app how to checklists mobile app conducting checklists safe certified greenius app Conducting In-Field Checklists with the Greenius App

Overview

Field Checklists are the third and final step in the Greenius training process. Conducted live and in-person by a supervisor, crew leader, or manager, these checklists serve as a practical evaluation—reinforcing training and promoting safety, skill, and accountability in the field.

Complete a Checklist Using the Greenius App

Step 1: Open the App and Log In

1. Launch the Greenius Mobile App on your phone or tablet
2. Tap Crew Leaders & Field Supervisors

Step 2: Sign In

Enter your System Manager username and password to log in

Step 3: Access the Checklist Section

Scroll and tap Field Checklists

Step 4: Choose an Employee

1. From your Crew Member list, select the employee
   1. The left-hand column shows how many outstanding checklists are due per employee
   2. If an employee is missing, use the Company Directory link at the bottom

Step 5: Select the Checklist to Complete

1. You’ll now see the employee’s outstanding checklists
2. Tap on the checklist you’d like to complete

Step 6: Add Additional Employees (Optional)

1. To conduct the checklist with more than one employee, tap Select next to each additional name.
2. Tap Continue when ready.

Step 7: Adjust Participants (if needed)

1. To remove someone, tap the red icon next to their name.
2. When your list is correct, tap Start Checklist.

Step 8: Complete the Checklist

1. As the employee demonstrates each skill, check off the box next to each point.
2. Tap Next to move through the checklist pages.

Step 9: Sign Off

1. Both the employee and supervisor will be prompted to provide electronic signatures to confirm completion
2. Tap I Accept

Step 10: Confirm Completion

1. A confirmation message will appear
2. Choose whether to start another checklist
   • Tap Yes to begin a new checklist, or No to return to the dashboard