Skip to main content
You can assign a required competency directly on a checklist template. This ensures that only workers whose competency meets the requirement are allowed to run the checklist.

Understanding Competency Requirements

Competencies create a hierarchy of capability. Different compentencies may be configured globally in RHS menu → Settings → Competency Types, or customised per-checklist depending on your organisation’s configuration.
  1. In Ezyid Lite, open Checklists.
  2. Open the checklist template you want to configure.
  3. Tap Edit Template or the settings icon.
  4. Scroll to Competency Requirement.
  5. Set the Required Competency Level from the dropdown.
  6. Save the template.
The checklist now enforces that the worker holds at least the selected competency level before running or submitting the checklist.