Creating custom safety checklists in busybusy allows you to tailor inspections to meet specific needs, ensuring thorough safety checks. Editing a custom inspection checklist in busybusy allows you to update or modify the checklist as your safety requirements evolve. These features are only available on the web.
Use the table of contents on the right to navigate to different sections of the article, including a video on how to create your own checklist.
Do you need help creating an inspection? Check out our article HERE for steps on how to do that!
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Create a Custom Inspection Checklist
You can also click HERE to jump to a video that will walk you through how to create your checklist.
Access the Inspections Feature:
Navigate to the left-hand menu and click on Safety.
Select Inspections under the Safety heading.
If this is your first time using the feature, click on the blue Manage Checklist button.
Create a New Checklist:
Click the Create button.
Enter a name for your checklist.
Optionally, limit visibility by clicking the Limit Inspectors box and selecting specific employees.
Click Submit to save your checklist.
Add Categories and Questions:
Click on the checklist you’ve just created.
Click Add Category, enter a name and click Submit.
To add questions, click Add Question, type your question in a yes-or-no format, and add any necessary recommendations.
Click Submit to save your question.
Edit or Delete Categories and Questions:
To edit or delete a category, click the three dots in the upper right corner of the category.
To edit or delete a question, click on the question or the three dots next to it, and make the necessary changes.
Create Custom Inspection Checklist - Video
Edit a Custom Inspection Checklist
Access the Inspections Feature:
Navigate to the left-hand menu and click on Safety.
Select Inspections under the Safety heading.
Select the Checklist to Edit:
Click on the checklist you wish to edit from your list of checklists.
Edit Categories and Questions:
To edit a category, click the three dots in the upper right corner of the category and select Edit.
Make the necessary changes and click Submit.
To edit a question, click on the question itself or the three dots next to it, make your changes, and click Submit.
Save Your Changes:
Ensure all edits are completed and click Save to update the checklist.
Limit Inspection Checklists to Certain Employees
This function is limited to users with the permission to Manage Safety Inspections. You can learn more about that permission HERE.
Access the Inspections Feature:
Navigate to the left-hand menu and click on Safety.
Select Inspections under the Safety heading.
Limit Inspectors:
Click the Limit Inspectors box within the checklist settings.
Select the employees who will have access to this checklist.
Click Submit to save your changes.
Best Practices
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