Adding a form or checklist to your equipment type ensures that key safety and inspection steps are always completed. It standardises the process, helps capture important information such as condition, mileage, or photos, and keeps a full digital record for accountability and compliance.
Adding a Form
Select Equipment Tile and Types Tab
Open an Equipment Type Profile.
On details tab, navigate down to the Checklists box.
Select the + button
A picker list will appear — select your desired checklist and press Select.
When checklists added, press the green save button.
NB: Create your checklists first – to do this see Create a new form. Typical checklist questions might include:
Taking a photo of the equipment.
Logging readings (fuel, battery, mileage).
Confirming condition or damage.