Begin Creating Your First Checklist
To begin simply:
Go to Checklists on the left hand side menu
Click Manage to open the Checklist Manager.
Select Create Form.
Building Custom Checklists
When you’re creating a checklist, you can specify the type of form you want to build. This is useful for different operational needs such as daily pre-starts, plant/equipment inspections, or site safety checklists.
Once inside the Form Builder, click Form Options in the top tabs.
Select Form Type.
Choose from the available options:
Plant Checklist – typically used for daily operator pre-starts or plant inspections.
Site Checklist – typically used for site-level safety and compliance inspections.
You can then build your custom checklist by adding fields, sections, and rules to suit your organisation’s requirements.
Edit Custom Checklists
To edit an existing checklist:
Go to Checklists on the left hand side menu
Click Manage to open the Checklist Manager.
Locate the checklist you want to edit.
Click the 3 Dots to the right of the checklist.
Select Edit Checklist.
Important Notes
The steps above apply specifically to Pre-starts (Plant Checklists) and Site Checklists.
If you are creating a Maintenance Checklist, follow the instructions in the Maintenance section of the Configuration Panel instead.
If you would like Aquipa to configure your forms for you or receive training on the form builder, please submit a request through Support.