Purpose Statement
This article explains how to locate, start, join, resume, complete, and submit Asset Checklists in First Due.
Asset Checklists help departments document inspections, verify operational readiness, track equipment conditions, and maintain accurate inspection records for Apparatus, Equipment, Locations, and Kits.
Depending on department configuration, completing a checklist may also initiate Equipment & Kit Audits, require nested checklists, generate Work Orders, update asset records, prompt inventory restock actions, or require signatures before submission.
Background Information
Asset Checklists are structured inspections or operational checks associated with department assets. They help ensure that inspections are performed consistently and that identified deficiencies are documented appropriately.
Checklists may appear under different statuses or categories depending on their progress and scheduling configuration.
Common Checklist Statuses and Categories:
- Due Today: A scheduled checklist that is due for completion.
- Overdue: A scheduled checklist that has passed its due date or time.
- On Demand: A checklist available for completion without a recurring schedule.
- In Progress: A checklist that has been started and is currently being worked on.
- Incomplete: A checklist that was started but has not been submitted.
- Completed: A checklist that has been successfully submitted.
Checklist Access Methods:
Users can locate and access Asset Checklists through three primary locations within the Assets module:
- Assets Dashboard: Provides department-wide visibility into available, scheduled, and overdue checklists across multiple asset types. Users can filter results to locate and access checklists for specific assets.
- Overall Asset Overview (Fleet, Equipment, Location, or Kit): Provides a centralized view of assets within the selected asset type. Users can locate individual assets, review available checklist information and inspection status, and access checklists directly from the overview.
- Individual Asset Overview: Provides asset-specific visibility into available, scheduled, overdue, and incomplete checklists for a single Apparatus, Equipment, Location, or Kit. Users can start, join, or resume checklists and review completed checklist history for that asset.
Additional Checklist Features:
Depending on department configuration, checklists may include:
- Equipment & Kit Audits
- Nested Checklists
- Inventory Restock workflows
- Work Order creation
- Required signatures
- Field Update validation thresholds
- Remarks and image attachments
Important: Not all checklist features will appear for every asset. Available options depend on checklist configuration, asset type, and user permissions.
Required Permissions
Access to Asset Checklists is controlled through permissions assigned to the user's role.
Users should have the appropriate permissions for the asset types and checklist functions they need to access.
Asset Overview Permissions
- Apparatus Overview
- Equipment Overview
- Kit Overview
- Location Overview
Checklist Access and Management Permissions
- View Dashboard
- See Available Checks
- Start Checks
- Remove Join Check Users
Inventory Permissions
The following permissions support applicable inventory workflows:
- Restock Lists â Read, Update, Create
- Inventory Request List â Read, Update, Create
- Modify Inventory Expiration Date
Equipment & Kit Audit Permissions
Depending on department configuration, users participating in an Equipment & Kit Audit may also require:
- Update Equipment Placement
- Update Equipment records
- Update Kit Placement
- Update Kit records
Permission Path: Assets > General > Remove Join Check Users
If a user cannot locate, start, resume, or interact with an Asset Checklist, an administrator should review the permissions assigned to the user's role within the Admin module.
Video
Step-by-Step Guide
1. Locate Checklists from the Assets Dashboard
The Assets Dashboard provides visibility into checklists associated with department assets.
- Navigate to Assets > Dashboard.
- Locate the checklist section.
- Use the available filters to narrow the displayed results.
Available filters may include:
- Location
- Apparatus
- Asset Type
Locate the desired asset and checklist. Select the appropriate action to begin or continue the checklist.
Important Note:
Dashboard filters are sticky. Selected filters remain applied, including after logging out, until they are changed.
If a checklist does not appear, review the active filters before assuming it is unavailable.
My Apparatus Shortcut
If your department uses the Scheduling module and you are assigned to an apparatus through the Shift Board, select My Apparatus to navigate directly to your assigned vehicle.
