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Linking to the RAG via SmartForms

  • Updated

SmartForms are checklists which will automatically be assigned to specific RAG grid rules. This allows you to make sure they are completed regularly and set a time period when they will show as out of date.

Before you start.

SmartForms are not enabled as standard in QUOODA®. If they are not available to you and you believe they are needed the QUOODA® Support Team can enable them at a Super Users request.

SmartForms are only available for checklists linked to property asset types. If the checklist is linked to a sub-asset or a non-asset entity type, it will not be able to utilise Smartforms

Before you can link a SmartForms to the RAG you need to have completed 4 steps which are explained on different help pages:

  1. Create a compliance rule 
  2. Create the RAG Grid
  3. Map the rule to the Grid
  4. Create your checklist

Step 1.  Find the checklist you would like to link

Go to 'Settings' > 'Checklists' and choose the checklist template you want to map to your compliance rule.

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Step 2. Edit the checklist template 

  • Click on the ‘Edit Checklist Template’ option
  • Select the ‘Compliance’ tab
  • Tick the rule(s) you would like to link this checklist to (Up to 6)
  • Click ‘Save & Close’

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TOP TIPS

  • Linking a checklist to more than 1 compliance rule can be especially beneficial if the same checks are needed at different frequencies for different properties. For example, a ‘Weekly Window Washing’ and a ‘Quarterly Window Washing’ rule could be linked to one checklist template. 
  • If you remove a SmartForm link, any documents already uploaded to the RAG will remain in that compliance rule. 

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