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Customizing Safety Inspections Checklists - Categories
Customizing Safety Inspections Checklists - Categories
Updated over 3 weeks ago

Steps to Modify Categories

  1. Select "Standard Checklist Maintenance" from the left menu.

  2. Choose the Inspection List from the dropdown, then click Go.

  3. The default active tab is ‘Category’—leave this selected.

  4. Use checkmarks to show or hide categories:

    • ✅ Checked = Visible

    • ❌ Unchecked = Hidden

  5. Click “Update Selected Categories” to save changes.

  6. To add a custom category:

    • Click ‘Add Custom Category’

    • Enter a category name and click ‘Add Custom Category’

    • The new category appears at the bottom of the list.

  7. To reorder categories, use the ‘Sort’ numbering box.

Download the full PDF below:

Important: Do not use the same sort value as an existing category.

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