2. Start a Checklist from Due Today
The Due Today section displays scheduled checklists currently due for completion.
- Navigate to Assets > Dashboard.
- Use the available filters to locate the appropriate asset.
- Under Due Today, locate the checklist.
- Select Start Check.
- Complete any required preliminary workflows before proceeding to the checklist.
Important Note:
Once a checklist has been started, it is removed from Due Today and becomes an active or incomplete checklist.
To continue an existing checklist, locate it through the appropriate asset checklist view rather than starting another check.
3. Start a Checklist from an Asset Type
Users can also locate checklists by selecting the applicable asset type.
- Navigate to the desired asset type within Assets.
- Select Start Check for the appropriate asset.
- Review the available checklist categories.
- These may include:
- Scheduled Checklists
- On Demand Checklists
- Overdue Checklists
- Incomplete Checklists
- Checklist History
- Locate the desired checklist.
- Select Start Check or Resume Check, depending on its current status.
4. Understand Checklist Action Buttons
The available action button depends on whether a checklist has already been started and whether another user is currently participating.
| Button | Description |
|---|---|
| Start Check | Indicates that the checklist has not been started and is available to begin. |
| Join Check | Indicates that another user is actively completing the checklist. Select Join Check to participate in the existing checklist. |
| Resume Check | Indicates that the checklist was previously started but has not been completed. Select Resume Check to continue from the existing responses. |
Info:
When a checklist is already in progress, use Join Check or Resume Check as appropriate rather than creating another checklist instance.
Start Check:
Join Check:
Resume Check:
5. Locate a Checklist from a Specific Asset Overview
Checklists can be accessed directly from an individual asset record.
- Navigate to the appropriate asset type:
- Apparatus
- Equipment
- Location
- Kit
- Locate and open the desired asset.
- Select the Checklist section.
- Locate the appropriate checklist.
- Select Start Check, Join Check, or Resume Check, depending on the available action.
Important Note:
A scheduled checklist cannot be started before its scheduled due date and time unless Early Start has been enabled in the checklist scheduling configuration.
6. Use the Apparatus Fleet Overview
The Apparatus Fleet Overview provides a visual indication of scheduled checklist status.
- Navigate to the Apparatus Fleet Overview.
- Locate the desired apparatus.
- Review the Checks Due column.
- Select the applicable checklist hyperlink.
Checks Due Indicators
- Yellow hyperlink: A checklist is due today.
- Red hyperlink: A checklist is overdue.
- Dash (-): No scheduled checklist is currently due.
Selecting the hyperlink launches the associated checklist workflow.
7. Start an On-Demand Checklist
On-Demand Checklists are available for inspections that do not require a recurring schedule.
These checklists:
- Can be started when needed.
- Do not appear in the Due Today section.
- Display under On Demand.
- May be completed multiple times as operational needs require.
To start an On-Demand Checklist:
- Open the appropriate asset.
- Navigate to its Checklist section.
- Select On Demand.
- Locate the desired checklist.
- Select Start Check.
Warning:
Starting an On-Demand Checklist creates a new checklist instance.
If an On-Demand Checklist was previously started but not submitted, do not select Start Check again to continue that inspection.
Instead, open the Incomplete tab and select Resume for the existing checklist.
8. Locate an Overdue Checklist
A scheduled checklist becomes overdue when its scheduled due date or time passes without completion.
- Navigate to the appropriate asset's checklist view.
- Select Overdue.
- Locate the checklist.
- Select the available action to begin or continue the inspection.
Overdue checklists remain available for completion unless restricted by department configuration or administrative action.
9. Resume an Incomplete Checklist
Incomplete Checklists are inspections that have been started but not successfully submitted.
Tip:
Before starting any On Demand checklist, it is recommended all users view the Incomplete checks for the applicable asset.
Option A: From the Assets Dashboard
- Navigate to Assets > Dashboard.
- Filter for the desired asset if necessary.
- Select Start Check for the applicable asset.
