Creating and Importing an Inspection Checklist

Creating and Importing an Inspection Checklist

Purpose

  1. To demonstrate how to create an Inspection Checklist Template for importing into an account.

Video


Instructions

1. Click on Inspections.


Click on Inspections.



2. Click on Inspection Types.


Click on Inspection Types.



3. Click on Import XLS to download the template.


Click on Import XLS to download the template.



4. Click on Download sample spreadsheet.


Click on Download sample spreadsheet.



5. Sample Spreadsheet with example data.


Sample Spreadsheet with example data.



6. Column A - Inspection Type.
  1. Enter a name for the new Inspection Type.
  2. Copy and paste for all rows added to the checklist.

Column A - Inspection Type.



7. Column B - Section.
  1. Enter checklist Section names.

Column B - Section.



8. Column C - Question.
  1. Enter Checklist Item (Inspection Question).
  2. Enter a name for the Sub-category to create a subcategory in your checklist.
  3. Character count for the Question is 2,500.

Column C - Question.



9. Columns D, E & F - Code Set, Edition Year & Code Number.
  1. Enter data as needed to associate a code with the Checklist Item.
  2. This step is non-mandatory.





10. Column G - Question Type.
  1. Enter a question type as displayed for each Checklist Item.
  2. Note formatting with the underscore between words.
  3. Examples:
    1. standard_inspection
    2. single_select
    3. multi_select
    4. free_text
    5. group_name (Used to create Subcategories)
  4. Note that data is ignored for the Free Text question type in Column H.
  5. Note that data is ignored for the Group Name question type in columns D, E, F, H, & I.

Column G - Question Type.



11. Column H - Answers.
  1. Enter answers for single select and multi select with a comma between answers.
  2. Enter Standard Inspection Responses with an underscore between text.
  3. NOTE: Spelling has to match you set-up for Standard Inspection Responses.

Column H - Answers.



12. Column I - Mandatory.
  1. Yes for mandatory response for the checklist item.
  2. No or no data will make the Checklist item non-mandatory.

Column I - Mandatory



13. Save your checklist template as a .xlsx file type.


Save your checklist template as a .xlsx file type.



14. To import your checklist, click on Import XLS.


To import your checklist, click on Import XLS.



15. Select Choose File and select the file to import.


Select Choose File and select the file to import.



16. Click on Import.


Click on Import.



17. You should see this banner upon successful importation of the Checklist.


You should see this banner upon successful importation of the Checklist.



18. If errors are present in your template, you will see this error message.
  1. Fix the error(s) noted and reimport.

If errors are present in your template, you will see this error message.



19. Click on Edit to complete the set-up of the Inspection Type and Checklist.


Click on Edit to complete the set-up of the Inspection Type and Checklist.


20. Update Inspection Type, if desired.


Update Inspection Type, if desired.


21. Select a Default Schedule, if desired.


Select a Default Schedule, if desired.


22. Click on Inspection Timer, if desired.


Click on Inspection Timer, if desired.


23. Update Signature requirements as desired.


Update Signature requirements as desired.



24. Click on Billing and set your Billing option.


Click on Billing and set your Billing option.



25. Click on Checklist to edit your checklist as needed.


Click on Checklist to edit your checklist as needed.



26. Click on Forms , set Default Answers for the form and select which form(s) to use.


Click on Forms , set Default Answers for the form and select which form(s) to use.



27. Click on Email and set your email options.


Click on Email and set your email options.



28. Click on Save.


Click on Save.


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