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How to Activate a Checklist

Written by Maddie Kidd

Updated at September 2nd, 2024

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In your Safe365 account you can have as many checklists as you like. If you don't use the checklist often, you might want to deactivate it. This means it isn't available for users in the Safe365 app, and then you can reactivate it when it's ready to be used. 


How to Activate a Checklist:

  1. Navigate to the Performance Dashboard.
  2. Click into ‘Checklists’.
  3. On the Checklist you need to Activate, click ‘Options’.
  4. Click ‘Activate’.

The checklist will now push to the Safe365 app.

Note - if you are testing straight away, you might have to force a refresh of the app. You can force a refresh by pulling down from the top on the Dashboard screen.

list initiate

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Related Articles

  • How to Create a Checklist
  • How to Archive Checklists Reports
  • How to Close/Complete Checklist Reports
  • How to Edit a Checklist

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