- Open the Incomplete tab.
- Locate the checklist.
- Select Resume.
The Incomplete list may display:
- The last user who worked on the checklist
- The date and time the checklist was last modified
Option B: From a Specific Asset Overview
- Open the desired asset.
- Select the Checklist section.
- Select Incomplete.
- Locate the checklist.
- Select Resume.
Available filters may include:
- Checklist
- Start Date
- End Date
Warning:
The trash can icon is used to delete an incomplete checklist. Deletion is permission-based and should only be performed when the checklist is no longer needed.
10. View Checklist History
Each asset maintains a history of completed checklists.
- Open the desired asset.
- Select Checklist History.
- Use available filters to locate a completed checklist.
- Select the checklist to view its recorded responses.
Checklist History may display:
- Checklist name
- User who completed the checklist
- Completion date and time
- Completion percentage
Depending on permissions, users may also be able to:
- View completed checklist details
- Open completed checklists in read-only mode
- Print or generate a PDF
- Delete completed checklist records
Important Note:
Completed checklists are intended to preserve historical inspection documentation. Deletion should only be performed by authorized personnel in accordance with department policies.
11. Understand Checklist Answer Types
Asset Checklists support several answer types. The answer type determines how the user records an inspection result and whether additional actions may be required.
Pass or Fail
Used to verify whether an item meets inspection or operational standards.
- Pass: The inspected item meets the applicable requirements.
- Fail: The inspected item does not meet the applicable requirements.
A failed response may initiate additional documentation or Work Order requirements, depending on configuration.
Field Update
Allows users to enter supported numeric values that update corresponding asset record fields when the checklist is submitted.
Field Update is available for Apparatus and Equipment checklists.
Common examples include:
- Odometer mileage
- Engine hours
- PTO hours
- Pump hours
- Supported equipment usage measurements
Info:
Field Update values may affect maintenance schedules, reporting, and asset records. Verify each value before submitting.
Departments may configure validation thresholds to identify unusually large changes in recorded values.
If a value exceeds the configured threshold, the system displays a warning. Users may correct the value or confirm that the entered value is accurate before submitting.
Single Select
Allows users to choose one response from a predefined list.
Examples include:
- Good, Fair, or Poor
- Operational or Out of Service
- Yes, No, or N/A
Only one answer can be selected.
Depending on configuration, certain answers may require additional documentation or initiate a Work Order.
Multi Select
Allows users to select multiple responses from a predefined list.
This answer type is useful when:
- Multiple conditions apply.
- Several items must be verified.
- More than one deficiency may be identified.
Select all applicable responses before submitting.
Certain selections may initiate additional documentation or Work Order requirements.
User Defined
Allows users to enter a custom text response.
This answer type is useful for:
- Inspection observations
- Equipment condition descriptions
- Department-specific notes
- Additional operational information
Enter a clear and accurate response based on the checklist question.
12. Complete an Equipment & Kit Audit (If Applicable)
Some checklists initiate an Equipment & Kit Audit before the main checklist begins.
The audit verifies that the correct Equipment IDs or Kit IDs are associated with the asset and its checklist workflow.
This helps ensure that inspection records and applicable nested checklists are assigned to the correct equipment or kits.
To Complete the Audit:
- Review the listed Equipment IDs or Kit IDs.
- Verify that the listed items are present and correctly associated with the asset.
- Select the Thumbs Up icon to approve an item.
- If an item must be removed, select the Trash Can icon and follow the removal workflow.
- Mark the applicable audit items as complete.kflow
Mark each item as complete within the audit workflow.
Adding Equipment or Kits
- Select Add Equipment or Add Kits.
- Use the keyword search to locate the appropriate Equipment ID or Kit ID.
- Select the correct item.
- Complete the association process.
- Review any additional nested checklist requirements generated for the added item.
Audit Requirements
Depending on checklist configuration, the audit may be:
- Required: Users must complete the audit before proceeding with the checklist.
