UpKeep EHS allows you to turn any SOP or safety document into a checklist that can be used on work orders. The system analyzes your document and generates a checklist template automatically.
Generate a Checklist
Open any document in your EHS Documentation list
Select Create Checklist
A loading state will appear while the document is processed
During this step, the system summarizes the content and sends the required data to CMMS
Longer documents may take additional time to ensure accuracy
You will receive an in-app notification once the checklist has been created
View Linked Checklists
Refresh the document page if needed
In the Linked Checklists section, locate the checklist that was generated
Expand the checklist row to view additional information
Select the link to open the checklist template in UpKeep CMMS
Review and Edit the Checklist Template
Inside UpKeep:
Review the checklist items created from your document
Make any edits required
Save your changes
Each checklist includes a signature field for completion
