- Get started
- 2. Prepare your organization
- Digitize checklists (Part 1)
Digitize checklists (Part 1)
Learn how to digitize your checklists and drive efficiency across your organization with templates.
How do I digitize my checklists?
After you have set up your SafetyCulture organization, it’s time to start digitizing your checklists. You may have paper forms piled on your desk, digital copies stored on your device, or are thinking about creating new ones but unsure where to begin. There are three sure-fire ways to start this process.
Download templates from the Public Library: We have thousands of templates in every industry you can think of, all of which you can download for free! From health and safety audits to risk assessments to vehicle inspections, search for topics you need or try out featured ones.
Convert your existing forms: You can upload anything on hand, and we'll convert everything for you.
Explore the Templates feature: As early as now, we want to highlight that it is always best practice to learn how to build templates from scratch using Templates in SafetyCulture. This will allow you to easily change your templates as you improve your workflows.
1. Download templates
The Public Library is where SafetyCulture users from different industries can share the templates they've created with each other. With hundreds of thousands of free templates, you can use a template to start inspections immediately or edit them to make them your own.
We encourage customers to share templates they've created with the SafetyCulture community by uploading them to the Public Library.
What you'll need
Download a template
Select Templates from the left-hand side menu.
Select Public Library tab on the top of the page.
On this page, you can search for a template by entering keywords in the search field, filtering by industry from the dropdown menu, or browsing through the list.
Choose to download and edit the template or download and start a new inspection:
If you want to download and use the template to start an inspection straight away, click Import & start inspection. This downloads the template to your account and takes you to the new inspection.
If you want to download and edit the template, click Edit questions.
If you want to download a template to PDF:
In the Public Library, search for the template in the search field or select from "Categories" and click Print as PDF.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Public Library from the list.Tap the
at the upper-right corner of your screen.
On this screen, make sure "Show my uploaded templates" is turned off and select how you want to sort the Public Library templates.
Tap
at the upper-left corner of your screen.On this screen, you can tap the magnifying glass icon to search for a template by keywords, or tap CHANGE to filter by industry, or browse through the list.
Tap the template you want to download.
Tap Download to download the template to your account. Once the download is complete, you can start an inspection with the template straight away by tapping START INSPECTION.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Public Library from the list.Tap the
at the upper-left corner of your screen.
On this screen, make sure "Show my uploaded templates" is turned off, select how you want to sort the Public Library templates, and tap Select Industry to filter your search by industry.
Tap Done at the upper-right corner of your screen.
On this screen, you can search for a template by keywords or browse through the list.
Tap the template you want to download.
Tap Download template to download the template. Once the download is complete, you can start an inspection with the template straight away by tapping Start inspection.
2. Convert forms
Converting existing forms or checklists and adding them to SafetyCulture improves data accessibility and storage, helps you collect and analyze your data easily, and streamlines your organization's workflows. You can cut down on paper and storage costs and significantly reduce your team's turnaround time.
We understand that the template might sometimes not turn out to be exactly what you're after. We encourage you to edit your template further and give your own finishing touches to make the best version of your forms for your team.
You can convert images (JPEG or PNG) up to 10MB or PDF files up to 20 MB.
What you'll need
If you have a Word or Excel file, you can convert it to an image or PDF or upload your document for our customer enablement team to convert the template for you manually.
Convert an image or PDF form into a template
Select Templates from the menu on the left-hand side.
Click
Create on the upper-right corner of the page.Click
Convert an image/PDF.
In the pop-up window, click browse to upload your image or PDF file, or drag and drop your file in the "Drag your form here" box. Then, click Continue.
This starts the template conversion. You can keep track of the progress as content populates in Templates.
Edit your template as needed.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Templates tab at the top of your screen.
Tap
at the lower-right corner of your screen.From the pop-up menu, select
Upload media.Create your template using one of the following options:
Take photo: Use your device's camera to take a photo of your existing form.
Select photo: Choose images of your existing form to upload from your gallery. Please note that you can only upload 6 images at a time.
Upload PDF: Upload a PDF file from your device.
← Previous article: Manage your users (Part 3) | Next article: Digitize checklists (Part 2) →
Was this page helpful?
Thank you for letting us know.