With the whole team filling out Checklists to document their on-site activities, the last thing you want is to have to dig through stacks of paper or piles of binders when you need to find specific documents. Thankfully, with Raken you won't have to. All Checklists that are signed and completed are available immediately in the Raken web app so that you can quickly find the exact safety audit or JHA you're looking for. Check out the process below to learn how from the project or company level.

Steps - Company

  1. Login to the Raken Web App and click on the Company tab at the top of the screen.
  2. Click on the Safety & Quality tab and then choose Completed in the top left of the window.
  3. All completed Checklists from your active, inactive, and deleted projects will appear on the list so that you can always reference older documents.
  4. Click on the three dots to the right of a Checklist to view, download, share, or delete it.
  5. Click the column headers to sort by Checklist name, date completed, project, author, or attachment status.
  6. Click on the search bar above and to the left of the list to search the Checklists by name.

Steps - Project

  1. Login to the Raken Web App and click on the Project tab at the top of the screen, then select the project for which you want to view Checklists.
  2. Click on the Safety & Quality tab in the top left of the window.
  3. All completed Checklists from the selected project will appear on the list so that you can always reference older documents.
  4. Click on the three dots to the right of a Checklist to view, download, share, or delete it.
  5. Click the column headers to sort by Checklist name, date completed, author, or attachment status.
  6. Click on the search bar above and to the left of the list to search the Checklists by name.
  7. Click on the green ☑ Start Checklist button in the top right to begin working on a new Checklist.

Steps - Mobile

  1. Login to the Raken Mobile App and tap on the project for which you want to view Checklists.
  2. Click on the Safety & Quality tab at the bottom of the screen and then tap into the Completed section in the top right.
  3. All completed Checklists from the selected project will appear on the list so that you can always reference older documents.
  4. Click on the name of a Checklist to view it.
  5. While viewing a checklist, click the share icon in the top right to send the Checklist by email or text.
  6. Click on the search bar above the list to search the Checklists by name.
  7. Click on the green + button in the bottom right to begin working on a new Checklist.

Considerations

  • To delete completed Checklists, you need to have either Account Admin or Admin level permissions.
  • Checklists are only available on the Performance Plan. If you'd like to learn more about upgrading please check out our Pricing Page.

Related Articles

Getting Started with Raken Checklists

Building Custom Checklists in Raken

Completing Checklists in the Raken App

More Questions?

Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!

Did this answer your question?