Safety Checklists

How to use the Easy Desk interface to capture Safety Checklists quickly from the field.

1. What it is

Document daily or weekly safety compliance and toolbox talks.

2. When to use it

Use this module whenever you need to officially document conducting morning safety meetings or hazard checks without navigating through complex project menus.

3. How to access it

From the main Easy Desk dashboard (on mobile or desktop), locate and tap the Safety Checklists module icon.

4. How to create a record

1. Select the Project this record belongs to (Required).
2. Fill out the required information:
   • Checklist Items Confirmed
   • Supervisor Signature
   • Identified Hazards
3. Add any optional notes or context.

5. Attachments & Photos

6. Saving, Editing, and Deleting

Click Save Record to commit the document to the database. The system will confirm the record has been captured successfully.

7. Relationship to Pro Mode

Once saved in Easy Desk, the Safety Checklists record is automatically routed to the corresponding Project folder in Pro Mode. Office staff can instantly view, cross-reference, and export this record alongside all other project documentation.