Open Compliance → Checklists → Templates in your centre team to create a reusable checklist. Draft changes save automatically; wait for All changes saved before leaving.
Template management is available to centre managers and owners with the required access when new Compliance work is enabled.
Organisation templates
Published organisation templates appear below Centre templates. You can review and select them when starting a checklist. They are read only in the centre; ask an organisation administrator to change them.
1 Organisation templates.
2 Read only in the centre.
Create and publish a template
Select New template and enter a Checklist name. Add a description if it helps your team.
1 Templates.
2 New template.
Name the first section, then enter each check. Use the optional guidance fields to explain what educators should look for.
Editor: 1 Checklist name.
Editor: 2 Section name.
Add reference file provides supporting guidance; it is separate from evidence collected when completing a check.
Choose each check’s evidence requirement: Optional, Required when passed, Required when there is an issue, or Always.
3 Evidence options. Always requires a photo or file for both outcomes.
Check All changes saved. Use Save draft to save now or retry an unconfirmed save. Keep the editor open until saving is confirmed.
4 Saved status.
5 Publish when ready.
Select Publish, then confirm in Publish this checklist?
6 Confirm publication.
A published version is fixed so completed runs retain the exact checks people answered. To change it later, choose Edit as new version.
Publishing makes the template available for use; it does not create a schedule or complete any checks. Centre-owned templates belong to the centre you are working in.
Examples show demo controls.