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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 and click Save.

Note: The checklist must be saved before the option to add questions appears.

Set up the checklist


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


4. All new questions added will be assigned the question type 'Paragraph' by default. To change the question type, click the drop-down list.


5. Select the correct type by clicking on it.


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 the checklist contains different sections, the checklist can be organised using the 'Paragraph' question type.


6. Click … to add question text.


7. To add an answer alternative to the question, click Add alternative.


8. Enter text for the alternative and add more alternatives if needed.


9. Click Add question to add more questions to the checklist. If the checklist has several questions of the same type and with the same alternatives and settings, you can duplicate the question and change the text.


10. To delete a question or answer alternative, click the trash can icon.

Info: You can change the order of the questions and alternatives by hovering the mouse over the arrows, left-click and drag them up and down.

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