How to Add Checklists on the FireCloud365 Web Portal
Creation date: 26/08/2024 15:56
Updated: 28/08/2024 15:21
Follow these steps to add a checklist on the web app:
https://youtu.be/DxRPJNuVLX0
How to Create a Checklist in FireCloud365
Creating a checklist in FireCloud365 is a straightforward process. Follow these steps to set up and customize your checklist:
Steps to Create a Checklist
Step 1: Navigate to Manage Checklist
- Under the "Checks" heading, select "Manage Checklist."
Step 2: Add New Checklist
- Click on "Add New."
Step 3: Select Site
- Choose the site where this checklist will be applicable.
Step 4: Give the Checklist a Name
- Enter a name that clearly identifies the checklist.
Step 5: Add a Description
- Provide a brief description of the checklist’s purpose or details.
Step 6: Start Immediately
- If you need the checklist to start immediately, check the "Start Immediately" box.
Step 7: Add a Logo (if available)
- Optionally, upload a logo to represent the checklist.
Step 8: Choose Check Type
- Select the frequency for the checklist:
- On Demand
- One Time
- Daily
- Weekly
- Monthly
Managing Checklist Sections and Questions
- Add Sections:
- Each section of the checklist can be named and described. You can add as many sections as necessary.
Add Questions
- Within each section, add questions relevant to the checks being performed. You can include as many questions as needed.
Enable NFC/QR Codes (Optional) Default Answers
- If desired, enable NFC/QR codes for specific sections or questions. This will require users to scan a tag before completing that part of the checklist.
- You can set a default answer for each question, which users can select as their response when completing the checklist.
Answer Options
- Choose from different answer types for each question:
- Text
- Select
- Yes/No
- Number
- Date
Step 9: Finalising the Checklist
- Once you've added all sections, questions, and settings, click "Add" to save the checklist.
FAQs
Q: My scheduled Checklist doesn't appear on the app?
A: Ensure that the "Start Immediately" box is checked when adding the checklist.
Q: Why can't I answer the question without being asked to scan an NFC tag?
A: Make sure the NFC/QR option is disabled for the relevant question if scanning is not required.
Q: Why does it ask me to add a date instead of offering a Yes/No option?
A: Check that the correct question type is selected when setting up the questions.
Q: After I complete my checklist, can I go back and edit it or add more comments?
A: Yes, you can edit all checklists up until the scheduled end time has passed.
Q: Can I view reports on my completed checklists?
A: Yes, reports on completed checklists are available in the "Reports" section and can be exported to PDF.
By following these steps, you can efficiently create and manage checklists in FireCloud365, ensuring all tasks are properly tracked and completed.
Checklists.pdf
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