To view and complete checklists, the Read permission under Checklist must be enabled for the user's role. Access is role-based — managers and above have this enabled by default for organisations with the Operations or HR add-on. To grant checklist access to employees, update the permission at the role level through Settings > Permissions.

Once the relevant permission has been enabled, staff can find checklists in their Mobile App via the Checklists widget, which appears on both the Overview tab and the Tasks tab.

Currently, checklists can only be completed through the Workforce Mobile App.

There are four different types of items that can be added to a checklist, and are completed in different ways.

Staff complete a Task item by ticking the checkbox. They'll also have the opportunity to leave a comment.

Staff complete a Photo item by uploading an image. They'll also have the opportunity to leave a comment.

Staff complete a Temperature Record item by entering a number. If this number falls outside the minimum and maximum range set when creating the checklist, it will be flagged.

If the temperature record is not relevant or unable to be completed, staff can use the N/A button to mark the item as complete.

Staff complete a Scale Record item by entering a number. If the scale record is not relevant or cannot be completed, staff can use the N/A button to mark the item as complete.