- Optional: Users may complete the audit or skip directly to the checklist.
- None: The audit is not displayed.
When marked as Required, an error message appears in the lower left-hand corner when a user tries to continue into the checklist before verifying all associated compartments, storages, or pouches.
Important Note:
The Equipment & Kit Audit is an asset identification and verification workflow. It does not initiate Inventory Restock or Inventory Request actions.
13. Complete Nested Checklists (If Applicable)
Some Asset Checklists include nested checklists associated with equipment or kits.
Nested checklists may appear:
- At the top of the parent checklist.
- Within a specific apparatus compartment.
- Within an applicable equipment or kit section.
To Complete a Nested Checklist:
- Locate the nested checklist within the parent checklist.
- Select the nested checklist dropdown or applicable checklist entry.
- Select Start Check for the nested checklist.
- Complete the required inspection questions.
- Submit the nested checklist.
- Return to the parent checklist workflow.
- Repeat for any additional required nested checklists.
When nested checklists are configured as required, the parent checklist cannot be submitted until those required nested inspections are complete.
Nested checklist dropdown:
Nested checklist within a compartment:
14. Complete Associated Med Kit Counts (If Applicable)
Departments using the Medications module can complete applicable Med Kit Counts directly from an Asset Checklist. This allows users to perform medication inventory counts as part of their regular asset inspection workflow without navigating away from the parent checklist.
Requirements for Med Kit Counts to Appear
The following configurations must be in place:
- Med Kit Association: The Med Kit must be associated with the appropriate asset compartment.
- Count Schedule: A Medications Count Schedule must be configured with a frequency matching the applicable asset checklist schedule.
- Checklist Association: The applicable compartment or storage location must be associated with the Asset Checklist.
To Complete an Associated Med Kit Count:
- Start or resume the applicable Asset Checklist.
- Locate the compartment or storage section containing the associated Med Kit Count.
- Select the Start Count (play) button.
- Complete the Med Kit Count according to your department's Medications module procedures.
- Complete any required signatures based on your agency's Medications module configuration.
- Submit the Med Kit Count.
- Once the count is completed, First Due returns you to the parent Asset Checklist.
- Continue completing the remaining checklist items.
Important Note:
Med Kit Counts completed within an Asset Checklist follow the agency's Medications module signature requirements. Applicable medication log reports are retained as part of the Medications module documentation.
15. Navigate Checklist Sections and Questions
Once the checklist opens, review its available sections and questions.
Depending on configuration, the checklist may include:
- Instructions or reference attachments
- Multiple checklist sections
- Required question indicators
- A Pass All option
- Nested checklists
- Associated Med Kit Counts
- Remarks and image attachments
To Complete the Checklist:
- Review any available instructions.
- Select the first checklist section.
- Complete the applicable questions.
- Continue through the remaining sections.
- Review all required questions before submitting.
Using Pass All
The Pass All option allows users to mark applicable Pass or Fail questions within a section as passing.
The option appears only when:
- The checklist's Default Answers setting is Require User Check.
- The section contains at least one applicable Pass or Fail question.
If the section contains only Single Select, Multi Select, Field Update, or User Defined questions, Pass All will not appear.
Use Pass All only after physically verifying that the applicable inspection items meet the required standards.
Important Note:
A Single Select question containing answer options such as Pass, Fail, and N/A is not the same as a Pass or Fail answer type.
Pass All applies only to questions configured with the Pass or Fail answer type.
16. Complete Work Order Requirements (If Triggered)
Some checklist responses initiate a Work Order workflow based on department configuration.
Work Order requirements may be triggered when:
- A user selects Fail on a configured Pass or Fail question.
- A user selects a designated answer within a Single Select question.
- A user selects a designated answer within a Multi Select question.
When a Work Order Is Triggered:
- Review the Work Order prompt.
- Confirm the associated checklist question and response.
- Complete any required Work Order information.
