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 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 for your Checklist.
Click add Checklist 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 click 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 Create Report in the top right.
Select Checklist Report Type.
Select the desired checklist you want to create.
Update any report settings.
Click Create Report.
When you are finished entering data on your report, click Save as Draft, Save as Final, or Sign and Save as Final.
