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Creating required safety checklist before job close

Keiko Tanaka

We're evaluating FieldPulse for our industrial maintenance division and have a critical compliance requirement. We need to ensure technicians cannot mark a work order as "Complete" until they have submitted a specific safety checklist.

Is this currently supported? If so, what is the recommended configuration approach to enforce this at the work order level rather than relying on technician discipline?

Our auditors will need to verify that the checklist was completed before closure, so any gaps in enforcement would be problematic.

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  • 0

    Hi Keiko, happy to help with this!

    Yes, you can enforce this using Required Checklists tied to work order closure. Here is the setup:

    1. Navigate to Settings → Forms & Checklists → Templates
    2. Create or edit your safety checklist template
    3. Toggle "Required before work order completion"
    4. Under Apply Automatically, select the job types that require this checklist (e.g., "Industrial Maintenance")

    With this enabled, technicians will see a blocking message if they try to change status to Completed without submitting the checklist. The work order literally cannot proceed.

    For audit purposes, submitted checklists are timestamped and attached to the work order permanently — even if edited later, the original submission is preserved.

    Would you like me to walk through setting this up for a specific job type, or do you have questions about the audit trail?

  • 0 in reply to Priya Nair (Staff)

    Great questions, Keiko.

    1. Supervisor sign-off: Not native to checklist submission, but you can add a Signature field to the checklist template itself. The technician would hand the device to their supervisor for sign-off. If you need true workflow enforcement (supervisor must approve before closure), that would require a custom status workflow — I'd recommend our Safety Form Requirements article for the advanced options.

    2. Compliance reporting: Yes — Reports → Checklists → Completion by Job shows checklist status for all work orders. You can filter by date range, job type, and completion status. Export to CSV for auditor review.

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  • 0 in reply to Priya Nair (Staff)

    Great questions, Keiko.

    1. Supervisor sign-off: Not native to checklist submission, but you can add a Signature field to the checklist template itself. The technician would hand the device to their supervisor for sign-off. If you need true workflow enforcement (supervisor must approve before closure), that would require a custom status workflow — I'd recommend our Safety Form Requirements article for the advanced options.

    2. Compliance reporting: Yes — Reports → Checklists → Completion by Job shows checklist status for all work orders. You can filter by date range, job type, and completion status. Export to CSV for auditor review.

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