Import your paper checklist

If your team already works from a printed or laminated checklist, you don't need to type it in. Take a photo of it and Session turns it into lists for you to check and add.

1. 1

   Open Import your checklist

   Open Checks → Edit lists. The first time, it's the first card under Start with a list. Once you have lists, select Import or use a template under New list.

2. 2

   Add a photo, a PDF or the text

   Under Photo or PDF, take a photo or choose one: up to 4 photos for a sheet that runs over several pages, or one PDF of up to 4 pages. Lay the sheet flat in good light, with the whole page in shot. If your checklist is in a document or spreadsheet, select Paste text and paste it instead. Then select Read checklist. It can take up to a minute.

3. 3

   Check what we found

   A sheet with several routines on it, like Opening and Closing side by side, comes back as a list each. Rename a list, or switch one off to leave it out. Select an item to change its type, wording, unit and range, or how often it's done. Use the ... menu to move or remove it, and Add an item for anything we missed. Lines marked Check this were hard to read.

4. 4

   Add the lists

   Select Add. Nothing is saved until you do. Your new lists are for every location, and an opening list goes first and a closing list last, so Today opens the right one. You can edit everything afterwards, like any other list.

What gets picked up

• Checks: most lines, ticked off as they're done.
• Readings: sauna, plunge and hot tub temperatures, chlorine, bromine and pH, with the unit and any range written on your sheet.
• Notes: lines to write in, like handover notes or faults.
• Ongoing tasks: instructions for the whole shift, like keeping the fires fed.
• Headings: section titles on your sheet.
• How often: "hourly", "every 30 minutes" and a column for each time of day become repeating checks; "between sessions" repeats at each changeover; "Mondays" or "weekly" becomes a check on that day, and "winter" one for November to March.

Columns for signatures, initials, dates and times are left out, because Checks records who did each check and when. Monthly jobs are left out too, and listed for you to add on set days if you need them.

Common questions

1. What happens to the photo? It's sent to Anthropic, our AI provider, to read your checklist. Session doesn't keep it: only the lists you add are saved. Cover any names, signatures or phone numbers before you take it.

2. It couldn't read my sheet. What now? Try a sharper photo, taken straight on in good light with no glare, or one photo per page. Handwritten sheets work best when the writing is clear. Or paste the text, or add items in Edit lists with Add several at once.

3. Is there a limit? You can import 10 times a day.