Checklists
SLM checklists provide a structured way to track the completion of tasks and activities throughout the safety lifecycle. Checklists can be attached to objects, completed by users, and monitored through built-in progress indicators and reporting features.
By linking checklists directly to objects and processes, organisations can standardise activities, improve visibility of task completion, and maintain evidence of work performed. Common uses include Safety Requirements Specification (SRS) reviews, training records, qualification tracking, and other lifecycle activities.
This guide explains how to attach checklists, complete checklist items, manage multiple versions, and monitor checklist progress within Safety Lifecycle Manager.
What Are SLM Checklists?
SLM checklists are pre-configured templates used to track activities associated with objects and processes throughout the safety lifecycle.
Once attached to an object, a checklist provides a structured list of tasks that users can complete, monitor, and report on.
Common checklist applications include:
- Safety Requirements Specification (SRS) reviews
- Training and competency records
- Equipment inspections
- Project activity tracking
- Operational verification tasks
Each checklist records completion status, revision history, user activity, and overall progress.
To understand how objects are organised before attaching checklists, see our Object Tree guide.
Attaching SLM Checklists to Objects
Attaching an SLM checklist begins by selecting the appropriate object within the required module.
To attach a checklist:
- Navigate to the required module.
- Select the object from the object tree.
- Open the Templates toolbar.
- Select Attach Checklist.
- Choose the required checklist.
- Click Save.
Once attached, the checklist becomes associated with the selected object and is immediately available for completion and reporting.
Completing Checklist Items
Users can edit an attached checklist to complete individual checklist items.
Each checklist displays:
- Checklist items
- Descriptions
- Status selections
- Findings and comments
- Completion indicators
As checklist items are completed, SLM colour-codes the results and automatically updates the completion percentage.
After all required items have been updated, users simply save and close the checklist to record the latest progress.
To help locate objects before editing a checklist, see our SLM Search guide.
Monitoring Checklist Progress
The SLM checklists overview provides a quick summary of checklist progress.
Users can immediately see:
- Percentage completion
- Completed versus outstanding items
- Revision history
- Last modified user
- Date and time of changes
Hovering over checklist entries displays additional information about individual checklist items and their current status.
This overview allows users to monitor progress without opening every checklist individually.
Managing Multiple Checklists
Multiple checklists can be attached to the same object where required.
If an object already contains attached checklists, users can expand the checklist list to review each one.
Users can:
- Add additional checklists
- Delete existing checklists
- Archive previous checklist versions
- Attach updated versions of the same checklist
When replacing an existing checklist, SLM archives the previous version while allowing work to continue on the newly attached checklist.
Checklist Reporting and Revision Control
SLM checklists provide valuable reporting information throughout the safety lifecycle.
Revision tracking records who modified the checklist, when changes were made, and which version is currently active.
This helps organisations maintain traceability while ensuring historical checklist versions remain available for audit purposes.
Archived checklists remain available for reference but cannot be edited after replacement.
For more information about managing templates used throughout SLM, see our View Templates guide.
Benefits of SLM Checklists
SLM checklists help organisations standardise repetitive activities while improving visibility of task completion.
Key benefits include:
- Consistent task management
- Object-based checklist tracking
- Completion percentage reporting
- Revision history and audit trail
- Support for training, SRS, inspections, and lifecycle activities
These capabilities improve consistency while supporting controlled execution of functional safety processes.
To learn how Safety Lifecycle Manager supports digital functional safety management, see our Functional Safety Management Software guide.
Learn More About SLM Templates
Checklists form an important part of managing repeatable activities within Safety Lifecycle Manager. Combined with templates, object management, and reporting, they help organisations maintain consistent safety lifecycle processes.
You may also find these related guides useful:
For additional guidance on developing effective checklists, visit the International Organization for Standardization (ISO).
