How do I upload a Checklist to the H&S portal?

Creating and uploading a checklist to the Health & Safety section is quick and straightforward. This method allows you to add a large number of questions at once, which is ideal for busy teams or organisations with multiple departments, without the need to input each question manually. 

1. Log in to the Health and Safety Portal.

2. Click on "Checklists" in the left menu bar or in the Home Page.

3. Select "Create/Manage Checklist" from the dropdown. This will open the page where you can create or import your checklists.

4. Go to "Import Checklists" at the top left of the page and click on "View Instructions".

   • Download the sample template provided.

   • The template supports various styles of checks and functionalities for flexibility.

   • Adding a 'due time' will prompt the team to complete checklists by a specific deadline - for example, ensuring that morning checklists are finished by 11am before the afternoon shift begins . 

5. Customize your checklist:

   • Choose different response types for questions.

   • Decide if questions should be mandatory or allowed to be skipped.

   • Please ensure all sections of the spreadsheet are completed, including the Subcategory, as every field is required.
     

6. Once you've created your checklist, save the document in CSV UTF-8(Comma delimited) (* .csv) and upload.
7. The checklist will be added to the bank of checklists in your portal.

Below is a typical example of a sample template showcasing the different response types.