How to create Checklists?

Pre-requisites

1. Client and Site need to be setup first.
2. Manage Checklists permission needs to be granted.
3. Manage Checks permission needs to be granted.

Step 1:

Click on the Checklists navigation bar item, found on the left beneath the INSPECTIONS sub-heading.

You are also able to search for a Checklist by using the search function.

You are also able to download all checkpoints from all checklists by clicking the Checkpoints(.xlsx) icon.

Click on the +Checklist button located on the top right hand corner.

Step 2:

Fill in the name of the Checklist, Frequency and Pass Percentage.

You can select next Asset Inspection Dates if applicable.

Click on the +New Check to add a new check.

Step 3:

A New Check screen will pop up as shown below.

Fill in the Name.

Select or Deselect Instant Fail.

Select Image rule from drop-down list.

Checkpoints can be skipped on the mobile app by selecting N/A by enabling Can Skip. 

N/A can be removed as an option by disabling Can Skip.

Upload Check Image if any.

Select Comment rule from the drop-down list.

Provide the Task Description.

Add Predefined comments. You can check this article for full explanation on how to add predefined comments 

Click on Create Check button to add the check.

 Step 4 :

You can also click on the Add an existing check field by clicking the Add an existing check field and selecting a check from the list as shown below.

 Once done, click on the Create Checklist button.