Papertrail

Charlotte Ingram

Kelly Sherburn

Features

📋 What are inspection checklists?

Inspect your equipment according to manufacturer guidelines

📋 A list of all standard checklists available in Papertrail

How to add a bespoke checklist to my account

📋 Can I add a custom checklist to my account?

📋 How to assign a checklist to a record

📋 How to inspect a record using a checklist on the web app 💻

📋 How to inspect a record using a checklist on the mobile app 📱

📋 How to create your own custom checklists

Checklists

Use tasks to evidence corrective and preventative actions

What is Task Manager?

How to create a task on the web app 💻

How to create a task on the mobile app 📱

Add a note and change the state of your tasks

How to manage, update and close a task

How do I know which tasks I am responsible for?

How to filter and sort the Task Manager view

Task Manager

Papertrail and SafetyCulture (formerly iAuditor) integration

iAuditor integration

Want to see Papertrail in action? Book a personal demonstration

Find answers and get help from Intercom Support and Community Experts

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