Review compliance checklists
Use the Compliance Checklist widget to review safety, quality and environmental checklists, track progress, and see upcoming items and inspection history.
This guide is designed for project manager.
Steps
Step 1: Open the Compliance Checklist widget
Locate the Compliance Checklist widget on your dashboard, identified by the clipboard and shield icons and the checklist title in the card header.
Step 2: Check overall compliance progress
Review the progress indicators for each checklist, including the number of completed versus total items and the progress bar showing overall completion.
Step 3: Review checklist categories
Look at the category labels or icons (such as safety, quality, or environmental) to understand which area each checklist relates to.
Step 4: View upcoming checklist items
In each checklist card, review the list of next items, including their titles, due dates shown with the calendar icon, and completion status indicators.
Step 5: Check inspection history
For each checklist, note the last inspection date displayed so you can see how recently compliance was reviewed.
Step 6: Refresh checklist data
Select the refresh button with the circular arrow icon in the widget header to reload the latest compliance data from the system.
Step 7: Understand loading and error states
When data is loading, observe the skeleton placeholders, and if an error occurs, read the alert message to understand what went wrong and whether you should try refreshing again.
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Last updated: 2026-02-02