Set Up Inspection Checklists

What you'll need

How to Configure an Inspection Type and Checklist.

1. First create Inspection Types (a way to categorise different inspections)
2. Next, Create Inspection Check List Types (these are the different sections of your inspection)
3. Finally, draw this all together by Creating an Inspection Type.
4. Select all the Inspection Check List Types you want to be included in this Inspection Type.
5. Hit Create

Create a Checklist

1. Go to Administration > Inspection Checklist Types
2. Click + to add a checklist
3. Choose checklist type (Inspection, Permit Start/Finish/Closeout, etc.)
4. Add questions:
   • Text types: Heading, Text, Free Text, Single Line
   • Response types: Yes/No, Yes/No/NA, Date, File Upload, Image, Signature
   • Action types: Issue-linked, Audit Score, Nested Inspection

Checklist Features

• Set default checklist for specific inspection types
• Use Copy Settings to New Question for efficiency
• Reorder questions via dropdown or arrows
• Clone any checklist via the Options cog > Clone
• Use Audit Scores to track numerical compliance ratings

Deactivating a checklist 

• Navigate to Administration \ Inspection Checklist Types 

• Select the checklist and navigate to Options \ Deactivate

  A deactivated checklist:

• Can still be found via Administration / Checklist Types filtered by 'inactive status'
• It disappears from the available checklists to select within the Inspection Type

• There is no effect on an existing inspection containing the checklist, it still appears within the Checklists section

• If you are to reopen an inspection that included the (deactivated) checklist, you are able to edit the selected answers. You just won't be able to add the (deactivated) checklist via the blue plus button as it is no longer available to select.