Checklists are meant to be a short form report with 4 columns and 1 inline note section for each row. Much like the Service Report they have a grid with components and tests. Instead of the components & test belonging to an Individual system, they are global.
Key Advantage of Checklist Reports: They’re fast, standardized, and repeatable, making them perfect for recurring tasks where the main goal is to confirm conditions and spot issues early.
Checklist Examples:
🔹 Preventive Maintenance Rounds
Quick log of system checks (e.g., pumps, controllers, tanks).
Record if equipment is running, any alarms, and basic operating parameters.
Check boxes for “OK / Needs Attention.”
🔹 Compliance or Safety Inspections
Quick record of eyewash station checks, spill kit status, or PPE availability.
Confirm signage, MSDS access, or chemical labeling compliance
🔹 Equipment Spot Checks
Snap inspection of filters, softeners, boilers, or cooling towers.
Capture a few key values (pressure, hardness, temperature).
Note whether corrective action is needed.
Checklists Setup
Permission Level: Admin
Navigate to the Report section on the top-level navigation
Click on the Checklists button to manage your Checklists
Click Add Manage Components
Manage your list of components here for checklists
Add as many components as you want for your checklists then go back to add a checklist
Click Add Checklist
Enter a Name and Description for your Checklist
Click add Component in the top right
Add a Component from the list
Click add Test Type to add a test type to the component
Note: Components can be cloned after adding the desired tests
Repeat this process until you are ready to submit your Checklist
Adding a Checklist to a Report Template
Permission Level: Admin
Navigate to the Report section on the top-level navigation
Click on the Report Setup button to manage your Report Templates
Click Create Report Template
Enter details for the Report Template and save
On the next screen, select the Checklist report section on the left side
This should move the section under the report header
Select the Checklist you want to associate with the template from the drop down
Add any additional sections and save the report template
Creating the Checklist Report
Permission Level: Report associated permissions
Click New Report in the top right
Select the Checklist Report type
Select the desired checklist you want to create
Update any report settings
Click Create Report