checklist checklists greenius app app settings editing checklist course customize Training Checklists

In Greenius, the Checklist is typically the third and final step to safe certify your employees on a particular course. After employees watch a video and pass the exam, they will go into the field with their supervisor and go through a checklist of items, essentially confirming they know how to use that piece of equipment. In this article, learn how to create a Custom Checklist or edit an existing Checklist, print or bypass a Checklist.

In this article:

Create a Custom Checklist

Assign a Checklist to an Employee

Edit a Training Checklist

Conduct an In-Field Checklist

Print a Training Checklist

Skip Training Checklist

Create a Custom Checklist

In the case that there is a particular piece of equipment that Greenius does not offer a course on, you can create a Custom Checklist on that course and review that information in the field with that employee. Follow the steps below to learn how to create a Custom Checklist. 

1. In Greenius, navigate to Training Library > Checklists
2. Click on the green circle + in the bottom right corner of this page.
   
3. Give this Checklist a name
4. Select either Spanish or English
5. Click the Next > button at the bottom
6. Enter Checklist Topic (e.g. "Identify the Parts of the Toro Snow Blower")
   💡This will be the title of the page and what will show up in red on the Checklist Library page. 
7. Add points using the green '+' button. Add as many as necessary. (e.g. wheels, intake, auger, throttle) 
   💡These are the parts of the equipment that the you (the supervisor) will check off as your employee identifies each.
8. Click Save Topic when you're ready to move to the next topic.
   
9. Fill out the second topic page just like you did in steps above. Continue creating topics by clicking Save Topic. 
10. When you are finished creating topics, click on the Create button in the bottom right, then Save and Continue in the popup.
    
11. Click Create again to get back to the Checklists page.
12. Your Custom Checklist has been created, you will find it on the Checklists page.

Create a Custom Checklist Video

Assign a Checklist to an Employee

1. Navigate to Employee Training > My Employees
2. Select an employee
3. On this page find the Tasks button over to the right
4. Click open the dropdown and select Edit Employee Details
   
5. Scroll until you find that Topic and click the box to the left of it.
6. At the very bottom, assign a due date (optional)
7. When finished, click Save Changes
   

Edit a Checklist

1. Log in to your Greenius account.
2. Navigate to Training Library > Checklists
3. Hover over the checklist you want to update.
4. Click the Edit (pencil) icon on the far right.
   
5. Within the checklist editor, rename the checklist or edit an item by clicking the pencil icon next to the Checklist Name or Checklist Item.
6. To insert a new item below an existing one, click the "+" icon next to that item.
   
7. Once edits are complete, click Home at the top of the screen to return to your dashboard.
8. Changes are saved automatically and will appear in the Greenius App immediately.

Edit a Checklist: Video

Conduct an In-Field Checklist

Conducting an In-Field Checklist is one of the most important features in Greenius. This review helps make sure key details are accounted for, expectations are clear, and your crew is ready to move forward with confidence, avoiding injury, equipment damage and property damage. Follow the steps below to learn how to correctly conduct an In-Field Checklist. Review the video below to see it in action. 

Before conducting an In-Field Checklist, make sure your employee has:
✅ Watched the assigned video associated to the topic
✅ Taken the exam associated to the topic

1. Login to Greenius app on your mobile device using the Crew Leaders & Supervisors Login
2. On the homepage, tap on FIELD CHECKLISTS 
     
3. From the list of employees, tap on the employee you're conducting a Checklist with
   
4. From this list, select a Checklist
   
5. When you and your employee are ready to start this Checklist, click Continue at the bottom.
   💡You might notice another employee name on this page - this means that this employee is also ready for this In-Field Checklist as well. You have the option to select this second employee and conduct this Checklist with both employees if you would like, but this is not required. 
6. Click Start Checklist
     
7. With your employee(s), work though the Checklist by checking off each box and tapping the Next >> button.
   
8. When you've reached the end of the Checklist, you will hand the phone over to your employee(s) to have them sign their signature (with their finger) and tap the I accept. button.
9. On the next page, you (the Supervisor) will also sign your signature and tap the I accept. button.
     
10. Select YES or NO if you would like to start a new Checklist

The In-Field Checklist is complete!

Conducting a In-Field Checklist: Video

Print a Training Checklist

Greenius allows you to print training checklists for employees. If you're seeing a message that says there are no checklists to print, it usually means there are no outstanding checklists for the selected employee or course.

1. Go to Employee Training > My Employees

2. Click the employee's name to open their profile.

3. In the side panel, go to Tasks > Checklist

4. Select the course checklist you'd like to print.

5. Use your browser's Print function (Ctrl+P / Cmd+P) to print the page.

"No Checklist to Print" — Common Causes

Skip Training Checklists (Bypass)

If you need to bypass the in-field checklist:

1. Navigate to Employee Training > My Employees, open the employee.

2. In the side panel, go to Tasks > Checklist

3. Click Skip Training Checklists, select the courses, then use Print Bypass Declaration to finalize.

⚠️ Note: Skipping checklists is not recommended, as the in-field evaluation is an important part of the training certification process. If you wish to disable checklists for a course entirely, go to Settings > Manage Courses — but please contact your account manager first, as this may have safety and legal implications.