Creating an OHS Checklist

Click Compliance > OHS Checklists. The following window opens:

Add a category

Categories are used to organise your OHS Checklists and make it easier for users to find the list they need. You can create as many categories as you need, including sub-categories.

To add a new category:

On the Categories tab, click (Add a new OHS Checklist Category).
Enter the category name. We're going to call this Category 'Training'.
Click Save .

Rather than adding a checklist item from here, we'll create a sub category. Hover over your 'Training' main category and click the (green plus icon) and enter 'OHS Checklist'. Click Save .

You'll notice we no longer have the option of adding a checklist from the main 'Training' category.

Add Checklist Items

Once you have a category, you can now select Add Checklist Item.

There are three values that need to be set:

Checklist Item Name
Risk Level
Fail Action.

For this training module we're going to call this first checklist item 'Job Area safe to commence work'.

Select High for the Risk Level.

For the purpose of this exercise we won't set a Fail Action.

See the following table for info on each field

Field/Section	Description
Checklist Item Name	Name of the Checklist Item
Risk Level	Set the initial Risk Level for the Checklist Item. This is an in-office function that is used for reporting and is not available to the field technician.
Fail Action	Set a specific Compliance Form to be completed if the checklist item has failed.
Linked Template	Allows you to link your OHS Checklists to other forms (or even other checklists). Unlike Fail Action, this feature is used where the linked form is a requirement for the completion of this checklist item.

Add two more checklist items, as shown in our image, and click Save Checklist Items.

Your table will look like this:

Reorder the checklist items if you need to by using (arrow button) and dragging up or down
Rename an item by clicking the name and making any edits
Delete an item if you need to by clicking the item name and clicking the cross that appears
Click Print View to see what your form looks like so far.

Remember to Save Checklist Items if you make any changes.

Additional settings can be applied for completing this form using the Checklist Settings:

Field/Section	Description
Checklist Type	This is a legacy feature to allow auditing checklist items. This is not a setting you should need to change from Standard.
Form Closure required for Task Completion	Ensures that the form is completed before the task that it's been created from can be closed. It ensures that you don't have open forms on closed tasks.
Signature Required for Form Closure	Ensures that the OHS Checklist cannot be closed unless you have a signature registered against it.
Asset Required for Form Closure	Ensures that the OHS Checklist cannot be closed unless there is an asset assigned. This is great for asset-specific compliance forms, as it prevents users creating the form against the task, rather than the asset.
Contractor Access	Indicates that this form is available to an AroFlo Contractor Login.
Send Edit Compliance Form Event Messages	Ensures that an event message is sent whenever a compliance form is edited.
Default Custom Layout	Once we have completed our OHS Checklist, we can create a specific layout that this form should be displayed in.

Click Save Checklist Items if you've made any changes.

Linking a Fail Action

Let's link the compliance form we created in our previous module to a Fail Action. For the field 'Area is clear of fires or exposed live wires', go to the 'Fail Action' dropdown and select 'Training Form'. This means that when you close the OHS Checklist you will be automatically prompted to use this custom form.

Remember to Save Checklist Items.

Using a Linked Template

Setting a Linked Template will put a link to the desired form under the checklist item. Linked Templates can link to any kind of form in the system, whereas Fail Actions can only be linked to custom forms.

For the 'Linked Template' dropdown for 'Area is clear of obstructions or pitfalls', let's add the 'Working with Heights' Risk Assessment we created in module 3.2.

Save Checklist Items