Creating a new Checklist Type

Summary: Create a new checklist type, so you can have a template to re-create checklists with similar items.

Considerations: You can click Save draft at any time to save your work.

1. From the Checklist module, expand the Actions menu, and then select Manage Checklist Types. A list of existing checklist types shows.

   

2. Click the Add icon to create a new checklist type. The Checklist builder opens.

   

3. Enter a Checklist type ID, Title and Checklist category.

   The Checklist Type ID is an abbreviation of the title and shows in the Checklist reference number.

   The Title is the name of the checklist and should give a clear indication of what the Checklist will be used for.

   The Checklist category provides a classification for numerous checklists, for example, Safety, Earthworks, Site Inductions.

4. In the Section box, specify the section name, which will show as the header for that section. The section name can have multiple lines. You can optionally use the formatting tools in the Label section of the Section details panel to format the section name.

   

5. Click the arrow at the top of the Section details panel to go to the Components panel.

6. Drag and drop a question type in the designated box in the section.

   

7. Enter the item number of the question.

8. Click the field below, and then enter the question text. You can use the tools in the Field details panel to format the question text.

9. If you want the question to be required, select the Required check box.

10. If you want to add additional sections to the checklist, click the arrow at the top of the Field details panel to return to the Components panel, and then drag and drop the Section layout type into the checklist. Any number of sections can be added to a checklist. At least one section item must be specified in each section.

11. Repeat steps 4-9 for each section you add. If you want to change the order of the sections, click the Move icon in the section, and then drag and drop to the new position.

    The item numbers are not validated or reordered. If you change the order of steps, you must manually change the item numbers of all affected sections.

12. Click Publish to save and publish the checklist.