- Review the prefilled Work Order Summary.
- Complete the applicable Work Order workflow.
The Work Order Summary may automatically include the checklist question and selected answer.
Once created, the Work Order is associated with the applicable asset and checklist record.
Existing Open Work Orders
If an associated Work Order already exists in a status other than Complete, the system does not prompt the user to create a duplicate ticket.
Instead, an apparatus ticket icon appears to the right of the applicable question.
- Locate the ticket icon.
- Select the icon to review the associated Work Order.
- Review its current status.
- Continue completing the checklist.
This functionality helps prevent duplicate maintenance requests for issues already being tracked.
Important Note:
Work Order behavior depends on checklist configuration. Not every failed response or selected answer will initiate a Work Order.
17. Add Remarks and Images (Optional)
Users can add supporting information to document inspection findings.
- Locate the applicable checklist question.
- Enter written remarks when additional explanation is needed.
- Upload an image when visual documentation is appropriate.
- Verify that the information is associated with the correct question.
Remarks and images become part of the submitted checklist record.
Tip:
When documenting a failed inspection item, include a concise description of the deficiency and a photograph when helpful.
18. Complete Inventory Verification and Restock Actions (If Applicable)
Some checklist questions include inventory-related workflows.
Depending on configuration, users may be able to:
- Verify inventory quantities
- Add items to a Restock List
- Update applicable inventory expiration dates
Restock List Prompt
If a user enters an inventory quantity below the configured minimum, the system prompts the user to add the item to a Restock List.
To Complete the Checklist Inventory Action:
- Review the inventory item and entered quantity.
- Confirm that the quantity is accurate.
- Follow the prompt to add the item to the Restock List.
- Continue completing the checklist.
- Submit the checklist when all required questions are complete.
Warning:
Inventory actions initiated within the checklist are not finalized through checklist submission alone.
After submitting the checklist, navigate to the asset's Inventory Usage & Restock section to complete the associated inventory workflow.
Failure to finalize the Restock List or applicable Inventory Request workflow may leave inventory replenishment actions incomplete.
19. Remove Joined Users Before Submission
First Due allows multiple users to participate in the same checklist.
However, the documented submission workflow requires only one user to remain joined before the checklist can be submitted.
To Remove Joined Users:
- Locate the Joined Users indicator.
- Hover over the Eye icon to view the participating users.
- Identify your user account, indicated by a blue dot.
- Locate the X icon beside the other joined users.
- Select the X icon to remove the additional participants.
- Continue until only your user account remains.
- Verify that the Submit button becomes available.
If the Submit button remains unavailable, verify that all other users have been removed and that all required checklist items are complete.
Users cannot submit a checklist while multiple users remain joined under the documented workflow.
The Remove Join Check Users permission must be enabled for users who need to remove other participants.
20. Review Field Update Threshold Warnings
Departments may configure validation thresholds for Field Update questions.
These thresholds help identify values that differ significantly from previously recorded asset information.
For example, a threshold warning may appear when:
- Odometer mileage increases beyond the configured threshold.
- Engine hours exceed the expected increase.
- Another supported Field Update value exceeds its configured limits.
To Review a Threshold Warning:
- Locate the Field Update question displaying the warning.
- Review the previously recorded value.
- Compare it with the newly entered value.
- Correct the entry if it is inaccurate.
- If the value is correct, leave the entered value unchanged.
Important Note:
Field Update threshold warnings do not automatically prevent checklist submission.
They are intended to help identify possible data entry errors.
21. Submit the Asset Checklist
After completing the inspection, review all checklist responses before submission.
To Submit the Checklist:
- Confirm that all required questions have been answered.
- Verify that applicable Equipment & Kit Audits are complete.
- Confirm that required nested checklists have been submitted.
- Complete any applicable Med Kit Counts.
- Review any Work Order requirements.
- Verify Field Update values.
- Confirm that only one user remains joined to the checklist.
- Select Submit.
