This article explains how to create your own checklist type, as well as how to adjust the settings related to a specific checklist type. 

In this article, you will find:

• What is a checklist type?
• Create a New Checklist Type
• Checklist Type Settings
• Changing the Order of the Checklist Type

What is a checklist type?

Checklist types in Inspectly are used as general categories for the checklists you create for different tasks in your projects.

For example, you can create a checklist type called "Goods receipt inspection" to manage the receipt of goods and components. Within this checklist type, you can then create specific checklists, such as "Wood Components," which are used to record and inspect the receipt of wood-based materials.

The checklist type helps you organize your work and ensures that all records are collected systematically.

The image shows an example of how the relation between checklist types and checklists can look:

Create a new checklist type

Global ➜ Digital QA ➜ Checklists ➜ Manage ➜ Checklist Types ➜ Add Checklist Type ➜ Enter a Checklist Type Name ➜ Save

Checklist type settings

Each checklist type can be edited as needed. You can adjust the checklist type settings through:

Global ➜ Digital QA ➜ Checklists ➜ Manage ➜ Checklist Types ➜ Click the arrow

If you want the checklists in the checklist type to be marked on a floor plan, you need to enable "checklist with location." you also need to consider the following:

Mandatory location text
Make it mandatory for users to enter text

Mandatory location marking
Make it mandatory to mark the location on, for example, a floorplan

Allow barcode scan at location text

Part of the Inspection module

Allow marking on map in the app

Allows the user to select their location on Google Maps

Tip: Hover over "?" for additional descriptions.

If you do not want them to mark on a floorplan when completing a checklist, you should choose "Checklist without location".

It is also in the checklist type where you specify which user group will have access to the checklists in the checklist type.

Can create
Users can create responses in the checklist type.

Can see own
Users can see their own registrations in the app.

Can see all
Users can see all registrations in the app.

Changing the order of the checklist type

Global ➜ Digital QA ➜ Checklists ➜ Click the pencil icon next to the checklist type (the pencil on the blue bar) ➜ Hold down the mouse button on the two horizontal lines and move them up or down, depending on where you want them placed

Contact us

If you have any questions, you are always welcome to call our support at +45 70 60 60 55 or send an email to support@inspectly.com