Breadcrumbs

Create a Checklist

You can create a checklist if you implement a new on-site procedure.

Only Safety Managers can create checklists.

Checkit provides a selection of ready-made checks and checklists designed for a number of routine tasks.

Step 1: Name the Checklist

  1. Log in to the Control Centre.  

  2. Go to App Management > Checklists 

  3. Click Add New Check.   

  4. Enter a name for the checklist, for example, ‘Open Bar’. 

  5. In the Type field, select Checklist.

  6. Click Save. 


Step 2: Add Some Checks

  1. Click Add Checklist Item.

  2. Enter a name for the check, for example, ‘Set up tables and chairs’. 

  3. In the Type field, select the check you want to create:

    • Checklist

    • Temperature Check

    • Acknolwedgement

    • Text/Numeric Input

    • Date Entry

    • Options List


  1. Configure the check as appropriate (see How to Configure Each Type of Check for full instructions).

  2. Click Save.

  3. Repeat steps 1-5 until all checks have been added.

Step 3: Add Some Finishing Touches  

When you have finished adding your checks, you can review your checklist and add some optional finishing touches.

You can:

  • Make checks optional and/or repeatable

  • Reorder checks

  • Enforce the sequence of checks

  • Specify the minimum number of optional checks staff must complete

Once you are done, click Save.


Unless you enforce the sequence of a checklist, staff will still be able to complete the checks in any order, regardless of how you organise the checks.  

If you enforce the sequence of a checklist, staff must complete the checks in order, but they can still skip optional checks and go back and complete the repeatable checks again.

Step 4: Assign the Checklist

Once your checklist is complete, you can assign it to a location, team and schedule (or, if it may need to be completed at any time, such as recording a delivery or reporting an issue, you can assign it as unscheduled work).

The work will be downloaded to all devices assigned to the location. See Create Workfor instructions.


You do not assign work to individual mobile devices; you assign it to locations. The checklists and checks will be visible on all mobile devices at that location.

Any new work you assign will not appear on the Checkit App until: