10 Steps to Building a Checklist
Here are the 10 steps you need to know to build an effective, user-friendly checklist.
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…
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.
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.
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…
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!
Publishing Your Checklist
Once the checklist has been reviewed, amended, and gained stakeholder approval, then it is ready for publishing. Yeah!! 👏🏼
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…
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.
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Unpublished checklists appear in the panel of the Checklists tab in orange text. Unpublished questions also appear in the panel of the Questions tab in orange text. In this unpublished state you can…