User instructions
Checklist document details
Identify the reusable checklist and its published revision
- In Checklist Editor → Library actions → New / Generate, enter the checklist name, equipment and optional code, such as AJ-MOB-001.
- Open Checklist details to set the code, owner or department, procedure reference and purpose or scope. You can also edit the title, stage names and tools.
- Choose Save details to draft, then Save draft in the editor to keep unfinished changes on the hub. After review, select Publish revision.
| Detail | How it is recorded |
|---|---|
| Created by / Created on | Recorded automatically when a new type is created. These fields cannot be typed over. |
| Approved by / Approved on | The signed-in administrator and time of revision publication. These are not free-text signature fields. |
| Code and revision | The code is your optional reference; the revision is assigned automatically at publication. |
| Record creator | The person creating an individual job record is recorded separately from the reusable template’s creator. |
The Checklist document details panel starts collapsed. Tap or click its heading to open it, and tap again to close it. Your choice stays in place while the record refreshes. Opening another record or reloading the page starts with the panels collapsed again. The same document information is included in PDF exports, whether the panel is open or closed. Times are identified as UTC.
A prepared document import keeps source references separate from application authorship. Resolve its Import review points, including uncertain source revision or approval status, before publishing.
The collapsed document panel also shows Linked original documents when sources were selected. These identify the original file revision, not the app’s checklist revision. Expand the panel to open/save the file through the hub.