Checklists

10 Steps to Building a Checklist

Here are the 10 steps you need to know to build an effective, user-friendly checklist.

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Creating a New Checklist

In order to start building your checklist, you firstly need to create a new checklist in the ChekRite portal. You also need to give it a name and capture some extra detail about its purpose. This is…

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Setting Up the Structure of Your Checklist

Now that you've opened a new checklist, click on the Questions tab. This tab can be likened to the engine room for building your checklist.

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Extra Info

The next step in building your checklist is to attach any extra information requirements. Not all questions require Extra Info, in which case you move on to Sub-Checks.

Andrew Skegg
Updated by Andrew Skegg

Sub-Checks

After Extra Info , comes Sub-Checks. These are the options presented to the checklist user usually to describe the issues found, but may also been designed to capture further information about a cert…

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Fail Weights & Scores

In ChekRite we can not only record that a question passed or failed but if it was failed, the criticality of that failure. To do this we use something called Fail Weights to record how important the…

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Reviewing Your Checklist

There are 3 ways you can review and test a checklist. 1. Review the checklist with the Review function 2. Test the checklist using a Testing Device 3. Print the checklist for manual review

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Testing Your Checklist

You've built your checklist in the portal and now you can't wait to start using it. ✋🏻 But hold on a minute!!! ✋🏻 Read this before you publish!

Andrew Skegg
Updated by Andrew Skegg

Publishing Your Checklist

Once the checklist has been reviewed, amended, and gained stakeholder approval, then it is ready for publishing. Yeah!! 👏🏼

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Assigning a Checklist to an Asset Class

Once your checklist is published, there's just a few more steps to the finish line. The next, is to assign it to the relevant asset classes so that it is available for selection within the ChekRite A…

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Assigning Warnings & Manuals

The inclusion of warnings as well as the attachment of manuals greatly enhances the usability of a checklist and more particularly the fluency of the inspection.

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Modifying a Checklist

Unpublished checklists appear in the panel of the Checklists tab in orange text. Unpublished questions also appear in the panel of the Questions tab in orange text. In this unpublished state you can…

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