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Opening and closing routines that run on every shift

Give every shift the same open and close checklist, assigned to whoever is working, with a record of what was done and what was skipped.


The open and the close are the most repeated work a site does and the easiest to let slide, because the people doing them change constantly and the consequences of skipping a step usually arrive later.

Scheduled, not remembered

Set the routine once with a start date and an interval. Every day's occurrence appears on the day it's due, as its own record with its own history. Nobody copies yesterday's list.

Several routines a day

Opens, mid-shift checks and closes can run as separate schedules on the same day, each landing with the shift that's responsible for it rather than all appearing at 9am.

Whoever is on shift

Assign to a role or a location and the routine reaches whoever is actually working. A schedule set up in spring still works after a summer of staff changes.

Handover that carries context

Because each occurrence keeps its own comments and attachments, the closing shift can leave a note on the record itself — a fault, a delivery, something the morning needs to know — instead of on a scrap of paper by the till.

What was skipped is visible

A partially completed routine shows which items were done and which weren't, rather than collapsing to "incomplete". That's the difference between knowing you have a problem and knowing what the problem is.

What you'd be using

See it with your own routines