Create checklist

Think of the checklist as a template or single source of truth that your users will be checking against. This is especially important when your users come from different parts of the agency and you need to ensure everyone is using a standardised checklist.

Create

In the 'Create' page, you will be required to give your checklist a Template name. You may also provide brief information about what it is for.

A checklist has the following hierarchy of building blocks:

• Page

  This is a first-level compartment.

  Example: Checklist is for checking a storeroom with three shelves.

  Pages needed: Shelf 1, Shelf 2, and Shelf 3

  • Section

    This is a second-level compartment. This is useful for grouping a set of questions or items together.

    Example: Shelf 1 contains first aid medical supplies and firefighting supplies.

    Sections needed: Section 1 (First Aid), and Section 2 (Firefighting)

    • Item

      This is the specific item to check or question to answer. Items can be added within or outside a section.

      Example: Section 1 (First Aid) includes specific items such as gauzes and plasters.

See Response types, Logic, & Scoring to learn more about how to create a checklist with our features effectively.

Settings

If you encounter the error message "Please fix all validation errors and retry”, you should go to Settings and add at least one issue status label.

In the 'Settings' page, you will be required to add custom issue status labels to categorise issues. This will help your users to report issues more easily.

You may also add resolution status labels if you need users to report what actions have been taken.

Watch the video below to learn how to:

• create a checklist with the building blocks

• use different response types, logic, and scoring

• set issue labels and resolutions