How to assign checklists to guards on the Back Office Dashboard?

GuardsPro makes it easy to create customized checklists for each post site, ensuring consistency, accountability, and smooth operations across all shifts.

By assigning checklists, admin can track progress in real time, identify missed tasks and coach guards when needed. This reduces guesswork, improves service quality, and ensures every guard follows the same predefined steps.

📌 Prerequisites

Before you begin, make sure you have:

• You have the authorized access to the Back Office Dashboard.
• The necessary permissions to view and edit Clients → Post Sites.
• A checklist is already created under the post site.

✅ This guide will walk you through the steps to assign checklists to guards on the Back Office Dashboard:

🏢 Step 1: Navigate to Clients & Select Post Site

• From the main menu, click on Clients.
• Select Post Sites from the dropdown list.
• From the list of post sites, click on the one where you wish to assign the checklist.

📋 Step 2: Open the Checklist Tab

• Inside the post site, go to the Checklists tab.
• Click on New Checklist.

✍️ Step 3: Enter Details

• Add the name and description of the checklist.
• Assign the checklist to one or multiple guards.
• Use the +Add option to add multiple checklist items.
• Once finished, click Submit to finalize or choose Save as Draft if you want to continue later.

⚙️ Step 4: Manage Checklists

• Use the three‑dot menu next to a checklist to edit, delete or create a duplicate one.

• Click directly on a checklist to view its full description.

• To delete multiple checklists at once:
  • Select the checklists you want to remove.
  • Click on the Action button.
  • Choose Delete to remove them in bulk.

🎯 That’s it! Assigning checklists to guards ensures smooth operations, accountability, and consistent service delivery. With GuardsPro, managers save time, guards know their priorities, and every shift runs more efficiently.

For further assistance, feel free to contact the GuardsPro Support Team anytime.

For a detailed walkthrough, please watch our informative tutorial video on YouTube: