Checklist Templates

Creating a Checklist Template in Inspeckta mobile involves three sections:

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

Here's a step-by-step guide on how to create a Checklist Template:

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 comprehensive Checklist Template in Inspeckta mobile, including all necessary details, checkpoints, and linked equipment classifications.

This allows for efficient and standardized inspections and assessments within your organization.