See the list below for the components you can use when creating a checklist template.
Remember - checklist templates can be as simple or as complex as you like.
Component | What does it do? | What does it look like? |
checklist | This is where you specify the name of the checklist. It is a required field on all checklist templates |
|
section | This breaks your checklist up into collapsible sections. These are not necessary, but when used, each section must contain at least one checkpoint. |
|
checkpoint | This is a necessary component, all checklist templates must include at least one checkpoint. A checkpoint is where you can set the status, add comments and attach files. |
|
checkpoint-no-status | This can be used the same way as a checkpoint, the only difference is that it does not have a status attached. You might use this when you want to attach photos but not have them linked to a PASS/FAIL |
|
All of the below datapoints must be attached to a checkpoint. |
Component | What does it do? | What does it look like? |
*button | You can set specific button values, of which only one can be selected at a time. Specify these in the 'values' column, separating each with a comma (e.g: 1, 2, 3) |
|
date | Provides a date input box with a calendar picker to select a date |
|
*dropdown | This gives multiple specific answer types, of which only one (or none) can be selected at time. Specify these in the 'values' column, separating each with a comma (e.g: One, Two, Three) |
|
signoff | This prompts for a signature to be added, either on site, or a digital request for a signature to be sent via email to someone off site. If required these can be made mandatory. |
|
label | This is a text label that shows under the parent checkpoint |
|
number | A short text field allowing for only numerical input |
|
*radio | You can set specific response values, of which only one can be selected at a time. Specify these in the 'values' column, separating each with a comma (e.g: A, B, C) |
|
textbox | A free text input field that allows users to write notes and add comments to the above checkpoint |
|
tickbox | Add a single check box that can be checked or left empty |
|
For components marked with an * you will need to specify the options in the ‘values’ column of your checklist template.
Continue reading our article on How to Create a Checklist Template for how you can use these components to build out a checklist template.