How to create a checklist template

You can create and generate checklists templates related to properties, areas, or assets using the checklist functionality. These can be made when you need them or can be linked to maintenance schedules. Before you can create a checklist, you need a checklist template.

Create a Template

1. To create  a checklist template, use the “Checklist templates” button menuoption under the module header “Maintenance.”

2. It will open the next screen. In this case, we don`t have any template yet and have to create a new one by clicking “New.”

3. By doing so, we get the following screen. Where In the next screen, we can enter details about the checklist and create questions, give the template a relevant name, and you can also write add a short description of for the listchecklist.

4. It`s possible to have different versions for your checklist,

• by using the “New” button in the include “Checklist versions. This will create a new empty version.

• by using the copy icon on the top right of the module. You will make a copy (new version) of your existing version where you can add or edit questions.
  

  Image Added

45. You must also define if the template concerns a Property, Area, or Asset. This choice will determine for which type of object the template is available. A template created for a Property can only be used by a Property and not by an Asset.

56. After filling in the requested details, like in the screenshot, it`s time to add the questions to the template. To do this, press the button “Questions.”

Create a section6. Here you have to click

A checklist consist of at least one section. Section are used to sort your question. Each sections contains one or more questions.

7. Click on the button “Create Section.” This will open a new screen. A Checklist exits out of one or more sections with questions.

78. In the following screen, you can give the section a name and a short description. By pressing the “Create question” button, you will get to the next screen, where you can create a question for your checklist template.

Create a question
89. In this screen, you can create your question. The question will be added to the section you are working in. Depending on the kind of question, you can adjust the answer type. For example, if the question is regarding a date, choose as answer type “Date.”

• Enter your question in the question box

• There is the option to make a question mandatory or not ( Required ‘yes/no’).

• Add text to the clarification box to clarify the question.

• Also, it`s possible to add a comments field and a field to upload pictures.
  

  

910. Click ‘Save and return when you are done with this question.

1011. You now return to the section you just created. Here you have two options:

• You can add more question by clicking the ‘Question’ button

• If you’re done with questions in this section. Click ‘Save and return’ to navigate back to the overview page. On this page you can create another section.

1112. If you want to preview and check your checklist, press the preview button. You will see how the checklist looks like and you can answer the questions.

Move question to other section

You can move a question from one section to another:

1. Go to the questions overview by using the “Questions” button in the checklist view

2. Select the question you want to move

3. Press the small arrow at the end of the row of the “Section field” (this one: '>')

4. Press the three dots

5. Select the section you want the question to be and press the button “Ok”

Generate a checklist based on a template

For a specific object

Users can generate the checklists from a list of available templates via the tab “Related objects” “Checklists” on a property, area, or asset.

For example for a property follow to steps to navigate to the part where you can generate a checklist based on a template:

1. Use the “Properties” option in the menu under “Properties.”

2. Search for the property for which you want to generate a checklist

3. Open Select the drop-down tab “Related Objects”

Next, to navigate to the specific object via the menu, it is also possible to use the QR code scan option via the startBoard if assets are given a QR code.

Please take a look at the screenshot below, where you can find the checklist.

Image Removed

The 'Available checklist templates' button on the checklist tab shows all checklist templates available for the object / linked product group.

Image Removed

By selecting one or more checklist templates and using the ‘Create checklist work order’ function button, a checklist work order is generated, and the checklists are linked to this work order. You can directly enter and submit the checklist or assign the checklist work order to someone else.

Image Removed

As part of a preventive work order

1. ‘Checklist’ tab. This might be hidden under the “Related Objects” tab.

For details review the end user article on checklists Checklists.

• Before you can create/use a checklist you first have to have a “Checklist template.”

• You can use checklist when you need one or a part of work order