To begin adding a checklist to the content library, just simply click on the Checklists tab found on the left side of the screen. Similar to properties, checklists are also grouped into categories. To start creating a checklist, click on New Checklist Category and name it whatever you wish then click Save. Once that is done, click on the newly created category and then click on the New Checklist button. Input the name of the checklist, add an image for the checklist, set the passing score accordingly and then, click on Save.
Once the checklist has been created, the checklist editor will appear. You may proceed in adding a question group by clicking the Add Group button. This will create the first question group. In order to add questions to the question group, click the plus icon.
You can then start filling in the fields with the information for each question under the details tab of the question editor.
- Question - Type in the question itself.
- Description - Type in the description of the question or additional information that you want to include.
- Website Link - You may link internal/external training materials here.
The Requirement tab gives you the ability to set trigger questions for each item. This step is optional and may not apply to your checklist. You can always skip this part if it is not applicable.
The Answers tab is where you set your answer choices. You may use Preset Answers or you could add your own custom answer choices. You can set it as a single answer or a multiselect answer. You also have the ability to add other type of responses. It could be an empty text field, a number field, or date. You also have the option to include comments in the report summary, to require a photo for each question and/or to set the question as required.
The Scoring tab is where you can set the points and color bubble for each answer option, and whether to set it as Auto-Fail when chosen or to exclude it from the scoring when chosen.
Once you are done adding all the questions, click the Save button and then the checklist will be updated in the server. For further questions, please contact firstname.lastname@example.org.