Overview
Field Checklists are the third and final step in the Greenius training process. Conducted live and in-person by a supervisor, crew leader, or manager, these checklists serve as a practical evaluation—reinforcing training and promoting safety, skill, and accountability in the field.
⚠️ Note: A checklist can only be completed after the employee passes the associated course exam. |
Complete a Checklist Using the Greenius App
Step 1: Open the App and Log In
Launch the Greenius Mobile App on your phone or tablet
Tap Crew Leaders & Field Supervisors
Step 2: Sign In
Enter your System Manager username and password to log in
Step 3: Access the Checklist Section
Scroll and tap Field Checklists
Step 4: Choose an Employee
From your Crew Member list, select the employee
The left-hand column shows how many outstanding checklists are due per employee
If an employee is missing, use the Company Directory link at the bottom
💡 If you don’t have a crew set up, learn how to create one in the LMN Help Desk. |
Step 5: Select the Checklist to Complete
You’ll now see the employee’s outstanding checklists
Tap on the checklist you’d like to complete
Step 6: Add Additional Employees (Optional)
To conduct the checklist with more than one employee, tap Select next to each additional name.
Tap Continue when ready.
Step 7: Adjust Participants (if needed)
To remove someone, tap the red icon next to their name.
When your list is correct, tap Start Checklist.
Step 8: Complete the Checklist
As the employee demonstrates each skill, check off the box next to each point.
Tap Next to move through the checklist pages.
💡 Tip: You can customize checklists by editing points, adding new ones, or removing irrelevant items. Learn how to edit checklists here. |
⛳️ Coaching Opportunity: If the employee misses a step, use the moment for coaching. Once corrected, check off the item and continue. |
Step 9: Sign Off
Both the employee and supervisor will be prompted to provide electronic signatures to confirm completion
Tap I Accept
Step 10: Confirm Completion
A confirmation message will appear
Choose whether to start another checklist
Tap Yes to begin a new checklist, or No to return to the dashboard