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” menuoption under the module header “Maintenance.”

Open

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. In the next screen, we can enter details about the checklist and create questions, give the template a relevant name, and add a short description for the checklist.

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.
  
  

5. 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.

6. 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 section

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.

8. 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
9. 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.
  
  

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

11. 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.

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

For details review the end user article on checklists Checklists.

Link checklist to preventive workorder (via maintenance schedule)

Checklists can be added to a preventive work order template within a maintenance schedule via the Checklists tab. The checklist(s) that are linked to the maintenance schedule will than be applied to all work orders that are generated from this maintanance schedule.

1. Click on “Maintenance schedules” under the “Maintenance” in the navigationMenu.

2. Search for your maintenance schedule and open it or create a new schedule

3. After opening the maintenance schedule > click on the button “Work order Template”

4. In this screen,you will see four different tabs. Select the the tab “Checklists”

5. Press the button “Add checklists”

6. Select the checklist(s) you want to use and press the button “Add selected checklists to work order.”