Adding a checklist

Create checklists to define the inspection criteria and determine whether the inspection is graded on a numerical scale or is pass/fail.

Checklists can be created in the Inspection application by selecting Add () or imported using a spreadsheet file by selecting Data Upload (). The instructions below walk you through adding a checklist using the New Checklist pane. For information on importing a spreadsheet, see Uploading a checklist.

There are five main steps that you must take to build a complete checklist:

1. Accessing the Configure Checklists screen

2. Entering general information about the checklist

3. Adding categories for checklist items

4. Adding items to the checklist

5. Adding recipients for the checklist report and saving the checklist

 

1. Accessing the Configure Checklists screen

• From the main menu on the left side of the screen, select Inspection () > Configure Checklists ().
  The Configure Checklists screen appears.

 

2. Entering general information about the checklist

1. At the top of the Checklists screen, select Add ().
   The New Checklist pane appears with the Checklist tab open.

2. In the Name field, enter a name for the checklist.

3. (Optional) In the Description field, enter any information that will help you differentiate the checklist from other checklists on the Checklists screen.
   For example, you can enter the name of the location or the shift to which this checklist will be assigned.

4. From the Group drop-down list, select the group to which you want to assign the checklist.

5. If necessary, select Add Group to add a new group.
   The Add Group pane opens. For field descriptions, see Add Group pane.

6. From the Class drop-down list, select the option that best describes what the checklist will be used to inspect.

   • If you selected Text Input, enter the name of the new class in the Free Text field.

   • If you selected Location, select Select Location and complete the fields on the Select Location pane.

   • For all other options, continue to step 7.

7. From the Type drop-down list, select one of the following options:

   • If the checklist is graded on a pass/fail basis, select Pass Fail and then do the following:

     1. In the Pass Test field, enter the text that the inspector selects to pass a checklist item.

     2. In the Fail Test field, enter the text that the inspector selects to fail a checklist item.

     or

   • If the checklist is graded on a numerical rating system, select Range of Values and then do the following:

     1. In the List table, select Add Item ().
        A new row appears in the table.

     2. In the Display Text cell, enter the text that the inspector selects to apply the corresponding value.

     3. In the Value cell, enter the numerical value to add to the overall score when this option is selected.

     4. Select Update to save the new scoring option.

     5. Repeat steps a-d until all options appear in the table.

8. In the checkboxes section, select the checkboxes to make certain options available.
   For more information on what each checkbox does, see New checklist pane.

9. (Optional) In the Attachment section, select Choose File and from the resulting file manager window, select the file that you want to attach.
   The Attachment section updates with a preview of the attached file(s).

10. Select Next ().
    The Category tab appears.

 

3. Adding categories for checklist items

Checklist items are grouped into categories. In the Category tab of the New Checklist pane, add the different categories for your checklist items.

1. In the Category field, enter the name of a category.
   

2. Select Add ().
   The new row is added to the table.

3. Repeat steps 1 and 2 until all categories appear in the table.

4. Select Next ().
   The Items tab appears.

 

4. Adding items to the checklist

Items are the tasks, questions, and other criteria that make up your checklist. In the Items tab of the New Checklist pane, add the items that will constitute your checklist.

1. Select Add ().
   The Add Item pane appears.

2. From the Category drop-down menu, select a category for the item.

3. In the Items field, type a question for the inspector or a description of the inspection criteria.

4. In the checkboxes section, select the checkboxes to make certain fields mandatory during inspection.

5. (Optional) Select Add Sub-Item(s) to configure additional checkpoints for the item.
   

   Note: Saved Sub-Items appear in the Customized Fields table where you can edit or delete them as needed.

6. Do one of the following:

   • To save and add a new item, select Save & Continue.

     or

   • To save and close the dialog box, select Save & Close.

7. Select Next ().
   The Recipients tab appears.

 

5. Adding recipients for the checklist report and saving the checklist

In the Recipients tab of the New Checklist pane, add the email addresses of all recipients of the checklist.

1. In the Recipients Email Address field, enter one or more email addresses, separated by a comma.
   For example, “jsmith@company.com, jdoe@company.com”.

2. Select Add () to save the recipients to the list.

3. Turn on Checklist Enabled ().

4. Select Save ().
   The New Checklist pane closes, and the checklist is saved.