How to Use Checklist Templates

Use the following information to use an existing Checklist template.

Note: You do not need to click any save buttons; your checklist template is automatically saved with all changes.

Header Fields

There are different sections of the Checklist you are about to create. There is a header and then item groups. The header section is for anything that you would like to be at the top of your checklist. The header will appear directly after the body text of the template, and the checklist template name will be shown on the banner at the top of the header.

  1. Add Header Field: select to add a new field to the header.
  2. Name: this is the database value. This field must be filled in.

    If you want the Job or an Inspection date to show in the checklist grid, you will have to name the Name fields on the checklist template: Job Name, Total Score or Inspected Date. You can then change the Label field to something more fitting like 'Job:' or 'Date:' and the value will show in the grid on save. The Job header field must have a Job drop-down type to populate in the grid (for example, Drop-down – KDS – Jobs).
    Note: The Total Score column populates from a header field with Safety Score in the Header field.
  3. Label: text that will appear on the Header for this field.
  4. Type: Text, Numeric, Date, Time, Drop-down, or Checkbox. The type needs to match the format you would like for your Header Field information.
    • Checkbox: this is a single checkbox, with the Label acting as the directions.

    • Date: this is a field that will accept date values. These values will automatically be formatted to a mm/dd/yyyy format. There will also be a box where you can pick a day from a calendar or insert today's date.

    • Numeric: a text box that will only accept numerical values.

    • Text: a text box that will accept any character. It is a fixed size, showing a single line of text.

    • Time: allows users to enter time in an HH:MM format. It will only accept numerical values. There is a button that toggles between AM and PM.

    • Drop-down: allows users to include a drop-down list linking to a custom lookup. You can scroll through the contents of the drop-down or type alphanumeric characters to filter the drop-down.

      Note: You can add new drop-down types in Admin > Manage Lookups.
  • Required: the required checkbox determines if this header field requires a response before being submitted.

  • Restricted: only users who are part of the enabled employee group (see portal setting) will be able to see and edit this field.

  • Active: if you no longer want a Header Field to be shown you may deactivate it by unchecking the Active checkbox.

New Item Group

Once you are finished with creating the header for your new checklist, you can add other sections to your checklist by adding new item groups.

  • Enter the name for your new item group, and select the Add New Item Group button.
    Note: This goes in the order you enter them in (first group on the top, last one on the bottom).
  • To begin editing and adding fields to your new group, select the group name.

    • Add Item: add a new item to your group.

    • Up/Down Arrows: rearrange the order of your items.

    • Paperclip: attach a picture to your group item.

    • Item Number: number the items on your checklist (recommended). Enter an item number in this section, the number will appear directly before the item itself.

    • Item Prompt: the question your user will be answering.

    • Item Long Prompt: this field allows users to add additional detail to the item, using HTML styles.

    • Response Type: choose how users will respond to the items on the checklist. For full details on the response options, see Response Type Options for Templates.

Delete an Item Group

If you would like to delete a group, click the red trashcan button next to the item group you are deleting. A pop-up will ask you for confirmation. Click Delete to delete the group.