Creating Plan Checklists and Plan Checklist Tasks

This article explains how to create and configure a Plan Checklist in the emergency response management system, including how to add tasks, assign team roles, set communication requirements, and customize checklist appearance.

1. Navigate to Plan Checklist in the main menu and select Create New Plan Checklist.
2. Give the checklist a title (e.g., Fire) and add plan checklist tasks.
3. For each task, fill in the description, assign it to the required response team roles, and add attachments if needed.
4. Configure the communication settings for each task: select the communication requirements, methods, and recipients, then fill in the subject and message. If applicable, enter a relocation address and complete the BIA (Business Impact Analysis) information review.
5. Press "Save and Close" after entering all relevant task details.
6. Navigate to "Plan Checklist Tasks" to view the tasks under the checklist heading.
7. Optionally, change the color of the checklist to distinguish emergencies (e.g., set fire as red).
8. Press "Save and Close" to update the checklist with the selected color.

Cautionary Notes:

• Ensure all tasks are clearly described and assigned to the appropriate response team roles.
• Double-check communication requirements and methods to avoid miscommunication during emergencies.
• Review and update the checklist regularly to reflect any changes in emergency response procedures. Consider establishing a scheduled review cycle (e.g., quarterly or after any incident) to keep content current.

Tips for Efficiency:

• Use descriptive titles for checklists to easily identify the type of emergency response plan.
• Prioritise tasks based on their urgency and importance in the emergency response plan.
• Regularly train team members on using the plan checklists to ensure effective implementation during emergencies. Drills and tabletop exercises are a great way to build familiarity with the system.

Watch a video demonstration: