In this article, we review the overall and the general settings that can be applied to a checklist. These settings are applicable to the entire checklist and not just specific questions.

 

In this article, you will find:

• Settings related to the drop down arrow
• Settings related to the gear icon

 

Settings related to the drop down arrow

When you create or edit a checklist, you can click the arrow on the right side next to the "Active" button to display the following settings options:

• Add a description of the checklist to the Inspectly app
• Allow partial answers (recommended)
• Add the "Not relevant" as answer option to all questions
  • Lock the "Not relevant" answer option for questions
• Select profession for every response

 

Add a description of the checklist to the inspectly app

If you write something in this field, it will be displayed just below the checklist name in the checklist list in the app:

 

Allow partial answers (recommended)

If this setting is enabled, partial answers to the checklist will be be uploaded and synchronized to the admin page and other devices, instead of being saved locally on just one device. This way, on the admin page, you can keep track of both completed and ongoing checklists registrations, and you may allow other users to continue/complete each other's partial answers in the app or through the admin page.

Note! It is always possible for users in the app to save a checklist response as partial if not all questions are answered, regardless of whether this setting is enabled or not.

 

Add the "Not relevant" as answer option to all questions

This setting adds "Not relevant" as a response option to all questions in the checklist, in addition to the response options already selected/allowed in "Response Type". If you want to enable/disable this for specific questions in the checklist, this can be done in the settings for each individual question.

Lock the "Not relevant" answer option for questions

This setting can only be enabled if the "Add the 'Not relevant' option to all questions" setting is also enabled. In this case, all questions in the checklist will be locked so that you cannot remove the "Not relevant" response option in the settings for individual questions. This helps prevent accidentally disabling the response option when you later edit the checklist questions and their settings.

 

Select profession for every response

If this setting is enabled, the user will be asked to specify a profession before the checklist can be answered. It will be possible to choose from the professions that are both associated with the user and the checklist, as well as those allowed in the "Professions on project" under the "master data and professions" menu on the individual projects to which the checklist is linked.

 

 

Settings related to the gear icon

When you create or edit a checklist, you can click the gear icon at the top right to access the following settings options:

• Add to checklist folder
• Add to new projects
• Notifications (email)
• Print Designer
  • Do not include question no. in App and print 
  • Hide date and created by in print for all questions
  • Do not include non-relevant answers in print
  • Description before and after responses in printouts
• Signatures
  • Add signature role
  • Lock questionaire response (after signature)
  • Include all signature roles in printout (with and without signature)

 

Add to checklist folder

Select which checklist folder the particular checklist should be a part of. The same checklist can be included in multiple folders simultaneously, if relevant.

Learn more about Checklist folders!

 

Add to new projects

If you want the checklist to always be automatically associated with new projects, you can enable this setting.

 

Notifications (email)

You can configure notification settings for checklists to automatically or optionally send an email to selected individuals, both within and outside the company, whenever a checklist is submitted. The email will include the checklist response attached as a PDF report.

Read more about email notifications for checklist responses HERE!

 

Print Designer

Do not include question numbers in app and printouts

If this setting is enabled, the system-generated numbers next to the questions in the checklist will be removed in both the app and printouts.

 

Hide date and created by in print for all questions

If you do not want the date/time and the initials of the user(s) who answered the questions to appear next to each question in the printouts, you can enable this setting.

Note! "Created by" and "Created on" date/time will still appear in the header with the overall registration information!

 

Omit "Not relevant" responses in printouts

If you do not want questions answered with "Not relevant" to be included in printouts and reports, you need to enable this setting. In this case, neither the question nor the response will be included.

 

Add a description of the checklist to printouts

You can write an overall description of the checklist, which will be included in printouts, placed between the general registration information and the checklist answers. This can also be used for other important information that should generally be included in printouts.

 

 

Signatures

NOTE! These settings apply exclusively to overall checklist signatures set up in this section. They do not work with the standard "Signature" response type, which can be assigned to individual questions within the checklist.

By adding signature roles, you can also collect signatures from both internal and external users, including via our Document Portal, instead of requiring signatures to be physically made on the screen when the checklist response was completed - read more about it here: Request signatures on Checklists

 

Add signature roles

Click the "Add Signature" button under the general checklist settings to add overall signature fields for the entire checklist. These fields can or must be completed/sent when finalizing the checklist in the app or on the administration page.

How are these signatures completed afterward in the app?

Overall checklist signatures are always completed at the end of a checklist response and only appear when you press the blue checkmark that typically finalizes the checklist.

After pressing the blue checkmark, a page will open where you can complete the signature. If multiple signatures are required, they will appear one by one as they are completed.

For each signature, you must choose whether it can be signed immediately.

• If yes: If "Name" and "Company" are not automatically filled in (depending on the previously mentioned settings), they can be entered manually or selected from a project contact. Under "Select Contact Person," you will find subcontractors, internal, and external users associated with the project.
  Press "Sign" to add a signature (drawn directly on the screen) or "Skip Signature" to bypass it (this option depends on the previously mentioned settings).

• If no: A signature request can be sent to the relevant user who needs to sign
  (read more here: Request signatures on Checklists).

 

Lock checklist response (after signature)

By locking the checklist response once it is signed, you ensure that the response cannot be modified afterwards. Be aware that you will only be able to sign and upload the registration once all questions in the checklist have been answered.

 

Include all signature roles in printout (with and without signature)

When the setting "Include all signature roles in print (with and without signature)" is enabled, it means that even if one or more of the overall checklist signatures are not completed when finalizing the checklist, fields for them will still appear in prints and reports. This allows you to see which signatures are missing.

If a checklist response is later signed on paper or via an external PDF tool (except for our Document Portal), it will not be possible to add these signatures to the original checklist response in Inspectly. Therefore, we recommend sending a signature request as part of the checklist response, which can then be completed via a Knowledge Alert or the Document Portal.