Step 1 - General;

​Checklist can be assigned to - The dropdown will list the options of 'Franchisee Only', 'Sites Only' and 'Franchisees & Sites'. The value you set here will determine what you can create your Schedule or Survey for, or potentially what the User can assign the Checklist to via the '+' button on the Mobile App / PWA.
​​Restrict use via Schedule, Survey or Ticket only - Ticking this option will hide the Checklist if Users tap on the '+' button via the Mobile App / PWA. It ensures Users access the Checklist via the correct method.
​Show all groupings on a single page (App) - When this is ticked, all questions and Groupings will be displayed in a long vertical list. This can cause quite a lot of scrolling for the User and is not recommended.
​Hide Group Photos - This option will ensure y our Users are more likely to add photos to the relevant questions, rather than at the bottom of the Checklist Grouping.
​Hide question numbers - Some Checklists have their own numbering which is captured in the question labels. In that case it is useful to turn of the system's question numbering (EG Q1 / Q2 / Q3).
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Step 2 - Access;

In this section you select the Profiles that need:

PS: Profiles on the right have access to the Template.
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Step 3 - PDF Report;

Logo - If your organisation used multiple logos for different locations, you can choose here which logo to use. To upload additional logos please refer to the following article:

​Layout - If you have created a custom Checklist PDF Layout you can select it here. For more information on how to create a Checklist PDF Layout please refer to the following article:

All other settings will depend on the fact if a Layout is being used, but otherwise you can determine what gets printed and how.
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When you've completed Step 3 your Template will be Published.
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Step 4; Schedule / Survey

In this final step you can choose to:
- Create a Schedule
- Create a Survey
- Go back to the Checklist Templates screen
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