Back to How to VideosUsing Workflow Rules for Job Checklists
1. Introduction to Job Checklists
- Understand the purpose of job checklists — they help standardize work processes and ensure all critical steps are completed.
- Use checklists to guide technicians through tasks consistently, reducing the risk of errors and missed actions.
2. Benefits of Using Job Checklists
- Standardization — Apply the same process for asset inspections, safety checks, and audits.
- Error Reduction — Require completion of essential tasks before a job can be marked complete.
- Improved Safety & Compliance — Maintain adherence to regulations and safety standards.
- Better Traceability & Reporting — Keep clear records of actions taken and who completed them.
- Efficiency Gains — Reduce time spent on rework and manual documentation.
3. Conducting a Safety Assessment (Example: Take 5)
- Set up a safety checklist (such as Take 5) to guide workers through risk assessment before starting a job.
- Ensure the checklist is mandatory so the job cannot proceed without it being completed.
- Configure system rules to enforce completion and capture key data (e.g., hazards identified, controls in place).
