A Safer Risk

The checklist emails and in-app notifications you may receive, who gets them, and how to reduce noise.

Checklist notifications explained

Use section scope so one template can share core tasks across sites while only showing site- or location-specific sections where they apply.

How to limit checklist sections to specific sites and locations

Add a diary note from the Work page or the Diary page, then fill in the date and note.

How to add a diary entry

What Due Today, Missed, Completed with issues and the other checklist badges mean, and how to filter by them.

Checklist statuses explained

Create a single checklist from a template for a spot check or ad-hoc inspection.

How to create a one-off checklist

Build the reusable master copy of a check: name it, scope it to sites, and add its tasks.

How to create a checklist template

Make checklists appear automatically at the right site on the right day, and choose who has to complete them.

How to schedule recurring checklists and set who's responsible

Find the checklist that's due, answer each task, add comments and photos, then submit it.

How to complete and submit a checklist

Understand templates versus checklists, where to find them, and who can do what.

Checklists: how they work in ASR

Darragh Jones

Checklists

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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