Build, run, and follow up on a check
- 1
Build the checklist: sections, items, answer types, schedule, target, and alert roles.
- 2
Crews open the check from its card on the Checklists board.
- 3
Members mark items and tap Log Checks to save each batch; failed items need notes and can have photos.
- 4
Failed items raise alerts for the alert roles.
- 5
Alerts move from acknowledged to awaiting parts to resolved, with cost and work-order references.
- 6
Review compliance and export CSV or PDF reports.
Choose a step-by-step task guide
Each guide includes prerequisites, exact actions, verification, and troubleshooting—not just a feature summary.
Module capabilities
- Schedules: daily, every N days, weekly, monthly, quarterly, twice a year, or yearly, with open and due-by times
- Targets: one check for the department, one per apparatus, or one per member for PPE
- Answer types: check, quantity, reading with automatic pass/fail, date, text, and choice
- Seat-by-seat SCBA pack, cylinder, and facepiece checks with PSI readings and air-fill logging
- Failed-item alerts with severity, up to 10 photos, out-of-service flags, and re-notification while open
- Phone runner with camera photos, barcode scanning, and answers queued when the signal drops
- Claimed checks, supervisor review, and typed-name attestation
- Compliance rate, trend, audit list, and CSV/PDF exports
Before your department relies on it
- 1
Start with one apparatus check and test it with a crew.
- 2
Mark items that need a note on failure.
- 3
Choose alert roles that will actually act on failures.
- 4
Set open and due-by times that fit shift change.
- 5
Decide whether completed checks need supervisor review.
- 6
Turn on Assets first if checks should update equipment records.
Portal destinations
These destinations appear only when the module is enabled and your roles grant the required access.
| Area | Portal path |
|---|---|
| Checklists board | /modules/checklists/home |
| Run a check | /modules/checklists/runs/:id |
| SCBA check | /modules/checklists/scba/:id |
| Seats | /modules/checklists/seats |
| Checklist Builder | /modules/checklists/templates |
| Alerts | /modules/checklists/alerts |
| Alert detail | /modules/checklists/alerts/:id |
| Reports | /modules/checklists/reports |
| Settings | /modules/checklists/settings |
| Help | /modules/checklists/help |
Associated modules
Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.
Dependencies
RequiredCoreAnswers before you get stuck
Does Checklists require Assets?
No. Checklists with manual questions work on their own. With Assets on, checks can target and update equipment records.
Can I run a check without signal?
Answers are queued on the device and sent when the connection returns. Photos need a connection. Keep the page open until everything is sent.
Why can’t I log an item?
Another member may have claimed the check, or a failed item still needs its required note.