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.

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

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.

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

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

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.
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If during the checklist setup a specific user has been set to be notified when a checklist is completed, once a checklist is completed, the user will receive an email notification.

This email will notify you:

Click "Review Checklist" to be taken to the completed checklist.

The user will also see a notification next to 'Checklists' in the menu when there are completed checklists ready for them to review.

Within the 'Checklist History' page the status 'Pending Review' will be assigned for any checklists the user needs to review.

Export checklist data for your records or reporting:

Checklists are exported as a CSV/ZIP file containing all responses and completion data.
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