These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Checklist & SOP Management
- Process
- Checklist execution
Checklist execution
The Checklist Operator starts from the published revision. The execution run creates checklist records with their source identities and moves the definition into Executing. The Independent Reviewer later compares observed outcomes with evidence and assigns findings that need follow-up.
Step by step
-
Select published version Checklist Operator
Use the intended published definition and execution date.
- Use the intended published definition and execution date.
- Updates SOP definitions, Procedure steps
-
Start execution Checklist Operator
Record the durable run, create checklist records and move the definition to Executing.
- Record the run, checklist records and move to Executing.
- Updates Operation runs, Checklist executions, SOP definitions, State history
-
Record outcomes Checklist Operator
Capture ordered observations and supporting evidence.
- Capture ordered observations and supporting evidence.
- Updates Checklist executions, Evidence documents
-
Review findings Independent Reviewer
Assign rejected findings for resolution.
- Assign rejected findings for resolution.
- Updates Follow up actions, Checklist executions
Who does what
Roles and permissions- Checklist Operator
- , Independent Reviewer, Operations Lead.
Set up Checklist & SOP Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.