Field Checklists
The Checklist step is the most important piece of Greenius Training. Follow this guide to learn about Greenius Checklists and how to conduct them with your staff.
Greenius Checklists are the third and final step of the Greenius training process. Checklists are completed by a supervisor / crew lead / manager with their employees, live in the field. This is essentially an infield evaluation, or "practical exam" for the staff. This is a great way to reinforce learning and ensure accountability with your crew.
Checklists are only available to complete with staff once they have passed the exam for the associated course.
Conducting a Checklist with the Greenius App
Step 1: Sign in to the Greenius Mobile App on your phone or tablet and tap> Crew Leaders & Field Supervisors. Note; This is below is how your screen will look when using a tablet, however if you are using mobile phone, you will see essentially the same thing just in a slimmer orientation.
Step 2: Enter your Greenius System Manager username and password to log in
Step 3: Scroll down and tap> Field Checklists
Step 4: Select one employee from your list of Crew Members. You will see how many outstanding checklists you have to complete for your staff in the left hand column. If the employee you are looking for is not listed, you can find them using the company direction link at the bottom of the page.
Note: If you do not have a crew set up, you can learn how to create a crew here.
Step 5: From here, you will have access to this staff member's outstanding checklists. Select the Checklist which you would like to complete
Step 6: Here you can add additional employees who have the also completed this course in order to conduct the checklist with more than one employee at the same time. Tap > Select to the left of their name to add them if desired. Adding addition employees is optional. Scroll down and tap > Continue
Step 7: If you accidently added someone to the Checklist who isn't there, or if they suddenly have to leave, you can remove them by tapping the Red Icon to the left of their name. When ready, scroll down and tap > Start Checklist
Step 8: Go through the various checklist points, having your employee demonstrate the required tasks or skills to do. As your employees completes or demonstrates these points to you, tap the Check Box to the left of each point. When each page is complete, tap> Next. Repeat the same process until you are through all of the points.
Keep in mind that you can customize any of the points listed, if you do not like the wording or if you have a particular piece of equipment that requires something different than what we have listed. You can also add your own custom points, or delete any of our points completely. Learn how to edit checklists here.
Important Note: if your employee misses a point from this list or doesn't do something correctly - not to worry! The entire point of completing these checklists is to identify any potential coaching opportunities and prevent accidents, injuries or property damage, before the employee gets into the field on their own. Once you have advised the employee of their error and coached them on the issue, simply check off the item and continue on.
Step 9: Staff members and the supervisor will be prompted to sign off on an e-signature to confirm that the Checklist has been completed. Sign and tap > I Accept
Step 10: You will then be notified that the Checklist has been complete. From here, you are able to select if you would like to start a new Checklist review. Tap> Yes or No
Congratulations! You've completed a checklist with your employee and officially Safe Certified them on that course!
Don't forget, you can always view a completed pdf of this checklist, which includes both employee and supervisor signatures. Simply locate the employee from your Greenius dashboard and click on the yellow Safe Certified course icon. You can also view all completed checklists from the orange Tasks button next to each employees name.
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