Navigate to the Checklists area:
Click Health and Safety > Checklist
Use the search filters at the top to locate the checklist.
Example: Click Company Checklists
Click View to open it for editing.
To assign the checklist:
Go to Stage 3 – Assign Checklist.
Click the pink Assign button.
Choose:
The employee to assign the checklist to.
The relevant site.
Whether the checklist should be recurring or scheduled for a specific date.
If recurring, choose the frequency for the checklist
If recurring (weekly to annually), decide whether the completion date is flexible. This allows the checklist to be completed before or after the scheduled date. The window is predefined, and varies from 3 days to 30 days, depending on the frequency.
Click Assign to confirm your choices.
How to Complete and Preview a Checklist
Go to the Preview section.
Scroll down and click the pink Done button to finish setting up the checklist.
The checklist will now appear as a task for the assigned employee, who can then complete it in Atlas.