User instructions

Build a checklist type

Browser alternative: Administration > Templates & routines supports checklist/routine text authoring, hub drafts and separate publication review. Native Admin remains available for imports, original documents, source-review resolution and reference pictures. See Browser checklist and maintenance authoring.

Create a reusable template, not a completed record

1. Choose New / Generate. Enter the checklist name, equipment/system and optional code. Choose one or two stages and name them. To change the stage count of an existing type, create a new type.
2. Start blank or paste an outline. Alternatively, use Example setups → Use example as new draft. This creates a separate draft without replacing another checklist or copying completed answers.
3. Use Manage sections, Add item, Edit item, Remove and the move buttons to organise the tasks. Set each item’s stage(s), readings, units and required fields.
4. Choose Separate approval only for items needing a named or department reviewer. Photographic evidence can be Off, Optional or Required; it is separate from reusable instruction pictures.
5. Use Introduction & pictures before the list and each item’s Pictures & notes for guidance. Import checklist… accepts a prepared .ajcheck package. Preview the complete draft.
6. Choose Save draft to keep unfinished work. After review, use Publish revision, enter a change summary and confirm. Existing records keep their original checklist; use optional Live controls for eligible changes to one active record.

Examples and reviewer setup

Examples demonstrate sections, readings, stages and approvals; they are not complete or approved procedures. Replace sample wording and review every requirement. Use Check reviewer setup to see missing departments or enabled reviewers. Configure membership before publishing. The practice numeric range is a demonstration, not an operational limit.

Paste your own outline

Use Show text-format example in New / Generate. Enter one item per line and start section headings with #. The generator arranges your text; it does not write procedures or invent safety limits.

# Preparation
Record the approved procedure reference
# Handover
Record the handover evidence reference

Use Link originals… to connect the draft to saved source documents. This does not generate checklist items or substitute a file upload for operational review. Save and publish deliberate link changes for new records only.

Open the example checklist guide to compare every item, stage, reading and approval rule.