How do I create a checklist?

You can do this in 2 ways.

  1. From Field check > Templates checklist

  2. From field check > Checklists

 

1. From Field check > Templates checklist

Select the template from which you want to create a checklist and click the "Create checklist(s) based on selected templates" button.

 

You can also select multiple templates.

You get a notification that the checklist has been created and are redirected to the checklists menu.

 

2. From Field check > Checklists

Here you can choose between two options

a) either you create an empty checklist

b) or you create a checklist that includes the data from the selected template

 

a) Empty checklist:

  • Click on "New entry"

  • Enter a title of the checklist

  • Enter what is applicable, executer, production order, product, production line, department

  • By default, the score table is displayed; it can still be modified.

  • Click on "Save

b) From a selected template:

  • Click on "New entry based on the templates"

  • Select the template and then click "Add"

 

 

Other items can also be added to a checklist at any time.

  • New item - select and click on "Add".

  • Items from a template - select and click "Add"

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