How to create an application for a checklist
To gather additional information alongside the response to a checklist question in a strict format, choose a survey template for completion.
To access the Surveys → Application settings section, user must have one of the following roles is enabled:
- Administrator
- Edit applications for checklists
- Edit applications for tasks
To activate the necessary role, please contact your system administrator.
Creating an application for a checklist
1) Navigate to the Surveys → Application settings section and click Add.
The application creation screen will appear on the right side.
2) In the Where do you want to use the application? field, select For inspections and click Next. This will open the next screen, where you will be able to configure the application.
.
| Specify the name of the application |
The name of the application that will be displayed in the Applications section and when editing the question inside a checklist template.
|
| Who can use this application in their checklist templates? |
The selected users will see the application in the Applications section and when editing the question of a checklist template. |
3) Add survey templates
|
To gather additional information alongside the checklist question answer in a strict format, select a survey template for completion. For instance, you can add a survey application to collect additional information when an inspector answers negatively to some question in your checklist and you would like to collect additional information on the issue found during the inspection. |
- Survey Template. Selection from the list.
- Button Name. You can choose a name for the button that is displayed next to the inspection question. When clicked, the inspector will be directed to the survey filling screen. For example, you can name the button Contaminated Areas. The name can be up to 30 characters long.
4) Choose display settings for nested surveys for each linked survey template.
 |
Attributes on the survey card The list helps fill out surveys for multiple entities (e.g., goods) in a convenient format. Mark which attributes will be displayed for list items to customize its appearance. |
 |
Attributes in inspection tasks When performing a task for inspection, the performer will see which entity they are conducting it for. |
When you have finished configuring the settings, click Complete to save the application.
Please note that only the users you selected on the second step of creating the application in the question Who can use this application in their checklist templates will be able to use it.