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
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
- 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
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.
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 are exclusively for overall checklist signatures set up in this section. They do not work with the standard "Signature" answer type that can be applied to individual questions in the checklist.
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.
Always include signatures in printouts
When the "Always include signatures in print" setting is enabled, it means that even if one or more of the overall checklist signatures are not completed at the time of checklist completion, fields for these signatures will still appear in prints and reports. This way, it is clear which signatures may be missing, and you have the option to have people sign the checklist response later using a PDF tool or similar. However, note that any subsequent signatures cannot be added as part of the original checklist response.
Add signature
Click the "Add signature" button under the general checklist settings to add overall signature fields for the entire checklist, which can or must be filled out when completing the checklist in the app.
- Name: Choose a name/title for the signature, such as "Customer's Signature".
- Auto-fill person: Select "Yes" or "No" - if "Yes" is selected, the name and company of the signer will automatically be filled in with the information of the user completing the checklist in the app.
- Required: Select "Yes" or "No" - if "Yes" is selected, it will not be possible to complete the checklist in the app without filling out the signature!
Fill out signatures in the app
General checklist signatures are always filled out at the end of completing a checklist and only appear when you click the blue checkmark that usually submits the checklist.
- After clicking the blue checkmark, a page opens where you can fill out the signature. If there are multiple signatures to be filled out, they will appear one by one as you complete them.
- If "Name" and "Company" are not automatically filled in (depending on the previously mentioned settings), these can be filled in either manually or by selecting a contact person from the project. Under "Select contact person," you will find both subcontractors, internal, and external users associated with the project.
- Click "Sign" to add a signature (drawn directly on the screen) or "Skip signing" to skip (this option depends on the previously mentioned settings).
Contact us
If you have any questions, you are always more than welcome to contact our support at support@inspectly.com
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