Creating required safety checklist before job close

Question

We're evaluating FieldPulse for our industrial maintenance division and have a critical compliance requirement. We need to ensure technicians cannot mark a work order as "Complete" until they have submitted a specific safety checklist.

Is this currently supported? If so, what is the recommended configuration approach to enforce this at the work order level rather than relying on technician discipline?

Our auditors will need to verify that the checklist was completed before closure, so any gaps in enforcement would be problematic.

Josh Mercer · Answer

Pro tip: Even with "required" enabled, train your techs to hit Submit Checklist before they start the final job tasks. I've seen situations where they're almost done, try to close the job, get blocked, and then have to backtrack through the checklist while standing in front of the customer. Also if you have multiple checklist templates assigned to a job type, all of them must be submitted before closure. We learned that the hard way with a pre-job safety check AND a post-job equipment check both set to required.

Fatima Al-Rashid · Answer

From a governance perspective, it is worth noting that required checklists create a system-enforced control that may satisfy certain regulatory frameworks (OSHA recordkeeping, ISO 45001) provided you:

Document the configuration in your quality management system
Establish retention policies for checklist data (FieldPulse retains indefinitely by default, but verify your contract)
Include checklist completion in your internal audit sampling

It is also advisable to restrict the "Manage Checklist Templates" permission to a small group — uncontrolled template changes could inadvertently weaken your control. See Managing User Roles and Permissions for the specific permission matrix.