Start a Checklist

Whether you are performing a daily safety inspection, completing an autonomous maintenance sweep, or carrying out a quality audit, starting a checklist in TeamAssurance takes just a few taps.

This guide covers the three primary ways to launch a checklist and how to navigate through your checks on the shop floor.

3 Ways to Launch a Checklist

Depending on your daily routine and workstation set-up, you can access active checklists using any of the following methods:

1. From the Checklist module

Best for: Ad-hoc inspections, incident checks, or un-scheduled audits.

  1. Navigate to Checklists in the main navigation menu.
  2. Tap the NEW CHECKLIST button (bottom right)
  3. Search or select from the Templates list (e.g., Safety Walk, 5S Audit, Quality Check).
  4. Tap Start and select the relevant team if prompted.

2. Scan a QR Code

Best for: On-the-spot inspections, machine-specific routines, and site audits.

Pre-requisite: someone has printed the QR code for a template or schedule.

  1. Open the camera app on your mobile device or tablet.
  2. Point your device camera at the QR code located on the machine, workstation, or area asset tag and scan.
  3. The corresponding checklist will open immediately.

3. From Your Scheduled Tasks & Huddle Board

Best for: Daily/shift routines and recurring operator checks.

  1. You will receive an email notification with a link if a schedule is assigned to you. But you might also have an Asset Report displaying the schedule, or have a Filtered Checklist report on your Team Dashboard.  Otherwise checklists assigned to you can be found via your personal Task List.
  2. Locate the scheduled checklist and open.
  3. The checklist will display, and you can tap START or CONTINUE.

Executing the Checklist

Once your checklist is open, follow these operational best practices:
  • Answering Questions: Select your responses (Pass/Fail, Yes/No, or numeric entries).
  • Adding Evidence: If a step requires proof or clarification, tap the Camera icon to capture a photo or video directly within the question.
  • Adding Notes: Tap the Note icon to attach context or comments to specific checks.

What if a Check Fails or Out-of-Spec Conditions Occur?

If an answer triggers a fail condition, do not leave it unmanaged:
  1. Flag a Issue / Task: Tap Link on the flagged question to raise an action and assign with a due date, or Quick Link to raise an action that will be set as completed (e.g. to make a record that the issue was resolved at the time).
  2. Assign Context: Select a brief description, assign a priority level, and assign it to a responsible owner.
  3. Continue the Run: Complete the remaining questions in your checklist—your flagged action will automatically link to this completed checklist.

Submitting Your Checklist

Once all required questions are answered:
  1. Tap Mark as Done (or Save in Progress if you have not finished and will return to it later).
  2. The completed report status is instantly updated, and real-time operational data updates across your team's dashboards.

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