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Assign Checklists to Teams / Members of Staff

Once you have created a checklist in the Checkit Control Centre you have to assign it to staff teams before they are able to access it. We refer to this as assigning ‘work’.

All Checkit users are created as members of a team (and teams are associated with locations). You assign checklists to teams. The Login page of the App/the Checkit Memo automatically lists the names of all the members of any team you assign to a checklist.

Additionally, to use the App or the Checkit Memo, each user will require a security PIN number known as a “Memo PIN” which they are prompted to enter when using the App or the Checkit Memo, after they select their name on the login page. This PIN is entered as part of their user record: refer to Creating a Memo PIN for details.

Only Safety Managers, Administrators and Supervisors can create, update and delete teams and users. Supervisors cannot create, amend or delete Safety Managers or Administrators. 

The process of assigning checklists to teams in Checkit is known as ‘Work’. To open the Work page used to assign work to teams:

  1. Using your PC/laptop – not the App - login to the Checkit Control Centre
  2. Select Configuration, Work Management, View/Edit
  3. Select the Work tab.

The page lists existing work assignments which you can edit.

To create a new assignment select Create New.

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