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Import & Edit Industry Inspection Checklists From Library (Web)
Import & Edit Industry Inspection Checklists From Library (Web)
Autumn Allen avatar
Written by Autumn Allen
Updated over 3 months ago

busybusy allows you to import industry-standard safety checklists to streamline your inspection process. You are also able to edit those imported checklists so you can customize them to better fit your company’s specific needs.

Important:

  • Importing and editing checklists is only available on the web version of busybusy.

  • Only users with the Manage Safety Inspections permissions can import and manage checklists. Learn more about that permission in our article HERE.

Import an Industry Inspection Checklist

  1. Access the Inspections Feature:

    • Navigate to the left-hand menu and click on Safety.

    • Select Inspections under the Safety heading.

  2. Import a Checklist:

    • Click the Import button.

    • Select the checklist you wish to import by checking the box next to its name.

    • Click the Import button at the bottom of the screen.

    • Importing may take several minutes, depending on your internet speed.

  3. Customize the Imported Checklist:

    • The imported checklist will now appear in your checklist list.

    • To edit the checklist title, click the Edit button.

    • To customize the checklist, click on it, then edit or delete categories and questions as needed by using the three dots in the upper right corner.

You can also jump to a video walking you through these steps by clicking HERE.

Edit Imported Checklist (Web)

  1. Access the Inspections Feature:

    • Navigate to the left-hand menu and click on Safety.

    • Select Inspections under the Safety heading.

  2. Select the Imported Checklist to Edit:

    • Click on the imported checklist you wish to edit from your list.

  3. Customize the Checklist:

    • 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.

  4. Save Your Changes:

    • Ensure all edits are completed and click Save to update the checklist.

Additional Information

  • You can edit, delete, or disable any question in an imported checklist, just as you would with a custom checklist.

  • You are able to customize imported checklists to align with your company’s unique safety standards and procedures.

  • Use busybusy's permissions settings to maintain control over who can edit important industry-standard checklists. Read HERE for more information on these permissions.

Import Inspection Checklist - Video

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