Checklists

10 Steps to Building a Checklist

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

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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…

Kari Scott-Matthew
Updated 1 month ago by Kari Scott-Matthew

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.

Kari Scott-Matthew
Updated 2 months ago by Kari Scott-Matthew

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.

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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…

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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!

Jordan Millar
Updated 4 months ago by Jordan Millar

Publishing Your Checklist

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

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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…

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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.

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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Unpublished checklists appear in the panel of the Checklists tab in orange text. Unpublished questions also appear in the panel of the Questions tab in orange text. In this unpublished state you can…

Kari Scott-Matthew
Updated 6 months ago by Kari Scott-Matthew

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