Threshold Confirmation
If one or more Field Update values exceed configured thresholds, a Review before submitting confirmation dialog appears.
The dialog identifies the affected questions and displays the previous and entered values.
Select:
- Cancel: Return to the checklist to review or correct the values.
- Confirm & Submit: Acknowledge the warnings and continue submitting the checklist.
22. Complete the Signature Process (If Required)
Some checklists require a signature before submission can be finalized.
If Signature Required is enabled:
- Review the signature prompt.
- Sign manually or select Fill to use a saved signature from your user profile.
- Confirm the signature is correct.
- Complete the signature and submission process.
Important Note:
Signature requirements depend on department configuration.
When Signature Required is disabled, the system still associates the completed checklist with the submitting user's account.
23. Confirm Checklist Submission
After submitting the checklist, verify that the inspection was completed successfully.
Once submission is finalized:
- The checklist status updates to Completed.
- Supported Field Update values are applied to the associated asset record.
- Related Work Orders remain linked to the asset and checklist.
- Submitted remarks and images are retained with the checklist record.
- Completed Med Kit Counts retain their applicable medication log documentation within the Medications module.
- Applicable inventory restock actions must be finalized separately.
To Verify Submission:
- Confirm that the submission process has completed.
- Return to the applicable asset if necessary.
- Open Checklist History.
- Locate the completed checklist.
- Verify that the completion information is recorded.
Warning:
Completed checklists are not available for normal editing after submission. Contact an administrator if a submitted checklist requires correction.
Best Practices
Inspection Accuracy
- Complete inspections in real time whenever possible.
- Physically verify equipment conditions before recording passing responses.
- Use Pass All only after confirming that all applicable inspection items meet requirements.
- Review all required questions before submitting.
Documentation
- Use clear, descriptive remarks when documenting deficiencies.
- Attach images when they help explain equipment damage or inspection findings.
- Avoid vague descriptions such as "broken" or "not working" when additional details can assist maintenance personnel.
Field Update Values
- Verify odometer readings, engine hours, and other Field Update values before submission.
- Review threshold warnings carefully.
- Correct inaccurate entries before submitting.
- Confirm unusually large values only after verifying their accuracy.
Med Kit Counts
- Complete associated Med Kit Counts as part of the applicable asset inspection.
- Verify medication quantities and expiration dates according to department procedures.
- Follow the Medications module's signature requirements.
- Confirm the count is completed before continuing with the parent checklist.
Work Orders
- Review existing Work Orders before initiating additional maintenance requests.
- Provide accurate descriptions when additional information is requested.
- Avoid duplicate Work Orders for issues already being tracked.
Inventory Management
- Verify inventory quantities before recording them.
- Review Restock List prompts when quantities fall below configured minimums.
- Complete associated Inventory Usage & Restock workflows after checklist submission.
Checklist Completion
- Complete required nested checklists before submitting the parent checklist.
- Verify that all required audit items are complete.
- Complete applicable Med Kit Counts.
- Remove additional joined users when required.
- Complete the signature process if enabled.
- Confirm that the checklist appears as Completed after submission.
Troubleshooting & FAQs
Why don't I see the Start Check button?
The checklist may not yet be due, Early Start may not be enabled, or the checklist may already be in progress.
Review the scheduled due date and check the Incomplete tab for an existing checklist.
If the checklist is unavailable, contact your administrator to verify its configuration and your permissions.
Why can't I find a checklist on the Assets Dashboard?
Dashboard filters may be limiting the displayed results.
Review the Location, Apparatus, and Asset Type filters.
Remember that Dashboard filters remain applied until changed, even after logging out.
Why did my checklist disappear from Due Today?
Once a checklist is started, it is removed from Due Today and becomes an active or incomplete checklist.
Navigate to the appropriate asset checklist view and locate the existing checklist under Incomplete.
Select Join Check or Resume Check as appropriate.
Why is my checklist still Incomplete?
