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Checklists under Compliance help you complete recurring regulatory tasks on time.

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Open checklists

Go to Compliance → Checklists in the sidebar.

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Complete items

  1. Select the checklist instance for today or the current period
  2. Mark each item complete with notes or evidence where required
  3. Submit or save progress — incomplete items may generate reminders

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Frequency

Checklists can be daily, weekly, monthly, or custom. Your Administrator configures templates; Staff and Managers complete them. Completed checklist history supports inspection prep alongside Inspections management and Documents.
Managers should review overdue checklist instances from the Compliance overview alert panel each morning.