This guide will help you navigate through the brand new checklist editor. We've had to roll out updates to the checklist editor to keep up with some of the industry needs. We've had to rebuild it from the ground up hence why it's taken a while but we've come to a version that we can at least release and help companies create better checklists!
In this guide you'll go through the below actions:
- Creating a new checklist and setting up inspection types
- Adding new areas and items
- Adding controls
1. Creating new checklist and setting up inspection types
There is a key difference between checklists and inspection types. Checklists contains a list of all areas you can potentially inspect while inspection types are the type of inspections that use that checklist. So for example you can create ONE checklist and set up inspection types as Move In, Move Out, Periodic. This way you don't need to create 3 separate checklists that are identical. The only instance you will need to create a brand new checklist is if the areas and items inside that need to be inspected are completely unique to your other checklist.
To create a new checklist simply click on the red "New Checklist" button at the top left part the checklist screen.
You will also notice 2 clickable buttons one for remembering layout and one for enabling calculation.
- Remembering layout: If this is enabled then SnapInspect will remember the layout of any asset that you inspect so that you don't have to input property layout each time.
- Enabling calculation: If you have a custom built report with us that takes advantage of scoring and calculations then this will need to be ticked on in order to make the calculations and scoring work.
When adding a new checklist SnapInspect will automatically create an inspection type for you with the same name as the checklist.
To add additional inspection types for this checklist you can click on the "+" icon next to the first inspection type.
** Please note for each inspection type there is an additional "Remember layout button" to give you more flexibility with checklist layout. Instances where you might remove this option is when you want your inspectors to pre-select the layout of each property when using this inspection type.
2. Adding Areas and Items
Now that your checklist is created you will need to click on the pencil icon to edit the checklist and start adding areas and items.
Once you do the above you are now ready to add areas and items to your checklist.
For example an area can be "Kitchen" and the items inside kitchen can be "Walls". "Ceilings" etc.
Simply start typing the area name in the text field and hit "enter" to move onto the next area see below:
You will also notice as you add an area the preview section to the right will also populate your added areas. This preview section is there to give you an idea of what the area and item will look like inside the mobile inspection app.
To add items under the areas, simply click on the "+" sign and it will start a new typing field under the area.
3. Adding Controls
Now that you've built out an area and items it's time to configure the controls of the area.
Controls are what will bring your checklist to life. The controls you can add are below:
- Ratings (single select, multiple select and Y/N)
- Single select box
- Multiple select box
- Comment Box
For this example we will set up a ratings option of Good/Satisfactory/Poor + comments box + Photo option.
Let's start with the ratings, simply click on the pencil icon and it will bring up the control settings pop up. From here click on one of the "+" icons to add your first control. See below:
Once you've added ratings you can click on the next "+" sign and add comments box and same thing to add photo option see below:
**For each control and area you can set it up as compulsory meaning that the inspector will need to fill this out in order to be able to upload the report. If the compulsory fields have not been completed during an inspection there will be a message prompting the inspector to finish those items.
** Also, on the right hand side of the control panel you can also add pre-made controls by dragging and dropping them onto the "+" sign.
There is another option in the controls screen called "Controls in this template" this will allow you to re-use the controls you created to allow for faster checklist creation. See below:
There you have it! You can now go in and build a checklist using the new functionality. If you get stuck or have any questions please reach out to email@example.com.