How to Complete Checklist Items

This guide shows you how to complete checklist items and add notes.

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Steps

1. Open your case
2. Go to the Checklist tab
3. Find the item you've completed
4. Click the item to open it
5. Review what was required
6. Add notes (optional but recommended)
7. Click Mark Complete

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Adding Notes

Notes help document:

• How you completed the task
• Any issues encountered
• Follow-up needed
• Relevant details

Good notes help future investigators understand what happened.

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Attaching Files

You can attach supporting documents:

1. Open the checklist item
2. Click Attach File
3. Select the file (photo, report, statement)
4. Click Upload

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Time-Sensitive Items

Items with a clock icon are time-sensitive. They appear at the top and have deadlines.

Golden Hour items — Complete within 60 minutes of arrival

First 24 hours items — Complete within the first day

Complete these first before other items.

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Skipping Items That Don't Apply

If an item doesn't apply to your case:

1. Click the item
2. Click Not Applicable
3. Provide a reason why it doesn't apply
4. Click Save

The item is marked N/A and tracked separately.

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Related

• Checklist Phases Reference
• Your First Investigation Tutorial