To begin using the Checklist feature you must follow the steps below.

• Select Admin > Employee Groups, and create an employee group with those you wish to have this permission.
  • For more information, see Create Employee Groups.
• Select Admin > Portal Settings > Checklists > General Configuration and add the employee group to the portal setting User Group for Checklist Administrator Permissions.

Give Access to Checklists: all users using this feature (including Admins) will need to have been given permission to Checklists on the User Access Page (Admin > User Access > Field > Checklist column).

• If you are not familiar with this page, see User Access Fields.

Modifying your Checklist Page: the following portal settings allow you to modify your Checklist page for users and Admins (found in Admin > Portal Settings > Checklists > General Configuration)

• Portal setting Hide Violation Count columns on Checklist gird allows you to hide the columns Unresolved Violation Count, Violation Count, and Total Score.
  • These columns will only populate scores if your Templates are using Numeric Response Types. The Total Score column id populated from the Safety Score (1 being bad, 3 being okay, and 5 being good).
• Portal setting Show the status for a checklist on the checklist table allows you to see if a Checklist is Submitted, Unsubmitted, or Finalized.
  • If a Checklist Template is marked as Disable Submission the user will not be able to submit the checklist.
• Portal setting Enable Notes header column in Checklists and Action Items allows you to make a Notes column visible on the Checklists grid. For notes to display in this column, you must set up the Checklist Template with the header value of Notes, with this exact spelling and capitalization. For more information, see Manage Checklist Templates.