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Creating your First Job Checklist

✅ Creating a Job Checklist Using AI

🎯 Objective

This SOP outlines how to create a Take 5 safety checklist using AI, ensuring all technicians follow standard safety procedures before beginning work.

🛠️ Step 1: Initiate Checklist Creation

• Decide on the type of job checklist to create
• For this SOP, use the Take 5 safety checklist format

🤖 Step 2: Generate Initial Template

• Use AI to generate the first draft of the checklist
• Ensure it aligns with the Australian Take 5 safety standard

⚠️ Step 3: Define Risk Levels

• Add standard risk categories:
  • 🔴 High
  • 🟠 Medium
  • 🟢 Low

🔁 Step 4: Add Repeating Groups (if applicable)

• Include repeating groups to allow checklist repetition for each identified task or hazard

🧩 Step 5: Identify Tasks & Hazards

• For each task, define:
  • The hazard
  • The risk level
  • Control measures
  • How the hazard will be communicated

🧾 Step 6: Set Completion Rules

• Define when the checklist must be completed (e.g., before the job timer starts)

💬 Step 7: Enable Comments & Photos

• Allow technicians to add comments for each item
• Enable photo uploads for hazard documentation

💾 Step 8: Save the Checklist

• Once configured, save the checklist in the system

🧳 Step 9: Attach to Job

• When creating a new job, ensure the Take 5 checklist is automatically linked
• Confirm that the checklist is visible to the assigned technician