CHECKLISTS: How to Add and Edit a Checklist Type (Advanced)

OVERVIEW:

Checklist types (CT) are basically the DEFINITION of how a checklist form will work in Scaflog. A CT contains a lot of information about what is captured when doing the checklist, any instructions on what to capture and also who should get notifications and how problems should be followed up.

Below are a combination of steps on how to ADD and EDIT the checklists types with some examples on what the final product will look like.

ACTION STEPS:

1. Go to the ADMIN MENU

2. Select the Checklist Types List

3. To ADD a Checklist Type, click the PLUS button in the TOP right. 

4. To EDIT a Checklist Type, Hover your mouse over the checklist type you want to change and RIGHT CLICK and select Edit

SCREENSHOTS:

FULL VIDEO EXPLANATION:

EXAMPLE 1: Editing an existing Checklist - Basic

NOTE: Your "Options" answers can say anything pass/fail/correct/incorrect

As long as your Pass/Fail Options match

FOLLOWUP ACTIONS:

These can be manually edited to provide different actions to take.

The actions don't run any workflows but they do have the following properties:

Not Required - This should be a default action that is always setup, the software uses this as a default , expecially when a checklist is simply a Pass status.

INVESTIGATION - This is an example of how the Actions can be configured. Use a capitalised Word that represents the action being taken by your team. Then use a dash to signify the explanation for the ONE-word action.

(DONE) Or Not - If an action has the keyword (DONE) in brackets in capitals, it means that this action completes the follow-up for a checklist. If the word (DONE) is not included in the action description then the system will set the status of the checklist to Followup Started.