Create a Checklist

Create a customized checklist

Step 1: Locate the Checklist Functions located on the left sidebar, and select to show drop-down functions. Select "Manage Checklists."

Step 2: To Create a new Checklist select the button  to the upper right of the screen.

Step 3: Give the checklist a name, and description for what it's for. Start building questions by selecting the drop down answer type. Once selected press the  button. Answers could range from: 

1. Yes/No
2. Text
3. Text Dropdown
4. Numerical
5. Numerical Dropdown.

Step 4: Add in the question and description of the question. Based on type, provide additional information for instance for text dropdown, provide all the options for answers that are available. If you would like to delete, select the  button to the right of the question. 

Step 5: Select users that will receive the results of the checklist when completed. Once a user is selected press the  button. Users not in the system can be added in the custom fields. 

Step 6: Review the user list, and add any additional comments. Once done select the button  in the far right corner.