Checklist Builder

To build a Checklist Template in the Inspeckta mobile app, follow these steps:

1. Checklist Details
2. Checkpoints
3. Linked Equipment Classifications

1. Checklist Details:
   • Enter a unique Name for the Checklist Template.
   • Set the desired Pass Percentage for the Checklist. If left as 0, the template will not be assessed for pass or failure.
   • Select a Checklist Classification from the dropdown list of Classifications you have created.
   • Enter the Estimated Duration for the checklist, indicating the expected time it should take to complete.
   • Provide a Description that describes the type of Checklist and its content.

2. Checkpoints (optional):
   • You have two options to populate the Checklist Template with checkpoints:
     • Use the shortcut option + Create Checkpoint to create new checkpoints directly within the template.
     • Search and select checkpoints from the Checkpoint Library, which contains previously created checkpoints.
   
   • To create a new checkpoint, click on + Create Checkpoint and follow the instructions.

     You can learn more about creating checkpoints HERE if needed.

   
   • To add checkpoints from the Checkpoint Library, click the blue + button and select the desired checkpoints.

     To remove a checkpoint, click the red bin button.

   
3. Linked Equipment Classifications:
   • You have two options to associate Equipment Classifications with the Checklist Template:
     • Use the shortcut option + Create Equipment Classification to create new equipment classifications directly within the template.
     • Search for and select Equipment Classifications from the Equipment Classification Library, which contains previously created classifications.
   
   • To create a new Equipment Classification, provide Equipment Classification details and start capturing and adding property details.

     You can add properties by providing the name and description and clicking the + Add button. To remove a property, click the Remove button.

   
   • To link Equipment Classifications from the library, click the blue + button and select the desired classifications.

     To remove a linked Equipment Classification, click the red bin button.

   

By following these steps, you can create a Checklist Template in Inspeckta mobile, including all necessary details, checkpoints, and linked equipment classifications.

This will enable you to effectively organize and conduct inspections and assessments according to your specific requirements.