Checklists
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Find checklists under ⚓ Checklists in the Vessel section of the sidebar. Every checklist on the boat shows as a pill at the top of the page. Pick one to see its items, or start a new run of it.
Built-in checklists
- Before Trip: pre-departure checks, organized by category (Engine & Mechanical, Safety Equipment, Navigation & Electronics, and so on).
- After Trip: post-trip checks, such as cleanup, storage, and shutting systems down.
- USCG Safety: repeats yearly. It's based on the U.S. Coast Guard's recommended safety equipment, including registration and documentation, PFDs, visual distress signals, and fire extinguishers.
Looking to log trip details like distance, conditions, or crew hours? That's ⚓ Captain's Log. See Captain's Log.
Running a checklist
Click Start checklist to begin a new run. Check items off as you go. The "X of Y items checked" count and the per-category progress update as you work.
- Filter by category, by equipment, or by what's still remaining versus already checked.
- Reset unchecks everything on the current run so you can start over.
- + To-do on any item turns a problem you spotted ("Issue: bilge pump") into a to-do linked to the relevant equipment.
- Some items are tied to a piece of equipment and ask for engine hours or condition when you check them. That reading goes straight into the equipment's history (see Equipment).
Items are required or optional. Complete checklist becomes available once every required item is checked. Past runs are kept under 📖 History, which shows when each run happened and what was checked.
Your own checklists
Click + Add checklist to add another checklist to the boat:
- 📋 From template: start from a checklist ReadyHelm provides (for example, Spring Commissioning). Templates are free on every plan. If ReadyHelm later adds items to a template you're using, they show as New in the template so you can pull them in.
- ✎ Custom: build a checklist from scratch. Custom checklists are a Skipper-plan feature (see My Account, Plans & Upgrading).
A checklist you add can repeat every so many days, weeks, months, or years from a start date. Its pill then shows where it stands: Never run, Next: [date], Due in N days, or N days overdue.
Managing items
Manage items lets you:
- Add your own items to any checklist, including the built-in ones, and mark them Required.
- Make an item one-time by turning off Recurring. A one-time item is removed after the next run that completes it. This is handy for "check the new bilge pump after install."
- Pick equipment to prompt for, so that item asks for hours or condition every time it's completed.
- Turn default items on or off for your boat, or delete items you added.
Managing checklists
Manage checklists lets you edit a checklist's name and schedule, or hide it from the pill list without deleting it. A hidden checklist can be turned back on any time from + Add checklist.