10 Essential Checklists and Other Forms for Your Logistics Organization

DIGI CLIP mobile forms allows checklists, inspections, other forms and the reporting on safety to be completed and communicated on a phone or tablet via the DIGI CLIP mobile app. Submitted forms are then communicated to stakeholders and securely archived in the cloud-based software for future retrieval.

In this post we count down the top 10 checklists and forms used by our customers in the logistics and supply chain sector.

No. 10 is the Toolbox Talk. The Toolbox Talk form is used in documenting important safety training conducted at toolbox talks or safety meetings. Required safety training, points raised, and attendance is documented in the form. Once completed the meeting facilitator submits the form and it is communicated to those that require the completed form and also archived in the cloud-based software for future retrieval and compliance.

No. 9 in the Bus Monthly Inspection Checklist. The Bus Monthly Inspection Checklist is used to complete monthly bus inspections, document maintenance and to report defects. Photos and comments can be added to the checklist for enhanced defect reporting. Once submitted, an auto–generated email is sent to stakeholders for action and the form is archived for compliance purposes.

No. 8 is the Facilities Maintenance Request. The Facilities Maintenance Request Form is used to request facility maintenance. Photos and comments can be added to the form for enhanced reporting. Once submitted, an auto–generated email communicates the maintenance request to stakeholders.

No. 7 is the Site Hazard Checklist. Use the Site Hazard checklist to standardise hazard inspections across facilities and find and communicate site hazards inspections. Photos and comments can be added to the checklist for enhanced reporting. Once submitted, an auto–generated email communicates the hazards to stakeholders.

 No. 6 the Safe Driving Plan. This form is used as a guide by heavy vehicle operators in planning a journey. This checklist is completed by the heavy vehicle operator and transport supervisor prior to the journey, then saved to a draft folder in the smart device app. After the journey has been completed, the form is accessed by the transport operator, signed to confirm the journey was undertaken as planned, then submitted to stakeholders and archived.

No. 5 is the Driver Maintenance Request. This form is used by the transport operator to request maintenance on prime movers, trailers, forklifts and other equipment associated with the Transport and Logistics sector. If maintenance is needed due to a defect, photos of the defect can be added for defect reporting. Then, when the form is submitted, an auto–generated email communicates the maintenance request and defect to stakeholders.

No. 4 is the Pallet Load Form. The Pallet Load Form is used to document freight loaded onto a vehicle, the name of the customer or freight owner, and the brand of pallet the freight is loaded on. This form is designed to be completed by the Forklift Operator then validated by the Truck Driver. When submitted, the form is time and geo stamped for validity.

No. 3 is the Motor Vehicle Accident Details Form. This form is used to collect important information about a motor vehicle accident. Add photos, the accident time and date, witness details, and other important information such as details of the other vehicle and driver so they are available to Insurers and for an accident investigation. When submitted, the form is time and geo stamped to add validity.

No. 2 is the Forklift Truck Pre-Operational Procedure. This checklist is used to find and communicate defects on Forklifts and to complete a ‘Fit for Work Declaration’. Select ‘Ok’ or ‘Not OK’ for line items, add photographs of defects and supply a signature for accountability. Where ‘Not OK’ is selected, a description field and photo upload section unlocks so further information can be provided. Then, when the form is submitted, an auto–generated email communicates the defect to stakeholders.

No. 1 is the Vehicle and Equipment Pre-Start Checklist. This checklist is used to identify and communicate defects on vehicles and equipment and to complete a ‘Fit for Work Declaration’. Select ‘Ok’ or ‘Not OK’ for pre-populated line items, add photographs of defects and supply a signature for accountability. Where ‘Not OK’ is selected, a description field and photo upload section unlocks so further information can be provided. Then, when the form is submitted, an auto–generated email communicates the defect to stakeholders.

Learn more about DIGI CLIP and download the top 10 checklists and forms used by our logistics and supply chain customers by clicking here.