This section takes you through the steps of creating a checklist via the web

1. Log in to the Site Manager web platform.
2. From the left-hand menu, select Checklist.
3. Click + Add New Checklist on the upper-right corner of the checklist.
4. On the Checklist Details page, fill in the following:
   Title – Name of the checklist.
   Category – Primary classification to group checklists, inspections, and SOPs.
   Subcategory – Secondary classification for refined organization.
   Description – A brief explanation to help your team understand the checklist’s purpose.
5. Manage Access: This allows you to assign checklist users or groups by using a dropdown selection feature.

Note: To conduct inspections, the checklist must be published, and the related sites and machines should be assigned to the user

6. Pages & Sections:

The Title Page (mandatory) shows essential details like site, asset, and conducted by.

Organize questions into Pages and Sections for better clarity.

Add questions and choose the appropriate Answer Type.

Upload questions directly from Excel if available.

Duplicate sections/questions for recurring tasks.

Rearrange sections or questions easily using the drag-and-drop option (six-dot menu).

7. To make the checklist live, click Publish in the top-right corner.

If you’re not yet ready to publish, you can return to the checklist list and resume later. Your progress is automatically saved as a draft while creating the checklist.