Before your team starts using Checksheets for real work, walk through this checklist in order. Each step builds on the one before it, so completing them in sequence gives you the smoothest launch.

Go Live checklist

  1. Set your timezone
    • Go to Settings and pick your agency's timezone.
  2. Add qualifications
    • Create the position types your agency uses, such as Firefighter, Driver, Officer, and any others that apply.
  3. Assign roles and qualifications to users
    • Your people already exist from SSO. Open each user and assign the correct roles and qualifications.
  4. Create your first template
    • Build a checklist template with sections and items.
    • Choose the field types that fit your inspection: pass/fail, text, counts, signatures, file uploads, or any combination.
  5. Publish the template
    • Move the template from draft to published so your team can use it.
  6. Assign checksheets (optional)
    • If specific people need to complete specific checklists, assign them so the checksheet appears in their queue.
  7. Have your team do a practice run
    • Each person signs in, starts a checksheet, fills it out, and submits.
    • Review the results to make sure the template works as expected before going live.