Create a Checklist
- Go to Administration > Inspection Checklist Types
- Click + to add a checklist
- Choose checklist type (Inspection, Permit Start/Finish/Closeout, etc.)
- 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
Deactivate checklists if no longer in use—they can be reactivated later