Setting Up Compliance Checklists

Create and manage compliance checklists for your organization.

Creating a Checklist

1. Go to Compliance > Templates

2. Click "New Template"

3. Fill in details:

   • Template name
   • Description
   • Category
   • Frequency (daily, weekly, monthly, yearly)
   • Items to check

4. Assign to:

   • Locations
   • Assets/Items
   • Responsible persons

5. Set reminders:

   • Days before due
   • Notification channels
   • Escalation rules

Checklist Items

Each item can have:

• Description
• Required evidence
• Pass/fail criteria
• Notes field
• Verification requirement

Frequency Options

• Daily: Every day
• Weekly: Specific day of week
• Monthly: Specific date
• Quarterly: Every 3 months
• Yearly: Annual compliance
• Custom: Define your own schedule

Using Templates

Browse pre-built templates:

• Fire Safety Inspection
• Equipment Maintenance
• Cleaning Checklist
• Health & Safety Audit
• Quality Control

Or create custom templates for your needs.

Activating Checklists

1. Select template
2. Choose locations/items
3. Set start date
4. Assign responsible person
5. Activate

Managing Checklists

• View all active checklists
• See upcoming due dates
• Track completion rates
• Modify schedules
• Deactivate if needed

Best Practices

• Start with templates
• Customize for your needs
• Assign clear ownership
• Set realistic frequencies
• Review and update regularly