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How to create a checklist with multiple question types

General Section provides a variety of question types

Updated over 5 months ago

Creating a checklist with different question types is a great way to collect important information within your team.

General Section provides different question types to meet various situational requirements. There are 10 groups of question types:

  • Checkbox

  • Text

  • User Defined Options

  • Multiple Choice Options

  • Linked Item

  • Date & Time

  • Numeric

  • Currency

  • Media

  • Other / Temperature


Checkbox

A checkbox allows you to select one or more options from a list.

Text

Question Types

Function

Examples

Text - Single Line

Use this field for short responses.

E.g. "Name", "Address", etc.

Text - Multi Line

Use this field for longer, multi-line text responses or detailed input.

E.g. "Description of Issue"

Static Text

This is for displaying fixed information that users cannot edit, such as instructions or descriptions.

E.g. "By submitting this form, you agree to our terms and conditions."

Header

Use this to create headings or titles that organise content.

E.g. To organise your content under the Food Standards section, use headers like "Food Temperature", "Materials Handling", and "Food Production" to separate each topic.

Masked Text

This field is used to hide sensitive information as it's being entered, such as passwords.

E.g. "Password", "Pin", etc.

User Defined Options

You can customise the options to fit your specific questions.

Question Types

Examples

Dropdown

Radio Buttons

Standard Buttons

Multiple Choice Options

Unlike User Defined Options, Multiple Choice Options are predefined and cannot be changed.

Linked Item

Asset/Location/Contractor/Risk Assessment Selection List is a feature that allows you to select a specific asset/location/contractor/risk assessment from a predefined list of options. For example, if sites and rooms have already been created in the system, you can use Location Selection List which enables your team to choose a specific room and report maintenance issues within a maintenance request.

Date & Time

This question type allows users to select a specific date and time.

Numeric

Number(integer), Decimal, and Percentage are the most commonly used question types for numeric questions:

  • Number (Integer): For whole number responses, like quantity or age.

  • Decimal: For precise values, such as measurements or prices.

  • Percentage: For questions that require responses in percentage form, like satisfaction ratings or completion levels.

You can add the unit as needed when using the Number (Integer) and Decimal question types.

Currency

This question type is used to collect responses in a specific currency, such as pounds, euros, or dollars.

Media

Signature allows users to digitally sign a document or form while File Upload allows your team to attach the required file or photo to the check, audit, request, or record. For example, if you want to verify that the FOH team has completed the cleaning tasks as required, you can add a file upload question to allow them to attach relevant files or photos as proof of completion.

Other / Temperature

Temperature Question is useful for checking temperatures in various situations, such as measuring the temperature of cooked food, monitoring fridge and freezer temperatures, and ensuring proper food delivery conditions.

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