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Build checklists

Checklists turn recurring controls into verified facts. Building one takes two steps: create the verification lines, then assemble them into a checklist attached to a site and a post.

Create the verification lines

  1. Open Hamilton Security and click Administration in the left menu.

  2. In the Checklists section, click "Checklist lines management".

  3. Add each control line — one verification per line ("Emergency exit B unlocked", "Extinguisher hall A in place").

Assemble a checklist

  1. In the Checklists section, click "Checklists management", then Add.

  2. Fill in the checklist header — errors guide you:

    • Site (mandatory).

    • Post (mandatory): the workstation the checklist belongs to.

    • Checklist name (mandatory).

    • Number (numeric, unique per site — "must be unique per site" otherwise): the checklist's order.

  3. Validate, then open the checklist to compose its lines:

    • Move lines from "Possible choices" to "Selected choices" with the arrow buttons.

    • Order them with the up/down buttons — the order agents will follow on the ground.

  4. Validate.

How agents use them

Agents fill the checklist from the Checklists menu or automatically during the start-of-shift sequence: they tick each controlled line, comment anomalies, and validate — see "Complete checklists" in the user guides. Supervisors filter incomplete checklists and those with observations.

Good to know

  • One checklist per post and purpose beats one giant list: short checklists get completed.

  • Completed checklists land in the duty log under the Checklists type filter.

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