Build or edit a Checklist Template

To start using Checklists, you'll first need to build a template from which the Checklist follows. This Template is the standard for that checklist. Start with a blank form (template) and add sections, questions and answers. See the video for a brief overview (6 mins).

Go to Checklists > Templates tab (requires Checklist Admin role) to create a new Checklist Template.

Checklist templates features include:

• Set Overdue after X hours, days, weeks or months
• Add any number of questions
• Make a question mandatory
• Sections for blocks of questions
  • A section can be made optional, so that the person completing the checklist can mark the section (and all the questions) as 'Not applicable'. Even if a question is mandatory, it will be ignored. If there is scoring, the scoring will be be excluded from totals.
• Automatically scored checklists
• Many types of answers: 
  • multiple choice
  • multiple select
  • text
  • numeric
  • date or time or date/time
  • add a photo
  • add a video
  • attach a document
  • table
  • signature
• Flag an answer to request follow-up (e.g corrective or preventative actions)
• Drag and drop
• Copy a question or section
• Copy a template
• Preview
• QR Code