Overview

Complete checklists in Edify to track daily tasks, record important information like temperatures, and maintain records of completed procedures. Checklists can be completed in one session or saved and returned to later if needed.

Completing a Checklist

How to complete a scheduled checklist

Navigate to Checklists > Complete
Find the checklist you want to complete from today's list
Click the arrow next to the checklist name
Answer each question as prompted
Upload photos if needed (e.g. cleaned equipment, restocked shelves) to provide visual evidence
Click Complete when all mandatory tasks are finished

💡 Saving your progress: If you need to stop partway through, click Save and Back. The checklist will be marked as started and you can return to finish it later.

How to complete an on-demand checklist

On-demand checklists don't appear in the Complete tab automatically—you need to launch them manually:

Navigate to Checklists > Complete
Click Start On Demand Checklist in the top right
Select the checklist you want to complete from the dropdown
Complete the tasks and click Complete

What Happens After Completion

Same day: Completed checklists move to the Completed Today section where you can review and edit them if needed.

End of day: At midnight, completed checklists are archived and move to the History tab where they can be viewed but no longer edited.

Editing a Completed Checklist

You can only edit checklists on the same day they were completed:

Find the checklist in the Completed Today section
Click the eye icon to open it
Make your changes
Save

⚠️ Important: Once a checklist moves to History, it cannot be edited.

Overdue Checklists

If a checklist isn't completed on its scheduled day or within its required time window, it moves to the Overdue section at the top of the page. You can still complete overdue checklists—they'll be recorded with the date you actually completed them.