Set Up and Use Self-Assignment Checklists in SMS

Purpose

The purpose of Self-Assignment Checklists is to allow for the posting and completion of company checklists by employees without the need for scheduling/assigning. Using a company-specific URL, employees can see all checklists made available to them and select from the list to start a review. Upon completion of the checklist, an audit event with the results is created for recordkeeping purposes. This feature is perfect for those checklists completed often by employees (e.g. daily forklift inspections).

Making a Checklist Available for Self-Assignment (Admin)

1. Navigate to the Checklists page and locate the desired company-specific checklist (must be created from scratch or cloned from a J. J. Keller checklist).
2. Use the My Documents tab to view company-created checklists.
3. Open the checklist by clicking the name or View.
4. Click + Self-Assignment underneath the checklist title. The icon changes from a plus (+) to a minus (-) to confirm it is enabled.
5. Navigate to the Self-Assignment Checklists page to see all available checklists.
6. Optionally select a specific location from the dropdown on the right to filter checklists and get a location-specific URL.
7. Copy the Self-Assignment Checklists URL using the copy icon and share it with employees.

Customize Text on Self-Assignment Checklist Page

1. On the Self-Assignment Checklists page, click Customize Text.
2. Enter a custom message or toggle on the Default text. Text can be customized for the entire company or by individual location.
3. Click Save. The message displays at the top of the page employees see.

OR

Copy URL to Share with Employees

Click the Copy icon next to the Self-Assignment Checklists URL to copy it. You can share a specific location's URL by selecting a location in the dropdown on the right, then copying the URL.

Remove a Checklist from the Self-Assignment List

1. On the Self-Assignment Checklists page, click the ellipses next to the checklist.
2. Click Remove. Only admins can edit this list.

Completing Self-Assignment Checklists (Employee)

1. Employee accesses the shared Self-Assignment Checklists URL.
2. Click the ellipses next to the desired checklist and select Start Review.
3. Enter information about what is being reviewed, where, and who is completing the review.
4. Complete each section, saving responses until the full checklist is done.
5. A final results page appears and a completed Audit Event is saved back to SMS. Click Continue to return to the checklist grid.

Reminders

• Only company-specific checklists can be made available for self-assignment -- J. J. Keller library checklists must be cloned first.
• Customized text can be set for the entire company or per location -- make sure you have the correct location selected (or none for company-wide) before customizing.
• All sections of the checklist must be completed for results to be saved -- partial completions are not recorded.