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Add a new plant check using the wizard

Use the Add Check wizard to set up routine or statutory checks for a specific plant item.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Add Check wizard​

In the plant admin area, open the Add Check wizard for the required plant item to start creating a new check.

Open the Add Check wizard

Step 2: Confirm the check type​

Review the preselected check type (for example, a daily pre-use check or a LOLER thorough examination) and click Next to continue.

Confirm the check type

Step 3: Set the check cadence​

Choose how often the check should take place, then click Next to move on to responsibility settings.

Set the check cadence

Step 4: Assign responsibility for the check​

Specify who is responsible for carrying out the check, then click Next to proceed to the confirmation screen.

Assign responsibility for the check

Step 5: Enter certificate expiry details for LOLER checks​

When creating a LOLER (Tier-2) check, enter the current certificate expiry date into the date field before continuing.

Enter certificate expiry details for LOLER checks

Step 6: Review and add the check​

Confirm the plant details, check type, cadence, responsibility, and any certificate expiry information, then click Add check to save and close the wizard.

Review and add the check

Last updated: 2026-07-16