Job checklists
The steps that have to happen every time, ticked off on the job instead of remembered.
Turn a routine into a reusable job checklist, then give the crew a clear sequence to work through. Each job keeps the steps copied from its template, so editing the routine later does not rewrite work already underway.
Write the routine once
- Build a named template as an ordered list of steps, in the words your crew actually uses.
- Tag a template to the kind of job it belongs to - reactive, recurring or project - so the right one is offered first.
- Edit a template as the routine changes, without touching the jobs already running.
Tick it off on the job
- Apply a template to a job and it becomes that job's own checklist, with its own steps.
- Each step records when it was ticked, so the completed list is a record, not a memory.
- Open the Job within its Jobsheet to find the checklist alongside time, materials and safety records.
Why it is separate from a JSA
- A JSA assesses hazards and controls before the work; a checklist is the list of steps during it.
- Both sit on the same job, so a routine service can carry its tick-list and its safety plan.
- Keeping them apart means a quality checklist never gets mistaken for a risk assessment.
Common questions
- How is a checklist different from a JSA?
- A JSA is a risk assessment: hazards, a risk rating and the controls you will use. A checklist has none of that - it is an ordered list of yes/no steps for a routine job. They are deliberately separate subsystems, and a job can carry both.
- Can I have different checklists for different kinds of job?
- Yes. Each template can be tagged to reactive, recurring or project work, so the ones that fit the job you are on are offered first.
- What happens to a job's checklist if I change the template later?
- Nothing. Applying a template copies its steps onto the job, so jobs already underway keep the list they started with and only new ones pick up your edit.