📽️ Video Tutorial
Prefer to watch a video? Watch this short video to master creating and viewing Safety Checklists.
Note: The steps below are the same on desktop or mobile
How to Create the Safety Checklist via the Production Module
Step 1: To create a Safety Checklist, go to Production —> Safety Checklist, select "+ New Safety Checklist"
Step 2: Populate the relevant fields and include any notes or photos that you'd like to add to the Safety Checklist page. Select Save.
💡 Note: You can view and add security checklists directly from the project page by selecting the Safety Checklist tab
How to Create the Safety Checklist via the Service Module
Step 1: To create a Safety Checklist, go to Service —> Safety Checklist, select "+ New Safety Checklist"
Step 2: Populate the relevant fields and include any notes or photos that you'd like to add to the Safety Checklist page. Select Save.
💡 Note: You can view and add security checklists directly from the ticket page by selecting the Safety Checklist tab
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