This guide will show you how to select a checklist and complete it on the mobile app.
Step 1. Select a checklist
The Templates tab displays a list of checklists available to you, organised into categories. You can scroll down the list by swiping up on the screen.
- Once you have found the category you need, you can tap to expand and show the checklist template options within it.
- To load and complete a template, tap on it. In this example, we are using the Property Inspection form.
TOP TIP – If you use a specific checklist template regularly, add it to your favourites.
Step 2. Checklist layout
Every checklist template is built for a different purpose and will have different questions to complete. Most will have multiple tabs and you can scroll through these by swiping left and right on the tab headings.
If a tab is not applicable, for example, the property you are inspecting does not have lifts, you can select the ‘Tab Not Applicable’ option.
When you do this, the line underneath the tab heading will change to green. This means that the tab is complete.
Step 3. Complete each tab
TOP TIP – You will not be able to complete some questions or manage tasks without first selecting an ‘Asset' from the Assets drop-down menu.
Work through the questions on each tab. You can scroll down the list by swiping up on the screen.
Any questions that are mandatory and must be completed are marked with an asterisk* next to the question.
Some questions will give you the option to review or generate checklist tasks. For detailed instructions on how to complete these, please see the generating tasks help page.
As you complete questions, the status line under the tab title will change.
- When the tab has not been started, it will be blank/grey
- Progress will be indicated by the line filling with colour as you answer questions.
- It will remain red while there are mandatory questions within the tab that are unanswered
- If all mandatory questions are answered, the bar will turn green.
Step 4. Exit the checklist
You can queue any completed checklist for upload to the Portal if all mandatory fields have been filled in your checklist form by selecting the 'cloud' icon in the top Right-Hand corner of the screen. This icon will display as an In Progress 'tick' icon until all mandatory fields have been completed.
You can exit the checklist at any time using the arrow in the top left of the screen. Your changes will be saved and you can access the checklist later to make further changes or upload it via the in progress tab.