This article will go over how to create your own checklist type so that your checklist types are tailored to your company's needs.

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 can be 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.

This picture shows an example of how the relation between checklist types and checklists can look like:

Create a new checklist type

Global ➜ Checklists ➜ Checklists ➜ Manage ➜ Checklist types ➜ Add Checklist type ➜ Enter a Checklist type name ➜ Save

It is also possible to make the settings for the checklist type both when creating and later editing, you can read more about this in the next section.

Checklist type settings

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

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

Select master type
The first thing you need to decide is whether checklist under the checklist type should have the option of location or not. If you want the checklist in the checklist type to be able to mark, for example, on a floor plan, you should enable "Checklist with location", if you do not want to be able to mark on a floor plan when answering a checklist, you should select "Checklist without location".

You can also choose to write a location text here, if you do not write anything here it will be "Set location" by default.

Mandatory location text
Make it mandatory for users to enter text.

Mandatory "mark on floor plan"
Make it mandatory to mark the location on, for example, a floorplan.

Allow barcode scan at location text

Will add the numbers from a barcode.

Allow marking on map in the app

Allows the user to mark on Google Maps where the registration was done.

Allow multi-response of checklist with default response

Allows you to answer all checklists under the type with default answers, if specified, on the app.

User group access

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.

Tip: Hover over "?" for additional descriptions.

Changing the order of the checklist type

Global ➜ Checklists ➜ Checklists ➜ Click the pencil icon next to the checklist type (the pencil on the blue bar) ➜ Click the mouse button on the two horizontal lines and drag 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