Who can do what
Compliance users set up and manage the checklist template. Any staff member with access to the Hazard & Premises module can complete a daily check — you don’t need compliance access to do the walkthrough.Setting up your template
Before your team can complete daily checks, a compliance user needs to configure the template. Go to the Daily Checks tab in the Hazard & Premises module and open the template settings. For each item on your checklist, you can set:- Label — what the item is checking (e.g. “Outdoor gate latches secure”, “No trip hazards in main room”)
- Premises location — optionally link the item to a specific area of your centre
There’s one active template per centre. If your centre has multiple distinct areas, use the premises location field on each item to organise the checklist rather than creating multiple templates.
Completing a daily check
From the Daily Checks tab, click Start Check to begin. The active template loads with all items listed. For each item:- Mark it Pass or Fail
- Add optional notes — particularly useful if something needs follow-up even if it passes