A checklist remains Incomplete until the required submission process has been successfully completed.
Verify that:
- All required questions have been answered.
- Required nested checklists are complete.
- Required audits have been completed.
- Only one user remains joined.
- Any required signature has been provided.
- The final submission confirmation has been completed.
Why can't I resume a checklist?
Verify that you are viewing the Incomplete tab and have selected the correct asset.
If Resume is unavailable, another user may currently be working on the checklist, or your permissions may restrict access.
Check whether Join Check is available.
Why don't I see the Pass All button in every section?
Pass All appears only when the checklist is configured with Require User Check and the section contains applicable Pass or Fail questions.
Sections containing only Single Select, Multi Select, Field Update, or User Defined questions will not display Pass All.
Single Select questions with Pass, Fail, or N/A options are not included in Pass All.
Why am I receiving a "Thresholds exceeded" warning?
One or more Field Update values exceeded the validation thresholds configured by your department.
This commonly occurs when values such as odometer mileage or engine hours differ significantly from the previous recorded values.
Review the highlighted entries.
If a value is incorrect, select Cancel and correct it.
If the values are accurate, select Confirm & Submit to acknowledge the warnings and continue.
Threshold warnings do not prevent submission when the values are confirmed.
Why can't I submit my checklist?
Several conditions may prevent submission.
Review the following:
- Confirm that all required questions are answered.
- Complete any required Equipment & Kit Audit.
- Submit all required nested checklists.
- Complete any applicable Med Kit Counts.
- Complete any required Work Order information.
- Remove additional joined users.
- Complete the signature process if required.
If submission remains unavailable, contact your administrator.
Why is the Submit button missing when multiple users are working on a checklist?
The documented checklist workflow requires only one joined user to remain before submission.
Open the Joined Users list and remove additional participants using the X icon.
The user performing this action must have the Remove Join Check Users permission.
Why wasn't a Work Order created when I selected Fail?
Not every failed checklist response is configured to create a Work Order.
A Work Order may also already exist for the issue.
Check for the ticket icon beside the question to determine whether an existing Work Order is associated with the item.
If no Work Order appears and one is expected, contact your administrator to review the checklist configuration.
Why am I being prompted to complete an Equipment & Kit Audit?
Your department has configured the checklist to verify the equipment or kits associated with the asset.
The audit ensures that the correct equipment identifiers are recorded and that applicable nested checklists are assigned correctly.
If the audit is required, complete it before proceeding.
Why don't I see an associated Med Kit Count?
Associated Med Kit Counts appear only when the required Medications module and checklist configurations are in place.
Verify that:
- The Med Kit is associated with the appropriate compartment.
- The Medications Count Schedule matches the applicable Asset Checklist frequency.
- The compartment or storage location is associated with the Asset Checklist.
- Your user role has the necessary Medications module permissions.
If the count is still unavailable, contact your administrator to review the configuration.
What happens after I complete a Med Kit Count within an Asset Checklist?
After completing the Med Kit Count and any required Medications module signatures, First Due returns you to the parent Asset Checklist.
Applicable medication log reports are retained within the Medications module.
Why am I being prompted to add an item to a Restock List?
The inventory quantity entered is below the minimum quantity configured for that item.
Follow the prompt to add the item to the Restock List.
After submitting the checklist, navigate to Inventory Usage & Restock to complete the associated inventory workflow.
Does submitting a checklist automatically complete my Restock List?
No. Inventory restock actions initiated during checklist completion must be finalized separately.
After submitting the checklist, open the associated asset's Inventory Usage & Restock section and complete the required inventory actions.
Can I edit a checklist after submitting it?
Completed checklists are not available for normal editing.
If a submitted checklist contains incorrect information, contact your administrator to determine the appropriate correction process.
Can I view or print a previously completed checklist?
Yes, depending on your permissions.
Open the applicable asset and navigate to Checklist History.
Locate the completed checklist and select the available viewing or printing option.