filled item responses — the controlled record after submission.
Checklist Features
- Progress Tracking: See completion status in real-time
- Auto-save: Progress is saved automatically
- Offline Support: Complete checklists offline, sync when connected
- Photo Capture: Attach photos to checklist items
- Digital Signatures: Capture signatures for approval
- History: View completed checklist instances