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Start and complete a Compliance checklist

Choose a published checklist, record each response and keep the completed record.

Written by Himal Randeniya

Open Compliance → Checklists → Current, then select Start checklist to begin a one-off run from a published template.

Complete the checks

  1. Choose the checklist template and the relevant room or Whole centre, then start the checklist.

  2. Work through each check. Select Pass when the requirement is met. If you find a problem, use Log issue and follow the prompts.

  3. Add any required evidence. Watch the answered count at the top to see what remains.

  4. When all checks are answered and the requirements are met, select Complete checklist.

A documentation example checklist with callout 1 on answered progress, 2 on response choices and 3 on Complete checklist.

1 Check your progress. 2 Record the result. 3 Complete the checklist.

The saved record shows its completion time and the answers recorded. Return to Checklists → History to find completed runs.

If Start checklist is unavailable, check that you are in the correct centre. Your organisation administrator can check access and whether new Compliance work is enabled.

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