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Knowledge Center

Form Builder: Checklist Table

Purpose Statement

This article explains how to configure and use the Inspection Checklist Block within the First Due Form Builder. The Inspection Checklist Block allows departments to display inspection checklist results, item remarks, and associated codes directly on inspection reports.

This functionality provides a clear and organized way to present inspection findings on completed reports that are printed or emailed.

Background Information

The Inspection Checklist Block is available within the Inspections and Invoicing Form Builder and can be added to an inspection report template.

Departments can customize the placement of this block and determine which inspection results and associated information appear on the completed report.

The information displayed is controlled by several configuration settings, including:

  • Inspection Types: Configure which result options display associated codes.
  • Forms: Determine which inspection results appear on printed or emailed reports.
  • Standard Inspection Checklist Types: Configure the available result options for individual checklist items.

The Inspection Checklist Block can display the following information when configured and available:

  • Inspection results, such as Pass, Fail, Citation, Corrected, Resolved, and N/A.
  • Item remarks.
  • Associated inspection codes.

Important: Information without available data will not appear on the completed inspection report.

Required Permissions

Users must have the appropriate permissions to:

  • Access the Inspections and Invoicing module.
  • Create or edit forms within the Form Builder.
  • Configure Inspection Types.
  • Manage Standard Inspection Checklist Types.

Video

Step-by-Step Guide


Step 1: Access the Form Builder

  1. Navigate to Inspections or Invoicing > Form Builder and select an existing form to edit or click Create Form.

  2. Locate the area of the form where the Inspection Checklist Block will be added.


Step 2: Add the Inspection Checklist Block

  1. Within the Form Builder, locate the Checklist Table block.

  2. Click the block to add it to the inspection report.

  3. Select the block to review its available options.
  4. Use the available controls to:
    • Convert the block to another available option.
    • Move the block up or down within the report.

    • Delete the block if it is no longer needed.

Note: The Checklist Table may already be included in an existing inspection report template. It can be removed and added again in a different location if needed.


Step 3: Review the Checklist Block Information

The Inspection Checklist Block can display the following information:

  • Results: Citation, Corrected, Pass, Resolved, Fail, and N/A.
  • Item Remarks: Remarks associated with inspection checklist items.
  • Codes: Associated inspection codes configured to appear with the applicable results.

Only information that is available and configured to display will appear on the completed inspection report.


Step 4: Configure Associated Codes in Inspection Types

  1. Navigate to Inspections > Inspection Types.
  2. Open the Inspection Type that will use the checklist.
  3. Locate the configuration for displaying associated codes within the checklist.

  4. Review the result options on the right side of the configuration.

  5. Select the result options that should display the associated code.
  6. Save the changes.

Important: Associated codes will only display when the applicable result options have been configured to show them.


Step 5: Configure Results to Display on Forms

  1. Navigate to the applicable Forms configuration.

  2. Locate the default inspection result options for printed or emailed reports.

  3. Select the results that should appear on the report, such as:
    • Pass
    • Fail
    • Citation
    • Corrected
    • Resolved
    • N/A
  4. Deselect any results that should not appear.
  5. Save the changes.

Example: If Fail, Citation, and Corrected are selected but Pass and N/A are not, the report will display only the selected result types when applicable.


Step 6: Configure Standard Inspection Checklist Types

  1. Navigate to Standard Inspection Checklist Types.

  2. Select the checklist type that needs to be configured.
  3. Review the available result options.
  4. Select the results that should be available for that checklist type.
  5. Save the changes.

To apply the same result options across all Standard Inspection Checklist Types, use the available bulk selection option to update them together.

Note: Result options can be configured individually for each Standard Inspection Checklist Type or updated across all types when consistent settings are needed.


Step 7: Review the Completed Inspection Report

  1. Open a completed inspection that uses the configured checklist.
  2. Generate or preview the inspection report.
  3. Locate the Inspection Checklist Block.
  4. Verify that the report displays the appropriate:
    • Inspection results.
    • Checklist items and remarks.
    • Associated codes.
  5. Confirm that results not selected for display are excluded from the report.

The completed report will reflect the result options and associated code settings configured for the inspection.

Best Practices

  • Review Result Options: Confirm that the appropriate inspection results are selected for display on reports.
  • Configure Associated Codes: Verify that codes are enabled for the result options where they are needed.
  • Maintain Consistent Checklist Settings: Use the bulk update option when the same result options should apply across Standard Inspection Checklist Types.
  • Organize Report Layouts: Position the Checklist Table where inspection findings can be easily reviewed.
  • Preview Reports: Generate a sample report after making changes to verify that the expected information appears.
  • Exclude Unnecessary Results: Only enable results that provide useful information to the recipient of the inspection report.

Additional Information

The Inspection Checklist Block uses information from the inspection and its associated configuration settings. Adding the block to a form does not automatically enable every result or associated code.

Departments should review their Inspection Type, Form, and Standard Inspection Checklist Type settings to ensure the completed report displays the intended information.