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    List of checklist templates

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    A checklist is a tool that can help you assess the quality of execution of business processes or standards running in your company. You can either create a checklist template directly in "Qvalon" or add it via import.

    The employees of your company will be able to use these templates in order to conduct their own checks.
    Checklist constructor menu

    Template editing menu

    How to create a checklist template

    Checklist constructor menu

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    The drop-down list Category sorts the templates by their subject.

     

    Categories can be disabled by default. Please, contact your manager to enable them.

    mceclip2.png You can search for templates by name. 
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    Only active templates will be shown by default.

    You can untick this box if you want to see the templates that are not active.

    mceclip4.png Imports a template from an Excel file. Please, visit this page for further information.
    mceclip5.png Creates a checklist template.
    mceclip6.png The checklist templates are presented as a list.
    mceclip7.png Copies the content of the selected checklist template.
    mceclip8.png Opens the content of the selected checklist template and allows editing it.
    mceclip9.png Checklist templates cannot be deleted, but they can be deactivated. Once the template receives this status, it will not be used and shown by default.
    mceclip10.png You can click on these buttons to download the list of your templates as a PDF or Excel file.
    mceclip12.png Displays the total number of templates.
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    You can configure the number of templates that will be shown on each page by selecting 5, 10, 15, or 20 from the drop-down list.

    Template editing menu

    You can open the editing menu by clicking on the Edit button.
    The editing menu can be used to view and edit checklist templates.

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    mceclip1.png You can change the name of your template by entering the new name in this field. To save changes, click on the mceclip2.png diskette icon.
     

     

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    This switch indicates whether the template is active or not. Any new template will be Active by default. To hide it from the templates list, you should change its status to Not active.

    You cannot delete a template. Instead, you should deactivate it. Once deactivated, the template will be hidden and no longer available for use. 

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    By default, questions in the template will be shown by processes. Switch to the Zones if you want the questions to be shown by zones.

     

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    Click on this button to add a question from the Processes library.

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    Click on this button to add a new question to the template and the Processes library. Please note that if you create the question this way, you will only be able to specify the text and a hint to the question.

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    Deselects all selected questions.

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    Deletes all selected questions.

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    You can click on this button to edit the template by importing an Excel file. Please visit this page for further information.

    mceclip11.png You can choose the answer type for the checklist: Yes/No or Yes/Medium/No.
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    You can mark the main questions as Blocking category.

    If the blocking question is answered negatively, the other questions from the category will be unavailable for an answer.

    For example, if you answer the question "Is the store open?" negatively, you will not be able to answer other questions from the same Category.

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    You can mark the main questions as Blocking checklist.

    If the blocking checklist question is answered negatively, the other questions in this checklist will become unavailable for an answer.

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    Makes the question mandatory. It will be impossible to finish the check without answering such a question.

     

    How to create a checklist template

    1) Open the Checklist constructor section of the website and enter the Checklist templates subsection.
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    To create a template, click on the Add button.

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    You can also import a template from an Excel file. Please, visit this page for instructions.

    You will see the template creation screen. Enter the name of the template in the textbox and press on the Create button. 
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    The new template will be displayed in the list of checklist templates. 
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    The template will be empty after you create it. To fill it with questions, click on the Edit button opposite to the desired template.  You will see Template editing menu
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    2) To add a new question, open the Processes library subsection of the website. 

    Then create a block and related processes. 

    To find instruction on how to work with Processes library, follow the link below:

    Questions are linked with the company processes. You can only add a question to the related process. 

    You can either add an already existing question from the Processes library or create a completely new question. 

    We recommend you add new questions in the Processes library subsection. Doing so, you will be able to add already existing questions on this step.

    3) Add questions to the template and configure them.

    Once you have created the template, it is about time to add questions to it. To do so, click on the Add existing question button. You will see a window with blocks of processes from the Processes library

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    Marks a question to be added to the template. Marked questions will look as on the screenshot below:

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    mceclip9.png Unmarks a question. The unmarked question will not be added to the template. 
    mceclip8.png Marks all questions from a process to be added to the template.
    mceclip10.png Unmarks all questions from a process. They will not be added to the template.  
    mceclip11.png Adds all marked questions to the checklist template.
    mceclip12.png Sorts questions in the list by date of change. 
    mceclip13.png Searches the list for questions with specific keywords. 

    After marking all questions needed, click on the Add questions button in the bottom of the screen. Marked questions will be added to the checklist and you will see their list. 

    You can add questions from different processes. If you do so, the questions from the same process will be grouped into a Category.

     

    4) Configure the questions in the checklist template

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    mceclip16.png Configure the answer type. You can choose from the two proposed types. 
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     A Category contains questions from the same Process.

    If you choose this option, a user will be unable to answer other questions from the same category after answering the blocking question negatively. 

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    You can mark questions as Blocking checklist.

    If a user answers such a question negatively, he will be unable to answer any other questions from the checklist. 

    mceclip19.png Makes the question mandatory. It will be impossible to finish the check without answering such a question.
    mceclip20.png A user will have to add an attachment (e.g. photo) to answer a question with this option enabled. 
    mceclip21.png A user will have to add an attachment (e.g. photo) to answer a question with this option enabled but only if he answers the question negatively.
    mceclip22.png By default, if a user answers some of the questions negatively, a new task will be created. If you choose this option, no tasks will be created if the question answered negatively.
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    Allows a supervisor to determine a deadline to fix the problem. If this option was not selected, the deadline will be determined as default. 

    To set the default deadline open Settings -> Parameters -> Checklists and enter the default amount of days in the textbox.  mceclip15.png

     

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    Determines the weight of the question. 

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    Sets the deadline on which the problem should be fixed.

    Checklist templates search

    In order to search for some checklist template, you should enter its name fully or partially in the field Search by name.

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    If your company has many checklist templates, you can change the amount of templates to be shown on the page to make the search more convenient.

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    How to hide a template

     You can hide any checklist template from the list. To do so, click on the Deactivate button.

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    If you want to see deactivated checklists in the list, untick the Active only box.

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     You can also restore any checklist template that was deactivated. To do so, open the template you want to restore by clicking on the Edit button and switch the template status to Active. 

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