Uploading a checklist

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 uploading a checklist. For information on adding a checklist using the New Checklist pane, see Adding a checklist.

Tip: You can download a spreadsheet template by selecting the Sample File () button on the Data Upload pane. For explanations and examples of what to include in each column of your spreadsheet, see Checklist upload template.

Tip: Try creating a checklist manually first to better understand how each field works.

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

2. At the top of the Checklists screen, select Data Upload ().
   The Data Upload pane appears.
   

3. Select Choose File.
   A file manager window appears.

4. From your file manager, select your checklist spreadsheet and select Open.
   The name of the selected file appears next to the Choose File button.

5. From the Language drop-down list, select the language in which your spreadsheet was created.

6. Select Upload ().
   The pane displays the progress and status of the import.
   Once your checklist(s) import successfully, you can close the Data Upload pane to return to the Checklists screen.