Creating custom checklists, such as risk assessments, allows engineers to fill in essential on-site forms at a basic level.
Setting Up Custom Checklists
Navigate to Settings:
Go to System Settings.
Scroll down to the Certificates section.
Select Custom Checklist.
Adding a Checklist:
Enter the Title and Description for your checklist in the form on the left side of the screen.
Click Add Checklist to save the template.
Configuring the Checklist:
Once saved, click Configure Checklist on the right of the checklist entry to start setting up questions.
Designing Your Checklist Questions
Add Questions:
Use the configuration page to enter questions, with required fields marked by an asterisk (*).
Question Type: Select the appropriate type from the dropdown (e.g., dropdown options, open text field).
Mark Required: Tick the Required checkbox to prevent questions from being skipped by engineers.
Save Questions:
After configuring each question, click Save Question to add it to your checklist.