Template Management
Tools and tips for building, editing, and managing checklist templates and surveys.
26 articles
- [Video Tutorial] All about Checklists Module
- Checklist How-to Videos [videos]This article contains a collection of videos showing all Checklist related changes
- Checklists OverviewLearn how to access checklist templates, create schedules, add exceptions, manage completed tasks, and adjust checklist Settings.
- Checklist Template OverviewLearn everything about creating and updating your Checklists, and the different Settings and options to complete Checklists.
- Checklist Template SettingsLearn how to use the General Settings, give Users access and change the PDF content of your Checklist Templates.
- Checklist Templates Page NavigationRead up on all options for your Checklist Templates
- Checklist RegisterThis article will explain the Checklist Register and how to use it.
- Checklist VersionsUnderstanding Draft Versions and Publishing Process.
- Checklist SchedulesLearn how to configure a Schedule for your Checklist if this needs to be completed on a recurring basis.
- Survey [video]Create surveys in 1Place for easy checklist completion. Customize, manage efficiently, and save configurations for multiple surveys.
- Checklist Template FoldersOrganise your Checklist Templates by creating Folders for a better overview
- Checklist Template Sort OrderOrganise your Templates so they appear in a more logical order for those completing the Checklists
- Checklist Settings
- Checklist Template Builder (old) [video]This article will explain and give a rundown on how to create a brand new Checklist Template using the old template builder.
- Checklist Builder OverviewInstructions on how to navigate the new Checklist Builder
- Checklist Builder - GroupsLearn how "grouping" works.
- Checklist Builder - Questions
- Checklist Question TypesLearn all about the different Question Types you can add in the Checklist
- 'Select' Question PresetsWe've setup the most commonly used options for the 'Select' question.
- Checklist Builder - Rules and Conditions [video]Instructions on how to create and manage Rules and Conditions
- Checklist Builder – FormulaInstructions on how to use Formula Question Type
- Checklist Publish WizardWhen you Publish your Template or the first time you will need to complete these steps
- Reassigning ChecklistsIf you accidentally selected the wrong Centre or Room for your Checklist, you can reassign it to the correct one.
- How to Prevent/Remove Overdue Checklists (Exception Calendars Guide) [videos]You can remove checklists from specific dates, date ranges and recurring dates, such as public holidays.
- How to Edit Questions with Rules SafelyEditing existing questions that have Rules attached is complex, and may cause data corruption if you too many changes in a without saving.
- Restricting Access to Completed Checklists