As an administrator, you can Create & Edit Checklist Templates by going to the Main Menu-->Admin-->Set up-->Templates-->Checklists.
First, define the Categories. To add a category, click on the cog wheel and hit the plus icon. Name the category, then click on “X” to exit this window.
To add a new checklist, click on “Add a Checklist” button. Open the checklist to edit:
- Checklist Name - select the current name and type over.
- Select a category from the drop down menu.
- Add checklist items - click on the "Add Item" button.
- Leave the image icon highlighted if you require a photo upload, otherwise, deselect it to not require an image upload for the checklist item.
- Add item description by clicking on the information icon and adding text.
- To add an example image, click on question mark icon and select the appropriate image from your example templates.
- If you have several checklist items, you can change their position in the list by clicking on the crossed arrows icon.
- To delete a checklist item, click on the bin icon.
- To enable image geo-stamping toggle geo-stamp button.
- Add another checklist by clicking "Add a Checklist" button and repeat the above actions to create it.
- To merge several existing checklist templates, please see the article titled: "How to Merge Checklist Templates"
- To import checklist standards, please see the article titled: "How to Import Standard Checklists"
- To delete a checklist click on the “Delete Checklist” button at the bottom right corner of the window.
When you are satisfied with the checklist and its contents, click on the Save button.