If you are wondering how the Checklist Editor works and want to learn a little we will be teaching you how and what you can do within your "Checklist" tab. If you haven't already located where this checklist tab is located, it is located on the far left corner below the "Users" tab. Once located and clicked on, you will be presented with the below image. You might be very well confused at this point with what all the buttons and functions do currently, not to worry we will be covering everything, step by step.
First and foremost a quick introductory on what this section the "Checklist" tab allows you to do. The checklist Editor allows you to create your very own checklists within the WebApp. This means you are not required to liaise with support to do this for you; you are more than welcome to create your own checklists. However, if you need a more complicated checklist created that requires developer/support personnel to create this will need to be done by the SnapInspect team to ensure all logic and customization has been applied correctly to be operational.
If you want to use one of our pre-built checklists from our library you may do so by clicking on the blue button "Choose a checklist from library" as shown below. Depending on which part of the globe you have signed up your SnapInspect account from will present with checklists available for your region. Once you have clicked on the button, you will be presented with a list of pre-built checklists. When a checklist has been selected please proceed with the "Save" button. This will then make the required changes for your checklist.
If you would like to create your very own checklist you may do so by clicking on the green "Add a New Checklist" button as shown below. When clicked on will prompt a window to give this new checklist a name, once written please proceed with clicking the blue "Save" button.
Once you have created your own checklist, you will notice it will have the name that you have given it. As an example, we have created "Standard Checklist" as our own checklist.
As you can see you can have many created checklists, the above shows seven checklists. You will notice below the list of checklists there is a blue "Current Checklist" and a yellow "Inspection Configuration" both have important buttons to the right of each.
The "Update This Checklist" is the primary function to Update/Save that current checklist when changes have been made.
The "+ Add New Inspection Type" will allow you to add a new inspection type to your company. What are inspection types? Inspection types are known as Move-In, Move-Out, Routine, Inventory and Simple inspections. If your specific company has different names for these or even has more forms that could be added to the SnapInspect 3, then by all means add them in.
You might have already noticed a little arrow key pointing downwards next to the green buttons shown above. If you click on the first arrow key "located next to Update This Checklist" will drop down information on Default 2 Checklist. When clicked will drop down something that looks similar to the below image.
We have allocated different colors to areas where each area might have a various function this helps identify the area type. Here are the meanings below:
- The color green identifies the area with multiple items inside. Example: Bedroom 1 being the "area" has items such as walls, ceiling, floor, and windows.
- The color blue identifies the area with no items within this area.
- The color gray designates a signature only area.
- The color purple designates a video only area.
You will notice there are four icon buttons on the right of each Area line. These buttons each hold its own function.
- The blue eye icon, when clicked on allows you to view all the items within that particular area.
- The yellow pen icon enables you to edit the fields in the area. Fields have a comment box, rating, pictures and other options that you might want for this area.
- The red bin icon allows you to delete a given area by simply clicking on the red bin icon.
- The light blue icon, when clicked on, is a unique field where you can add instructions to show within the area or item.
In the middle of each area, you will notice additional icons; these icons represent what is inside each area for example comment box, ratings, and pictures. If you haven't noticed, there is also a two-way arrow head on the far left of the area line. When clicked on and dragged it will allow you to arrange the areas accordingly.
If you click on the blue eye icon to view what is inside Area 1. Normally, this will be empty and ready for you to add new items within the area. However, in the image below there will be only one item for demonstration purposes. Click the "Add New Item", which will prompt a pop-up window asking for the item name. The item name may contain walls, floors, doors or whatever the area requires inspecting.
To add a new area to your checklist click on "Add New Area" this will prompt a window with area name and area type. There will be four area types:
- Area with items
- Area Only
Once you have put in the name you would like your Area to be called and the type of area you want, click on the blue "Next" button
You can name the area and select the area type. Once you have selected which area type, click "Next". A window will be presented where you will see Fields 1 to 6. These fields can be any of the following options:
You are able to have six controls and there are eight question types that you could have. These are shown in the image, but I will explain these a little more:
Question type 1: Rating (Single Check)
This type of question your typical normal question where you can only have one selection for your answer. For example, Clean, Undamaged, and Working. With this question type, you would only be able to select one of the three options.
Question type 2: Rating (Multiple Check)
This type of question your typical normal question where you can only have one selection for your answer. For example, Clean, Undamaged, and Working. With this question type, you would be able to select more than one answer.
Question type 3: Rating (Multiple Check Yes/No)
This question type you would be able to select Yes or No for a question which would change the color from green to red. For Example, you could Clean, and depending on color, red being No and green being Yes, you could click Clean twice.
Question type 4: Comments
This one is pretty straight forward, it allows you to have a comment box for text.
Question type 5: Comments (Numbers Only)
This one is also pretty straight forward, it allows you to have a comment box for numbers only.
Question type 6: Single Check
This question type allows you to have predefined answers, and you will only be able to select one of these predefined answers to fill as an answer. A good example of this would be a question of material type, wood, metal, and stone. You would only pick one that the item is made from.
Question type 7: Multiple Select
This question type allows you to to the very same as Question type 6 but pick multiple predefined answers for your question.
Question type 8: Photos
This question type allows you to have photos in this section.
Below is a very detailed Checklist Editor video. Please view the video when you do have time to ensure that you understand how the checklist editor functions.