Checklists can be used for a variety of different cases for example daily building checks, fire alarm checks and more. In this article, we will discuss how to complete a checklist from the desktop version of QUOODA®.
You can also create them using the mobile app which is explained on the Using QUOODA® Mobile section of this help site.
Step 1. Go to checklists on the main menu
Step 2. Choose the relevant checklist you want to complete.
You will be presented with a number of checklist categories, within each category can be a number of checklists. Locate and select the checklist you wish to complete.
The exact options you see will depend on the checklists your organisation use and which of those they have provided you access to complete.
Step 3. Add New and fill out the checklist.
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.
A form will load with a number of tabs. Progress through these tabs and answer as many questions as you can as fully as you can. As you progress any fields that are mandatory but not completed will be indicated if left blank. This will only happen if the field is selected.
Step 4. Draft or Publish
There are two options with checklists, you can publish the checklist which means that it will be live on the system. Once you publish the checklist you will not be able to amend or make any changes to it.
You can save the checklist as a draft by clicking the draft button, this is very useful if you need to amend the checklist and is also useful for longer checklists that you are not able to finish in one sitting.