What are checklist items?

Checklist items are tasks linked to excursion types that help schools ensure important organisational steps are not overlooked. They cover actions that may sit outside the standard excursion workflow but are still essential for preparation and compliance.

For example, checklist items could include:

• Organising first aid kits

• Scanning passport photos for an overseas excursion

• Submitting a social media post for approval

How Checklist Items Work

• Admin Setup: Admin users can create checklist items and associate them with one or more excursion types. This ensures that whenever an excursion of that type is created, the relevant checklist appears automatically.

• Excursion-Specific Items: Staff creating an excursion can also add extra checklist items that apply only to that excursion and not to others.

By combining system-wide and excursion-specific checklists, schools can ensure consistent preparation while still allowing flexibility for unique events.

How to create checklist items?