Creating a Question Set
To create a new checklist, click on the admin button on the menu, and then the Question Sets option
From there, click on the button in the top right hand corner that say
+ New Question Set
Once you have selected that, click on the + Add Category button
You need at least one Category, and it will have to have a title as well, in order to save a checklist
Once a checklist is saved, you are not able to delete a category, but if there are no questions in it, end users won’t see it be able to see it, but the empty category will be seen by the person editing the checklist
You can also move the categories up and down so they are where you want them to be. This can be done byusing the arrows on the left side of the bar, and clicking the up and down arrows.
You can also click on the red arrows on the far right side to collapse or open up the categories when editing them
Select add questions
You can then select what kind of question you want to do. To see a more in depth explanation of each question type, please see the previous article Question Types
It will automatically put this question at the end of the category you are creating it in. If this is not where you want it you can select “at the beginning” if you want it first, or you can click the drop-down to the right of the after option, and select what specific question you want your new question to be after
Each question will also need a possible score in order to save it (the most common possible points are usually 1 or 10)
For True False, You can change the labels if you don’t want them to be true or false. IE Yes/No, Complete/Not Complete etc
For Number - you can change the precision depending on how precise you want to allow users to be (ie how many decimal points), and then can add before (ie $) or after ( ie °, oz, ppm) labels depending on what the question is asking. Hint gives them a hint but is more like ghost writing and isn’t filled in, goes away when they start typing
For number MC - you can choose how you want the options to be show by clicking on the display as button. THen click add choice and fill in the label and value (just make them the same) if you want them to be able to add in their own “other” option, click the user editable button at the bottom and label it other (or whatever you want) and leave the value blank
Enter text you can also click on the multi line box so make the box appear bigger. But there is a 500 character limit, if it is over the end user won’t be able to submit
Attachment - You can fill in the label, what goes next to the camera icon
Add any tags (IE cold hold, refrigeration, critical, etc). If you need a refresher on tags, go back to the Tag Section
Under the Help tab, you can add help text that you don’t want in the actual question, This will show up on the question set as a bright red question mark to the right of the question that they can click on and get more information
Add comments allows you to create premade responses if a comment ends up being required
Ops Logic is where you can add the rules.
Click the black plus sign to the left of pre create response rules
This is how you can make a question required
Most common rules are:
True-False Give Full Score If True (or whatever type you used) - gives the user the full amount of points if the answer is marked as true (or filled in if you are on other question types)
True-False Require Comment If False
True-False Required (or whatever question type you used) - requires that that question be answered in order to submit the checklist
True-False Tag Unsatisfactory If False - tags a question as unsatisfactory if they answer it as false
After you have set up your question, you can then copy it instead of having to redo this process again.
You click the icon, and it will automatically put it at the end of the category you are in. If you want it somewhere else you can use the dropdown. You can also select a different category for it to be copied into as well if you want
Click the dropdown menu next to “to category” and select which one you want it in. If you don’t want it at the end of that category, then you can select which question you want it after
Make sure you save your work, because it doesn’t automatically save. If you are loading large checklists, it is probably best to save it in sections as you are making it just in case something happens so you don’t lose the whole thing
You can delete questions ONLY IF you HAVEN'T saved them yet, but once you have saved you can only make them inactive. To see why this is the case, please see the FAQ