Creating an inspection checklist for scanned assets in Safety Reports ensures thorough and standardized safety assessments. Follow the step-by-step guide below to build a custom inspection checklist for SR Scan Assets.
Steps to Build an Inspection Checklist
Step 1: Log in to Safety Reports
Navigate to your Admin page and enter your credentials to access the system.
Step 2: Access the Safety Scan Feature
Click on Safety Scan in the grey navigation bar at the top of the screen.
Step 3: Open the Checklist Section
On the far-left side of the screen, select Checklist from the available options.
Step 4: Add a New Equipment Checklist
Click on Add New Equipment Checklist located at the far-right side of the screen.
Step 5: Name the Checklist or Use a Template
Enter a custom name for your checklist in the Checklist Name field and click Add.
Alternatively, select Add From Template to use a pre-built checklist.
Step 6: Add Items to the Checklist
Find your newly created checklist and click the View Item List icon in its row.
Step 7: Add New Checklist Items
Click on Add New Checklist Items on the far-right side of the screen.
Step 8: Configure Questions for the Checklist
In the Question Edit section, enter the Question Text in the designated box.
Depending on the question type, manage Details in the window to the right.
Click Add to finalize and save each question.
Conclusion
By following these steps, you can create a customized inspection checklist for SR Scan Assets in Safety Reports. This feature helps ensure that inspections are thorough, standardized, and aligned with your safety procedures.
⚠️ Important: This guide applies only to the Scan App in Safety Reports. The steps and features described do not apply to other apps, including:
Inspections App, Forms App, Observations App, Incident App, Incidents App, Safety JSA App, Training App.