Creating checklists in SaucedIt makes it possible to standardise workplace processes and record them consistently. Checklists can be built to cover tasks such as safety checks, compliance requirements or opening and closing routines, with options to group questions under headings and add supporting details. Once created, checklists can be scheduled, assigned and used by staff to confirm completion of required tasks. This guide explains how to create checklists.
Quick Guide
Creating Checklists
From the Dashboard, click on Event Register in the column to the left.
In the top right, select Create Checklist.
This view displays existing checklists. You can view, edit, or delete them here.
To build a new checklist, click Create New (top right).
Enter the checklist name in the Event Type box. You may also assign a colour.
Complete the Hazard Type and Hazard Category fields.
Use Headings to group related task items.
Add Subset Questions beneath each heading. Staff completing the checklist can answer each with Yes, No, or N/A, and add comments if required.
Enter a heading and question in the given boxes.
Upload a reference image, if relevant.
To add another item under the same heading, click + Add Subset.
Repeat until all required items are entered.
Add as many Headings, Categories, and Hazard Types as needed.
When the checklist is complete, click Create (bottom right).
The checklist is now ready for use. You can return here at any time to edit or delete it.
To schedule and assign a checklist, go to Event Calendar at the top.