How to Add a General Checklist

How to Add a General Checklist

Step 1. Select the Checklist Button

To add a checklist select the pink Add Checklist button. For large screens this will be on the left. For small screens this will be at the bottom (Figure 37).
If there is not a pink button, your site may have not enabled checklists or there may not be any associated with your Role.
 
Figure 37 – Add a checklist button location

Step 2. Select the Checklist

Checklists can be categorised for easy access and restricted to set roles. On your checklist selection page, you will have the option to continue working on a partially complete checklist or begin a new one.
You can select the checklist you want to fill out by clicking on it.

Figure 38 – Selecting a partially complete or new general checklist

Step 3. Fill in the details

Fill in the fields from top to bottom (Figure 39). Red boxes are mandatory. They must be completed before you can submit the checklist. 
If you missed a mandatory property or forget to place the icon on the map a prompt at the bottom of your screen will appear when you try and submit it.
If your checklist has the map location enabled, you can tap on the map to indicate where the check took place. The location will show as a blue circle.

Figure 39 – Filling out checklist details

Step 4. Add photos and files

You can add comments, files and photos to any specific answer or generally at the bottom of your checklist.

Step 5. Submit

Select Submit to finalise the checklist.

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