User instructions
Use an optional live checklist
Add job-specific tasks as the work develops
Live mode applies to one record and starts off by default. It is useful for a mobilisation or other evolving work list. It does not change the master template or enable live changes on other records.
- When creating the record, tick Live checklist. For an existing record, the creator, a supervisor or an administrator can select Enable Live checklist and record a reason.
- While connected, choose Add live item. Enter the task, section and applicable open stage, then save. On the PC, use Records → Manage / Live edit.
- Review the updated list with the team. Each new item starts Pending; earlier completed checks and readings remain intact.
- Continue checking the items and complete the team readiness step again before finalisation. Turn live editing off when no further structural changes are needed.
Protected items
Only genuinely unused items can be reworded or removed. Items with recorded work and finalised stages are protected. Add another task rather than rewriting evidence already recorded. An administrator is required to add or change a live item that carries an approval requirement.
Updates on other devices
Connected, active phones receive changes on their next refresh. A sleeping or disconnected phone receives them after it resumes and reconnects. Refresh and confirm the latest list before relying on it. Local work against a changed item may need review rather than automatic submission.
From the PC, an authorised user can add instruction pictures and explanations when adding or editing an unused live item. Pictures in existing saved work are not replaced. Introduction changes are master-draft changes for future records only.
An administrator may set Off, Optional or Required photo evidence when adding or editing an unused live item, on the PC or through the browser. A creator or supervisor cannot remove a photographic-evidence requirement. Once work is recorded, add a new item instead of changing its definition.