The AI-Assisted e-Checklist Authoring feature automatically generates and deploys custom safety digital checklists specific to your site, process, or equipment — complete with scheduling, actions, and tracking.
With this new digital safety form tool, you can:
Create tailored safety inspection or audit checklists automatically — specific to your site, process, or equipment.
Deploy them instantly via the Human Focus system for use on desktop or mobile through the Human Focus app.
Schedule inspections, assign follow-up actions, and track completion in real time.
Choose how you start — provide a few text instructions, upload an existing form, or even scan a paper checklist and convert it to digital.
Create with AI (Text Instructions Entry)
This option allows you to create an e-Checklist by providing simple text-based instructions.
Accessing the Option
Go to e-Checklist → Administration.
Create a new e-Folder or edit an existing one.
Select Create with AI.
From the list, choose Create with AI (Text Instructions Entry).
A Create e-Checklist with AI popup will appear.
Provide the Required Details
Title: Enter the e-Checklist title. This will appear in the checklist list after creation.
Topic for e-Checklist Content (For AI): Describe the topic or area for which the checklist needs to be created.
You can include additional details or specific instructions for better results.
Mandatory: Enable this toggle to make the e-Checklist mandatory.
Allow Multiple Submissions: Enable this option if trainees should be allowed to submit the e-Checklist multiple times.
Click Create e-Checklist to begin the AI generation process.
Once the process completes, the newly created e-Checklist will appear in your e-Checklist list.
Create with AI Using Instructions Document
This option allows you to generate an e-Checklist by uploading or selecting an existing document that contains checklist instructions.
Accessing the Option
Go to e-Checklist → Administration.
Create a new e-Folder or edit an existing one.
Select Create with AI.
Choose Create with AI Using Instructions Document.
A popup window will open where you can upload or select a document.
Upload or Select Document
Option A: Upload a New Instructions Document
Document Title: Enter a clear and meaningful title.
Document Description: Provide a short description of the document.
Upload File: Attach the instructions document from your system.
Create Tag(s): Add tags to easily search this document.
Mandatory Toggle: Enable this option if you want the document to be mandatory within the e-Checklist.
Click Next to continue.
Option B: Select an Existing Document
Choose a document from the library list.
Click Next to proceed.
Provide the Required Details
Title: Enter the e-Checklist title (displayed after creation).
Context: Provide a short description of the checklist topic.
Mandatory: Enable this toggle to make the e-Checklist mandatory.
Allow Multiple Submissions: Enable this if you want to allow multiple submissions.
Click Create e-Checklist to start the process.
Once processing is complete, the newly generated e-Checklist will appear in your list.
Create with AI Using Scanned, Digital or Handwritten Checklist
This option allows you to convert your existing paper-based, digital, or handwritten checklists into digital e-Checklists using AI.
Accessing the Option
Go to e-Checklist → Administration.
Create a new e-Folder or edit an existing one.
Select Create with AI.
Choose Create with AI Using Scanned, Digital or Handwritten Checklist.
A popup window will open to upload or select a document.
Upload or Select Document
Option A: Upload a New Scanned e-Checklist Document
Document Title: Enter a clear and meaningful title.
Document Description: Provide a short summary of the document.
Upload File: Attach the scanned or digital checklist document.
Create Tag(s): Add tags to easily search this document.
Click Next to proceed.
Option B: Select an Existing Document
Choose the document from the document library.
Click Next to continue.
Provide the Required Details
Title: Enter the e-Checklist title (displayed after creation).
What Would You Like to Change or Add?: Add specific instructions if you want to modify or expand any details from the uploaded checklist.
Mandatory: Enable this toggle to make the e-Checklist mandatory.
Allow Multiple Submissions: Enable this option if multiple submissions are allowed.
Click Create e-Checklist to start the AI generation.
Once processing is complete, the system will display the newly created e-Checklist in your list.
