Global ➜ Digital QA ➜ Checklist ➜ Manage ➜ Create checklist ➜ Fill out the information ➜ Save 

When creating the checklist you are required to fill out the following points:

Give your checklist a name that is self-explanatory so that you can easily identify the checklist.

Choose a checklist type for the checklist to be associated with.

Choose the profession for the checklist to be visible too. If you choose, e.g. Carpenters, the checklist will only be accessible by those users with the carpentry profession

Select the project or projects on which the checklist can be used. You select a project by clicking on the project. If you want to associate more projects, select more projects by clicking on those projects.

To set up the custom checklist, you need to create:

Write the question for the users to answer while doing their job.
​

The answer type is the options you have for answering the question that is asked.

The most commonly used answer types are explained below:

Click the "+" icon to add more questions to your checklist.
​
​

You can add additional settings for each question by clicking on the arrow.

Provides the ability to use "not relevant" as the answer to the question, and thereby making it possible to skip the question.

If you use the answer type "lists" or "several answers", it's an option to select more than one answer.

Provides the ability to add comments to the question.

Make it mandatory to add a comment before the question can be answered.

E: Include a comment in printouts

Activate this to make the comment included in the print.

Global ➜ Digital QA ➜ Checklist➜ Click on the blue pencil

Copy a checklist

Highlight the checklist you want to copy ➜ Click "Select action" ➜ Copy

Hover the mouse over "i", and the questions of the checklist will be displayed.

If you have any questions, you are always more than welcome to contact our support at support@inspectly.com