How do I build a new checklist?
Posted by Corey Fung on 10 May 2011 10:57 AM

Building a proper checklist can mean the difference between a safe and unsafe workplace.  Using Field ID ensures that you conduct a thorough audit electronically.  The most important step to ensure this is creating a detailed checklist for each event.

Creating a new checklist in an event type:

  • Setup > Assets & Event > Event Types
  • Select the event type you wish to create the new checklist in or create a new event type
  • Click Event Form

 

  • Enter the name of the Section and click add 

 

 

  • Enter New Criteria and click the down arrow to select the type of criteria and click add
    • NOTE: Here is where the Signature option is offered

 

 

  • The final column is where final the details of checklist are selected.  You can type what is to be said.   For example, if one click button is selected then you can pick if it says Yes, NO, Pass, Fail, Accept, Reject and etc.
  • Sets Result is an option that allows you to set the result of this criterion to determine when the entire audit fails. 
  • When you’re done, Select I’m Done, Save and Finish

 

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