Creating a New Checklist

Kari Scott-Matthew Updated by Kari Scott-Matthew

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 really quite simple, just:

  1. Go to Checklists > Checklists.
  2. Click New beneath the list panel.

  1. Enter the name of the checklist into the Name field.
  2. Optional: Enter a date in the Effective Date field.  This may be the day you begin creating the checklist or the day that you intend to publish it.
  3. In the Category field use the drop-down menu to select the category of checklist, such as inspection.  Otherwise, start typing in the name of the category in the Category field. If it exists, select it. If it doesn’t, enter the name and push the ➕ icon to the right of the field to create it.
  4. Optional: If you want to name this version enter the name in the Version Tag field. If you don't name the version of the checklist it will just be given a sequential version number. However, if your standard is to have a version name such as the date or other internal document ID then you can enter that here.
  5. Optional: Enter any information relating to this version of the checklist in the Version Notes field.
  6. Optional: The Raise Issues checkbox tells you whether or not failed items for this checklist will raise issues in the issue sub-system.
  7. Optional: If you check the Randomise Button Order checkbox, when the user goes through the checklist, the order that the buttons appear will be randomised to ensure they are paying attention to what they push rather than just pushing in the same place each time.

How did we do?

10 Steps to Building a Checklist

Setting Up the Structure of Your Checklist