Getting Started

You've just signed up and not sure what to do first? Here's a guide to help you get started with the mobile app, completing a checklist, adding your team members, and more.

With Risk Memo, checklists are started from a template which is created on our desktop app, and then selected and completed from our Android or iOS mobile apps, here’s the download links:

Android: Risk Memo on the Play Store
iOS: Risk Memo on the Apple App Store

Step 2: Complete a Checklist

When you signed up, we added an Example Checklist to your account, which you will see on the first screen you come to after logging in to the app.

The Example Checklist will guide you through what can be done in Risk Memo, including the different question types, actions and attaching equipment records.

We’ve also added some example items of equipment to your account so you have something to attach to the checklist.

Step 3: Invite your team

Team member accounts on Risk Memo are free so there’s no barrier to having your entire team on board.

Adding team members is easy, simply invite them to join your account by sending them an invitation, which you can do from here.

Step 4: Send us your equipment records

If you have equipment records stored in an excel spreadsheet, send it to us and we’ll upload it for you.

For other tips on how to edit, search and segment your equipment data, here’s some useful help docs.

Step 5: Create a Checklist Template

You can either copy one of our Checklist Templates from our Template Library, or create your own in minutes with our Template Generator. Click here to read our AI Template Generator help doc.

Click here to jump straight in and generate a template with a short AI prompt.

Support

Finally, if you need any help or advice, please feel free to contact us via the chat widget in the app, or email support@riskmemo.com.