Checklists keep shift work consistent, but only if they're quick to complete. 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
Checklists can only be completed in the app, not in the dashboard.
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.
You only see Checklists you have access to.
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.
If you complete a Checklist outside its scheduled window, you can still submit it, but it doesn't count toward that window, which shows as Missed in reporting.
Select the Checklist you want to complete.
Choose your Location (if prompted)
If the Checklist applies to multiple Locations, select yours before continuing.
Answer the questions
Your progress saves automatically if you exit the app.
A progress bar shows your completion status for each Section.
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 boxes were received?")
Temperature: Record exact readings (for example, "Enter the storage room temperature")
Multiple Choice: Select from options (for example, "Which area did you work in today?")
Submit your Checklist
Once submitted, your responses are visible to your team.
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.
š” 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?
As you fill out your Checklist, you may see prompts for additional action. These are called Triggers. Triggers are automatic actions tied to certain steps in a Checklist. They help you:
Flag an issue: Highlight a problem for your Manager to review.
Take corrective action: Receive a prompt to fix something immediately if needed.
Notify the right people: Automatically alert a team member based on your response.
Triggers help you stay on top of issues without extra steps.
Sharing a Checklist via Library Access
Checklists can't be assigned like Courses or Modules, but they can be shared with your team through Library Access.
Checklists are designed to be accessible to anyone who may need to complete the work during a shift, so instead of assigning them to specific people, you give broader access based on filters like Roles, Locations, or Departments. This ensures the right team members can always find the Checklist, without relying on individual assignments.
How to Set Up Library Access for a Checklist
To make a published Checklist available to your team:
Open the Checklist in the dashboard.
Open the Manage tab and select Library Access.
Click Add Access.
Choose which Roles, Departments, Locations, Brands, or Regions should have access.
(Optional) Click Add a segment to give access to different groups with different rules.
Once access is set, the Checklist appears in the Library for anyone included in those segments.
š” 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.
How to Assign Access to a Checklist
Access to Checklists is given through Library Access; they aren't assigned to individual people by name. On the Checklist's Manage tab under Library Access, anyone with the Update Automations and Library Access permission (Admins by default) can set Library Access by selecting criteria such as Roles, Departments, Locations, Regions, Brands, Franchises, or hire date.
š” 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. This makes sure your team has them when needed, like during opening or closing shifts, and helps everyone stay on track with recurring work.
Admins create Schedules on the Checklist's Manage tab under Schedule, where they choose Locations and set recurring times. Once the Schedule is active, the Checklist appears in the app at the designated time, and you can track completion on the Reporting tab under Schedule completion.
Learn more in How to Set Up Schedules for Checklists.
Conditional Checklist Steps
When completing a Checklist, you may encounter steps that only appear based on your previous answers. These are called conditional steps, and they help ensure you only see questions relevant to your specific situation.
How Conditional Steps Work
As you work through a Checklist, certain questions may trigger additional follow-up steps based on your response. For example:
If you answer "Yes" to "Is any equipment damaged?", you might see follow-up questions asking which equipment and what happened.
If you answer "No," those extra steps don't appear, and you move directly to the next relevant question.
Showing only the steps that apply to you cuts completion time and unnecessary work.
How to Add Conditional Steps
Admins and Managers add conditional steps in the dashboard. Learn more in How to Build and Publish a Checklist.
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. Push notifications are limited to training assignments. Since Checklist completion is tied to location-based Library Access, notifications would go to everyone with access, which can get noisy fast.
Can I still access and submit Checklists outside of a scheduled window?
Yes. Checklists can be opened and submitted at any time. If you open one outside its time frame, you see an alert, but you can still complete and submit it. A submission outside the 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 unscheduled 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 Manage tab under Library Access, giving access to specific Roles, Departments, Locations, Regions, or other criteria.