In the end, don't forget to click Save after making the desired changes.
Learn everything about creating and editing checklists and optimize your process even further!
- What are Checklists?
- How to create a checklist?
- Configuring a checklist from scratch: Registration Data tab
- Configuring a checklist from scratch: Structure tab
- Is it possible to edit any information contained in a checklist?
- Is it possible to delete a checklist?
What are Checklists?
Checklist is the term used for a set of items or questions that need to be answered or carried out during an audit or inspection, whether internal or external.
In this sense, the answers obtained through the application of a checklist can function as indicators of the behavior of a unit that is being evaluated.
How to create a checklist?
Follow the steps below and see how simple it is to create a checklist:
Step 1: In the left side menu of the Checklist Fácil system, click on Settings and then on Checklists.
Step 2: There are 4 ways for you to create a checklist, the options being: (1) New, (2) Create checklist with AI, (3) Create checklist from scratch or (4) Create checklist from a template.
- (1) New:clicking this button will open a page with several options, including the button New Checklist. Here you can create your own checklist, with the items and steps you want.
- (2) Create checklist using IA: This option allows you to use artificial intelligence (AI) to generate questions from your checklist, optimizing your time. Just give it a name, enter the name of the area, select a topic of interest and the number of questions you want and that's it: your checklist will be generated automatically!
- (3) Create a checklist from scratch: this option is very similar to the first and has the same purpose.
- (4) Create checklist from a template: this option allows you to reuse ready-made checklist templates, as in the example below.
Configuring a checklist from scratch: Registration Data tab
If you choose to create a checklist from scratch, the first step is to fill in the General Data, available on the first tab of the checklist screen.
Here you will name your checklist, select a Subject from the drop-down list or click on 'Other' to write another subject and create a description, if you feel necessary. Furthermore, it is possible to include an attachment that is useful at the time of application.
After completing registration, leave this checklist active and click Save at the bottom of the page. Ready!
Configuring a checklist from scratch: Structure tab
The next tab is Structure, in which you will create your checklist with questions and complements you want.
Step 1: To start creating your checklist, click Add area (1). Then, choose a name for this area, a description (optional) and click Save.
Step 2: With the area created, it's time to add the items, clicking on New item.
When adding an item, you will have several fields to configure. These fields will appear to the applicator when he is applying the checklist. See what each field means:
- Item: it is in this field that you will add the item that the applicator should evaluate. Examples: "Is the floor clean?" or "Is the counter sanitized?", and so on.
- Type: this field concerns how the item will be evaluated and you can choose one of the 6 existing options.
Evaluative: this is the most common type, with three answer options available, such as Yes or No, evaluative faces or additional response scale, offering the possibilities of N/A (not applicable) and Medal (exceeded).
In the evaluative type, you can choose the weight that this item will have in the final assessment of the checklist.
Text: this type allows the item to be answered in a short text field or long text.
Date: the date type allows a value to be selected, respecting the chosen visualization pattern.
Registration: the response type configured as registration has several filling options, such as email, state, license plate, among others.
Numeric: the numeric type allows you to define the format in which the value will be answered, such as quantity, decimal value, monetary value and percentage.
Selection list: The selection list type allows you to create a list of options that can be selected at the time of evaluation. It is possible to define whether the applicator can select one (single selection) or several (multiple selection) options.
In the Selection List type, you can also choose the weight that this item will have in the final assessment of the checklist. - Desired complements: regardless of the type of item you choose, there is the possibility of increasing the answers to your checklist through desired complements.
Is it possible to edit any information contained in a checklist?
Yes, it is!
If you need to add or change any information regarding a checklist, just go to the add checklists screen, hover the mouse cursor over the one you want to change and click Edit on the pencil icon highlighted in the following image:
The editing screen allows you to change the fields that were defined at the time of registration. You can also edit, add or remove areas or items from the structure.
In the end, don't forget to click Save after making the desired changes.
Is it possible to delete a checklist?
Yes, however, only after deactivating it. Next to the edit option, it is possible to deactivate a checklist by clicking on the three dots and then on Deactivate.
After deactivating, repeat the same procedure to delete the desired checklist. The system will ask you to enter a code to delete it. Enter it and click Delete.
___________________________________________
➡️ Was this article useful? Leave your review!
❓Do you still have questions? Contact us via chat or ticket!
Follow the steps below and see
❓Tem dúvidas? Entre em contato com nosso time de suporte.