Checklists keep shift work consistent. In the Opus Training app, clear prompts guide you through each step, and your progress saves automatically, so nothing gets missed.
Table of Contents:
How to Complete a Checklist in the Opus Training App
✅ Before you start: Complete Checklists in the Opus Training app. They can't be completed in the dashboard.
You only see Checklists you have access to.
Steps to Complete a Checklist
Open the app.
Scheduled Checklists appear in the Tasks section on your home screen during their window.
To find unscheduled Checklists, open the Library and select the Checklist filter.
Check the time window (for recurring Checklists).
Checklists are ordered by urgency, with the most time-sensitive first.
Each shows when it should be completed.
Select the Checklist you want to complete.
Choose your Location (if prompted).
If you work at more than one Location, select the one you're completing it for.
Answer the questions.
Your progress saves automatically if you exit the app.
A progress bar shows your completion status for each Section.
Submit your Checklist.
Once submitted, your responses are visible to your team.
⚠️ Submit within the window: You can still submit a Checklist outside its scheduled window, but it doesn't count toward that window, which shows as Missed in reporting.
Question types you might see:
Yes/No: Quick confirmations (for example, "Are all exits unlocked?")
Checkbox: Mark work complete (for example, "Wipe down counters")
Text Entry: Add notes or feedback (for example, "Describe any issues")
Number Input: Enter counts (for example, "How many items were received?")
Temperature: Record exact readings (for example, "Enter storage room temperature")
Multiple Choice: Select from options (for example, "Which area did you work today?")
If something needs fixing after you submit, a Manager or Admin can send you a follow-up Task. Learn more in Tasks Overview.
Collaborate in real time: When you and your teammates work on the same Checklist, you see their answers update live, even before they submit. Jump in, pick up where they left off, and finish together without duplicating work.
💡 Resuming an old draft: If you reopen a Checklist draft that was started more than 24 hours ago, the app asks Resume draft? and shows when the draft was started. Tap Continue to keep your answers, or Start over to discard the draft and begin a new one. Start over discards the draft for everyone working on it, and teammates who have it open see This draft was discarded.
💡 Photo and video steps: Some steps ask you to upload one or more photos or videos. Tap the upload button to take a new photo or video, or choose one from your camera roll.
What Are Triggers?
Triggers are automatic actions tied to certain steps in a Checklist. As you fill out a Checklist, they may prompt you to take additional action. Triggers help you:
Flag an issue: Highlight a problem for review.
Take corrective action: Receive a prompt to fix something immediately if needed.
Notify the right team members: Automatically alert a team member based on your response.
Sharing a Checklist via Library Access
Share Checklists with your team through Library Access. Unlike Courses and Modules, Checklists can't be assigned.
Checklists are designed for anyone who may need to complete the work during a shift. Instead of assigning them to specific team members, you give broader access based on filters like Roles or Departments, optionally narrowed to specific Locations.
How to Set Up Library Access for a Checklist
To make a published Checklist available to your team:
Open the Checklist in the dashboard.
On the Overview tab, click Make available next to Available in library.
In the Library Access dialog, click Add a segment.
In Access rules, choose who should have access, such as Roles, Departments, Locations, Brands, or Regions, then confirm your selection.
A Location on its own doesn't select anyone, so pair it with All Trainees, All Managers, a Role, or a Department.
(Optional) Click Add a segment again to give access to another group with different rules.
Click Save.
Once access is set, the Checklist appears in the Library for anyone included in those segments.
To change it later, click Edit next to Available in library.
💡 Why Library Access instead of assignments: Teams share responsibilities across shifts, and anyone working that day may need to complete or verify the work. Assigning to individuals can block the workflow when someone is absent or shifts change.
Who Can Get Access
Give access on the Checklist's Overview tab by setting Library Access under Available in library. Select criteria such as:
Roles
Departments
Locations
Regions
Brands
Franchises
Hire date
✅ Permission required: Setting Library Access requires the Update Automations and Library Access permission (Admins by default).
💡 Who sees it: Checklists only appear in the app for team members who meet the criteria you set.
Checklist Schedules
Scheduled Checklists appear in the Tasks section of the app's home screen within the set time frame, so your team has them when needed, like during opening or closing shifts.
How Schedules work:
Admins create Schedules on the Checklist's Overview tab under Schedules, where they choose Locations and set recurring times.
Once the Schedule is active, the Checklist appears in the app at the designated time.
Track completion in Reporting > Schedule completion.
➡️ Learn more:
How to Set Up Schedules for Checklists: create Schedules and choose Locations and times.
Conditional Checklist Steps
Conditional steps appear based on your previous answers, so you only see the questions that apply to you.
How Conditional Steps Work
As you work through a Checklist, certain questions may trigger additional follow-up steps based on your response.
🎯 Example: If you answer "Yes" to "Do you have a self-checkout station?", you might see additional questions about cleaning and maintaining that equipment. If you answer "No," those extra steps don't appear, and you move directly to the next relevant question.
How to Add Conditional Steps
Admins and Managers add conditional steps in the dashboard.
➡️ Learn more:
How to Build and Publish a Checklist: add steps, conditions, and Triggers, then publish.
FAQ
Will team members or Managers get push notifications reminding them to complete a Checklist?
No. Opus doesn't send automated push notifications for Checklists.
Can I still access and submit Checklists outside of a scheduled window?
Yes. You can open and submit a Checklist at any time, but a submission outside its scheduled window doesn't count toward that window.
Can I collaborate with my team on a Checklist?
Yes. You and your teammates can work on the same Checklist at the same time. You see their answers appear in real time, even before they submit, and if someone has already started it, you can pick up where they left off.
How do I access a Checklist that isn't part of a recurring Schedule?
Find non-recurring Checklists in the Library. Use the Checklist filter to search for one-off Checklists or ones for specific events, like monthly or quarterly work.
Can Admins control who sees a Checklist?
Yes. Admins set Library Access on the Checklist's Overview tab under Available in library, giving access to specific Roles or Departments, optionally narrowed to Locations, Regions, or other criteria.