Intro:
Checklists are one of the core elements of the 1Place system. In order to use checklists to their fullest capability, it's important to carefully consider their purpose, structure and content during the design stage. This way, we can optimize both the quantity and quality of captured data.
The 1Place Checklist Template Builder gives a variety of question types and structural options for designing checklist templates. This is great, because it allows a large degree of flexibility, but it can also present decision-making challenges when there is more than one way to approach the design of a given checklist. The ideas below should help to guide you towards making good choices when building a new checklist template.
Creating a new Checklist Template:
To create a new Checklist Template, please follow the steps below:
Click the 'Checklist Manager' tab and select 'Checklist Template'.
Click the green '+New Checklist Template' button.
Checklist Template Settings
For a more details description of all Checklist Template Settings, please refer to the following article:
Please ensure you enter a Template Name, and click 'Next' at the bottom of the page.
In a new Browser Tab you can now build the Template in the new Beta Builder by using the following page:
Once you have completed the checklist template click one of two options at the top right of the page:
'Save' button: Will save the checklist as a draft and enable the user to come back and make edits.
'Publish' button: Will save the checklist template, as well as publish the checklist for general use.
How to Edit a Checklist (old Builder):