This guide will show you how to edit your checklist using the new checklist editor.
How to create a new Checklist
Checklists contain all inspectable areas, while inspection types specify inspections using that checklist. For instance, one checklist can serve multiple inspection types like Move-In, Move-Out, and Periodic, eliminating the need for identical checklists. A new checklist is required only if the areas and items are unique.
In the SnapInspect Web App, navigate to the Checklist section.
Select the red "New Checklist" button at the top of the page.
Enter a name for your checklist.
Click the green "Create" button (bottom-right).
Optional Settings:
Enable “Remember Asset Layout” to save layout for future inspections.
Enable “Calculation” if using scoring in a custom-built report.
How to add Inspection Types
SnapInspect will auto-create an inspection type using your checklist name.
To add more, Click on the "+" icon next to the first inspection type.
Enter a 'Name' and click 'Create.'
Please Note:
Inspection types also have a "Remember Layout" option for layout flexibility.
If no inspection type appears, refresh the page.
Adding Areas and Items
Add Area:
Enter area name next to the blue arrow (left side).
Click the green arrow (right side) to save.
To edit, just click the name, update, and save.
Add More Areas:
Click the grey "+" at the top of your checklist.
Add Item:
Click the blue "+" next to the area.
Enter item name and save.
To edit, click the item, update, and save.Making Signature Required
Adding a Signature
Click the grey "+" at the top right of the checklist.
Select “Signature.”
Click the three blue lines on the right of the Signature area.
Select “Add Item.”
Enter the position (e.g., Tenant, Inspector).
To require signature:
Click the three blue lines next to the item.
Select “Mark as Required.”
Editing a Checklist
Click the blue three-rectangle icon on an area/item for options:
Duplicate Area – Select Duplicate to copy the area along with all items and their controls.
Edit Instructions – To leave instructions for inspectors within an area or item, click on the Edit Instructions tab, enter your instructions, and click the green Update button in the bottom right to save.
Delete Area/Item – To delete an area or item, click the three-rectangle icon, select Delete, and confirm by clicking "Yes!" in the pop-up menu or "No" to cancel.
Adding Control Types
Click the blue pencil icon on the area/item.
Drag pre-made controls from the left onto the grey "+" or existing control to replace.
To add more, click the grey "+" in the center of the pop-up.
Select control type from dropdown.
Edit controls with the grey pencil icon on the right side.
Click the green “Update” button to save changes.
Tip:
Copy control setups from other areas/items via “Controls in this Template.”
Drag them into your current template.
Removing Controls
Go to the Edit Controls menu.
To remove a control:
Click the grey pencil icon, then select “Not In Use.”
Or click “Clear Controls” to remove all from that item.
Click “Update” to save any changes.
Previewing Your Inspection
Click the eye icon or select an area in the preview box on the right.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.