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Checklist Templates

What this page is

Checklist Templates is where you create and maintain reusable checklist formats used in operational workflows.

Who uses it

  • Admin users
  • Supervisors managing process standards
  • Operations/compliance staff

When to use it

  • During setup of new workflows
  • When checklist requirements change
  • During process quality reviews

What this page is for

Use this page to standardise task checks so teams complete required steps consistently.

Main actions

  • Create new checklist templates
  • Edit existing checklist items
  • Organise templates by purpose
  • Maintain clean, current checklist structures

Step-by-step (common workflow)

  1. Open Checklist Templates.
  2. Create a new template or open an existing one.
  3. Add/update checklist items in the required order.
  4. Save changes.
  5. Confirm the template appears correctly in linked workflows.

Connections

This page directly affects:

  • Prestart and operational checks
  • Compliance process quality
  • Team consistency in field execution

Common mistakes

  • Creating templates with unclear item wording
  • Leaving duplicate or old versions active
  • Updating templates without communicating changes

Quick tips

  • Keep checklist items short and specific.
  • Use one template per clear use case.
  • Review templates regularly with field supervisors.