To create a checklist template, open the Checklist templates item in the Checklist construction section of the left menu.
To search the list of checklist templates, enter a part or full name of the checklist template in the Search by name field, then click Search button () or Enter.
Each checklist template in the list can be hidden. To do this, click Deactivate. To show/hide inactive checklist templates, use the Activity filter (uncheck/check Active only).
Click Copy to duplicate the checklist. To view and edit an existing checklist template, click Edit.
To download a checklist template in PDF or Excel, click PDF or Excel.
How to create a checklist
First create a library. In this article you will find instruction: Library
1) After the library is created, click the Add button.
2) Find the created template in the list and click Edit.
3) Add questions from the library or create new ones.
4) Select a checklist from the general list and assign business directions.
5) You can also edit user assignments, template properties, and change notification settings in the bottom pane.
- Yes / No.
- Yes / Average/ No.
- 1 to 5.
- 1 to 10.
Options 3 and 4 are possible with the Advanced Weighted checklist option. No = 0 points, Yes = 5 points or the maximum value set for this question in the Question Weight field.
Weighted.Five-point system, No = 0 points, Yes = 5 points, Average = 2.5 points. Question weight is used to normalize the impact of a question using the following formula: sum of all weights / number of questions * weight of this question * 5 when answering Yes.The default weight value is 1. For most cases, it is recommended not to change it, so that all questions will be equal and the calculation will be an arithmetic average.
Consolidated. The sum of all the weights of the questions answered Yes. In this case, the result of the checklist can be any number. Not recommended for use, except when the weight of individual issues is negative and means the amount of the fine in rubles.
Percentage.The algorithm is similar to the consolidated algorithm, but the result is displayed in percent. Answer Yes = 100% of the question weight, answer No = 0%, Average = 50%. Calculation is performed by process averaging.
Extended weighted.If you select this algorithm, a scale of 1 to 10 will be displayed instead of Yes / No. If the user selects a value, the result will be calculated by the formula: question weight / 10 * selected value. Score below 6 is considered critical and automatically generates a correction task.
The following options also affect the evaluation of the audit:
- question that blocks the category;
- question that blocks checklist template.
If the blocking question is answered No, then 0 points will be given for the entire test or process, regardless of the answers to other questions.
For example, the store is open during business hours: No means 0 points and answers to other questions are not important anymore.