Account Setup - JSA Checklists
On the Check List Templates Screen you can add and edit your templates
Add Check List to add a template
Click Details to edit and existing template
When adding a template you will need to provide:
- The checklist code
- A title
- The type of checklist
- A description
Next to continue
On the Edit Screen check the Active Checkbox to make the checklist available to users
Select the Report Document Group (The category the finished Checklist Reports are classified as)
To add a page enter a Title and use Add Page
Add Item to add items to a page
When adding an Item:
- Enter a statement or question to respond to
- Select the page it will appear on
- Choose whether users can raise actions or faults
- Select which responses will be visible
- Enter the possible responses
Save when finished