A checklist template uses questions previously added to the Processes library. The structure of the checklist template is formed at your discretion, it does not have to be multilevel, it can consist only of processes and questions, the sequence of which is also determined by you. You can add questions from different processes and blocks to the new checklist template. In the checklist template properties, you can specify what users will be able to use this template and set notifications for certain events happening to checks using the template.
How to create a checklist template
1) Open the Checklist constructor section of the website and enter the Checklist templates subsection.
To create a template, click on the Add button.
|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.
The new template will be displayed in the list of checklist templates.
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.
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 the 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.
Marks a question to be added to the template. Marked questions will look as on the screenshot below:
|Unmarks a question. The unmarked question will not be added to the template.|
|Marks all questions from a process to be added to the template.|
|Unmarks all questions from a process. They will not be added to the template.|
|Adds all marked questions to the checklist template.|
|Sorts questions in the list by date of change.|
|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
|Configure the answer type. You can choose from the two proposed types.|
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.
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.
|Makes the question mandatory. It will be impossible to finish the check without answering such a question.|
|A user will have to add an attachment (e.g. photo) to answer a question with this option enabled.|
|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.|
|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.|
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.
Determines the weight of the question.
Sets the deadline on which the problem should be fixed.