Free Trial

Want to test out SafetyTek? Register for our free trial and see for yourself how SafetyTek can save you time and money by replacing your safety paperwork with digital forms that are accessed by any device, anywhere in the world.

 

By registering for the free trial on SafetyTek you will soon see how all of your safety forms are submitted directly to you through your news feed. Locate the form PDF files as they are automatically filed in their designated folders on the file system. You will also begin to see first hand how much time you save by not having to collect, transcribe, and file paperwork any longer.

SafetyTek - Digital OHS EHS management software

[vc_row][vc_column][vc_column_text]Build checklists on your profile and invite other workers to share them while you work. Did you start a job and now you’ve been called to another one? Share your checklist with someone else and let them take over for you.
Save your default checklists for repetitive tasks to deploy quickly. Know who has completed the task because we document who checked off the box along with the time and date. Once a checklist is completed it gets archived in PDF format for quick access anytime, any place.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_single_image image="2940"][/vc_column][vc_column width="1/2"][vc_column_text]Access your checklists by selecting the checklist icon from the navigation bar. Once you have entered into the checklist area you will see two sections of checklists. The first section is for any checklists that you have built and the second section is for checklists that other users have shared with you to complete.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]Click on the green (+) symbol to add a new checklist. A screen will appear asking if you would like this checklist to be a new checklist or a copy of a default checklist. Once you have created a checklist you can save any list as a default to make it easier to replicate it in the future.

For this example we will create a new checklist.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="2956" img_size="medium"][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_single_image image="2942" img_size="medium"][vc_column_text][image_with_animation image_url="2942" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]Once we've named our checklist and clicked create we enter into the checklist builder. You may now add checklist items by clicking on the green (+) icon.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]New Tasks will show up every time you click on the green (+) icon. Each task must be filled in and saved. Once the task is saved it becomes a checklist item.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2943" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2944" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]After you have saved the tasks you can also edit them by selecting the red edit button to the left of the task description. You may also continue adding tasks until you are happy with the list contents.

You will notice a collection of icons on the top right corner.
These icons are: Make Default, Share, Preview, and Create Task.

The make default will allow you to save this checklist as a default checklist for the next time you need to create a new checklist. Instead of typing in all tasks you can start with the tasks already added on this checklist.

Share will allow you to add other users or crews to your checklist to help completing it.

Preview will allow you to see what the checklist will look like when your completing the tasks.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]Your checklist will save every time you save a task and so no further action is required to save the entire checklist. To access the checklist navigate to the checklist area by clicking on the checklist icon on the navigation bar. Here you will see our recently added checklist.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2945" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2946" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]By clicking on it I will be entered into the checklist. This is where I can complete tasks by clicking on the squares on the right hand side.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]From the checklist area we may also share and edit the checklist. Once a checklist is shared the shared icon will turn orange.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2947" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2949" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]The share checklist interface allows you to search for users or crews by typing in their names, or by selecting them from the drop down list. Once you have selected an user or crew the name will appear below the search box as confirmation that you have shared that checklist. The users that you share the checklist with will also be notified that they now have access to complete your checklist.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]To fill out a checklist enter into the checklist from the main checklists page. When you've entered into the checklist you'll be able to check the boxes for the tasks that you've completed. If you've shared your checklist you will see if others had completed any tasks already as SafetyTek places a Stamp next to any completed task. This stamp includes who checked off the task and the time and date of completion.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2951" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2952" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]When a checklist gets completed it may be archived for future reference as a PDF document. Archiving it happens by selecting archive icon from the top bar.

Once it's archived it will be stored as a PDF in the checklist archives area.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/2"][vc_column_text]In the checklist archives area you will be able to access all completed and archived checklists.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text][image_with_animation image_url="2954" animation="Fade In" img_link_target="_self"][/vc_column_text][/vc_column][/vc_row]

Leave a Reply

Recent Posts