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Step-by-step guide to creating a checklist

Instructions

Create a checklist

1. Go to the checklist module and click Create new to create a new checklist.


2. Enter information about the checklist in the fields and click Save.

Design the checklist

3. To create new questions in the checklist, click Add question.


4. To change the question type, click the drop-down list and select the correct type.


Checkbox, one at a time is a single choice field. This is used where one response option excludes the other, such as with "Yes" and "No" questions.

Checkbox, several at a time allows you to check several options for the same question.

Information makes it possible to create a field with information in the checklist. This field will be green in the response. It is not possible to create response options for this point.

Signature from app makes it possible for checklist respondents to use touch to write a signature in the app.

Tip: If your checklist contains different sections, the checklist can be broken down using the Section question type.


5. Click … to add question text.


6. To create a response option, click Add option.


7. Click Add question to add more questions to the checklist.

Tip: If the checklist has several questions of the same type and with the same response option, you can duplicate the question and change the text.


8. Click the trash can if you need to delete any option or question.

You can change the order of the questions and options by dragging them up and down by hovering the mouse over the arrows and dragging.



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