Checklists overview

Checklists are forms for routine inspections. This video (3 mins) provides an introductory overview.

There are 3 tabs in the Checklists module. Most people will work from the Checklists tab. 

Templates

This tab is where you can build a new Checklist form, or template. To build a template, you start from a blank form and gradually add a title, questions and possible answers. The template is the master copy of a Checklist. This tab is only accessible to Checklist Admins. More details.

Schedules

Schedules can be set daily, weekly, monthly or annually and are assigned to a person in a Team. Anyone has visibility, however scheduling can only be done by a Checklist Admin. More details.

Checklists

This is the main view of Checklists. You can manually start a new checklist from here, and all Checklists (scheduled, in progress and completed) are displayed in this list. Anyone can start, complete and change a Checklist back to in progress. 

More information:

• Start a checklist
• Fill out a Checklist

Checklist features

• Scored checklist
• Export Checklist data
• QR Code and Public Checklists

Review status & Signature option