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Checklists

View Checklists

Visit Account > Checklists. Here you will see all of your current checklists.

Create a new Checklist

To create a new checklist, select Create New Checklist from the upper right. Give it a name and press Create Checklist.

Edit a Checklist

Click a checklist to view or edit it. If you have the admin permission Create/Edit Item Types and Checklists it should be editable.

Checklist Details

Select the first tab Checklist Details

  • Checklist Name: This is the name of the checklist
  • Checklist Instructions: These instructions will be shown at the top of the checklist when it is checked.
  • Status: Set to inactive to hide from lists.
  • Require Certification to check: If one or more certifications are selected, the check requires a person with that certification to be run. If multiple are included, then any one of those will suffice.
  • Restrict Checks: This determines if the checklist can be submitted by a public person not logged in.
  • Submited this other checklist when this checklist passes: This allows one checklist to automatically count as a submission of another lesser checklist.
  • Immediate Feedback: This toggles whether or not the feedback (green checks, red crosses) shows up as the checklist is being filled out
  • Date of Manufacture handling: If set to "Consider manufacture a pass" then the checklist won't be required on new equipment, until one frequency period has elapsed.
  • Frequency: How often the checklist needs to be run
  • Assigned To: An optional set of users which will be alerted when items needing this checklist are due.
  • Categories: Categories applied to every item that requires this checklist.
  • Checklist Question Order: Allows you to randomize the questions, keeping checkers on their toes.
  • Files: Allows you to attach files to the checklists, such as PDF instructions.

Checklist Questions

Select the second tab Checklist Questions

Add new questions by pressing Create New Checklist Question, or press the ⨁ on an existing question to add a new one below it.

Click the ☷ to drag questions and reorder them

Click a question to open it up and view/edit its details, or to close it again.

To delete a question, press the rubbish bin icon.

Question: Details

  • Question Text: Enter the question itself
  • Type of Question: Select the kind of question. The following are available:
    • Yes/No: This is a simple yes/no switch. It can only be yes or no, and it starts out as 'no', so there is no way to detect if somebody answered it or not. We assume all switches left in the 'no' position are answered.
    • Yes/No/N/A: This is like yes/no, but has a not-applicable option, and also starts out unanswered.
    • Text: Freeform text answer
    • Number: A numeric answer
    • Date: A date answer
    • Section Title: This isn't a question at all, but a bold title that can be used to organise the checklist better.
    • Image: This allows the user to upload a single image
    • Multiple Images: This allows the user to upload one or more images
    • Signature: This allows the user to sign their name
    • Multiple Choice: This is a multiple choice answer. You will have to define choices on the Choices tab.

Question: Hint

This is where you can enter a hint, which will be rendered faintly below the question.

Question: Fail When / Alert When

If the checklist can fail or alert because of an answer to this question, here is where you determine how that can happen. The way to specify when a question fails depends on the type of question:

  • Yes/No: Just select which answer makes the question fail.
  • Yes/No/NA: You can select any of yes/no/na as the answer that makes the question fail. Unfortunately you cannot select two of the three options for failure (e.g. both no and n/a cause failure). If you need that, use a multiple choice question type instead.
  • Text: Here, you can choose multiple ways failure could happen: when the question "is filled in", "is not filled in", "matches", "does not match", "contains", or "does not contain". Matches is a direct equality comparison (case insensitive), whereas contains checks if the phrase is within the answer somewhere.
  • Number: Here you can choose a simple mathemtical relation that causes failure with "equals", "doesn't equal", "is less than", or "is greater than". In the box you can put a number, or you can type another question on the checklist and pick it from the pulldown, and it will compare to the answer of that other question. If you do this, you'll have the option to add a numerical offset with a plus/minus option.
  • Number (formula): This is a newer and more expressive way to determine when a numerical answer fails. Here you can type in mathematical formulas on both sides of a comparison operator of your choice. You can use numbers, +, -, *, /, (, and ) as well as the two special variables A and R where A is the answer to this question, and R is the answer to some other question on this checklist. If you use R you need to start typing that other question in the box at the bottom and pick that other question from the drop down list.
  • Date: Unlike most other question types, dates can pass when the checklist is submitted and fail after some time passes. Specify when the answer becomes a fail. When that time occurs, the checklist will fail and you will be notified.
  • Image: You can make it fail either when it is supplied, or when it is not supplied.
  • Multiple Images: You can choose how many images cause it to fail, either too many, or not enough.
  • Signature: You can make it fail either when supplied, or when not supplied.
  • Multiple Choice: You can choose which answers among the choices cause the failure.

Copying Checklists from the Checklist Library

NOTE: You may find it easier to copy Item Types from the Item Type Library as they will include checklists. If you copy checklists first, and then an item type that uses those checklists, it may make two copies of those checklists.

EZICHEQ has prepared a number of industry standard checklists. You can easily copy these checklists into your company. Once you have done so, you can edit them if you wish to make changes to them.

Start by going to Account > Checklist Template Library. On any checklist click View Design to explore that checklist. Press Copy to create an editable copy within your account.