Adding Items to a Section

When specifying section items, the following details must be provided:

1. Item sequence – defines the order in which items appear within that section.

2. Item number – the item number which will be displayed on the Checklist.

3. Description – details of the item to be completed.

4. Tooltip – text to appear when mousing over the Checklist item.

5. Response Type – how the recipient (For Action) must complete their response e.g. single line of text, checkbox or date field. See detailed descriptions.

6. Mandatory – whether that item is mandatory within the Checklist.

   

Response Types

The following Checklist Response Types are available:

Text: Allows a single line of text to be typed.

Date: Text box in format of dd-mm-yy and a date picker.

Date Time:Text box in format of dd-mm-yy, a date picker and time selection.

Added the above 19.11 update for Date Time.

Checkbox: A single checkbox to be ticked.

Label: Free text used to provide information that does not require a direct response.

Attach File: Allows supporting file(s) to be attached.

Text Area: Allows multiple lines of free text to be typed.

Yes/No: A dropdown box with the option to select “Yes”, “No” or “N/A”.

Checkbox Group: Allows a user defined list of checkboxes which can be ticked individually.

Dropdown List: Allows a dropdown list of Administrator defined options.

Configuration Table: Allows a dropdown list selection from an existing InEight Document Configuration Table.

Address Book: Allows the selection of a Company and subsequent Contact.

TeamBinder Action: Allows TeamBinder Actions (Only Forms at this stage) to be raised from the checklist and linked (see "Creating a Form from a Checklist")

Signature: Allows for a signature control field to be added which can also be signed on the mobile app.