Checklist tab on the New Checklist pane

Enter a unique name for the checklist.

Note: Unifocus recommends using a name that clearly describes what the checklist will be used to inspect.

Enter a description of the checklist. Provide as much detail as possible to help identify the checklist and its intended purpose.

Select the group from the drop-down list that will use the checklist.

Open the Add Group pane where you can add a new group, if necessary.

Select the name of the class to which the checklist will apply.

Open the Select Location pane where you can choose which location(s) the checklist will be used to inspect.

Select whether the checklist will be graded on a pass/fail basis or whether it will be graded on a numerical rating system.

Enter the text that the inspector selects to pass a checklist item.

Enter the text that the inspector selects to fail a checklist item.

Use the table to enter the text that the inspector selects to score checklist items.

For example, when adding the lowest score, you might enter "Poor" in the Display Text field and "1" in the Value field.

If selected, inspectors can enter comments about checklist items.

Select the Mandatory checkbox below Capture Comments to require inspectors to enter a comment for all items.

If selected, inspectors can attach images to checklist items.

Select the Mandatory checkbox below Capture Images to require inspectors to attach images for all items.

If selected, inspectors can create Service jobs for items that require attention.

If selected, inspectors are required to select a response for all items.

Select Choose File to attach an image or file to the checklist.

For example, you can include an image of what a room should look like after a successful inspection or a PDF document that provides a list of guidelines.

Saves your changes and opens the Category tab on the New Checklist pane.