Form Builder - Checklist Block

Form Builder - Checklist Block

Purpose Statement

The Checklist Block in Form Builder allows users to create interactive checklist items within forms for Inspections, Permits, Invoicing and Fire Investigation modules. This feature enables field personnel and administrators to systematically track completion of required tasks, ensuring thorough documentation and compliance with departmental procedures.

Background Information

The Checklist Block is a versatile form element that provides structured task tracking within First Due's form system. This block type is particularly valuable for inspection protocols, permit verification processes, invoicing checklist, and fire investigation procedures where systematic completion of multiple items is critical. The checklist functionality integrates seamlessly with the platform's reporting and documentation workflows, ensuring all completed items are properly recorded and accessible for compliance purposes.

Required Permissions

To create or edit forms with Checklist Blocks, users must have:

  • Form Builder access permissions
  • Module-specific permissions for the target form type (Inspections, Permits, Invoicing or Fire Investigation)
  • Edit permissions for the specific form being modified

Video


Step-by-Step Guide




1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Checklist Block under the current Block.





3.  Select Checklist from the dropdown menu.






4. Enter the text for your checklist item.
  1. Selecting "Enter" will add an additional Checklist item.





5. Click to add Checkmark on the Print Page (see example in Step 8).
  1. Leaving without the Check Mark will leave a box open on the Print Page (see example in Step 8).






6. Select text for formatting options available with Text Tools.
  1. Convert to
  2. Bold
  3. Italics
  4. Add a url link.
  5. Underline
  6. Font size
  7. Change case
  8. Marker (Highlight)
  9. Font color






7.  Select Tune to move up and down, or delete (select the X 2 times).






8. Example of a Form with a Checklist Block printed.



Best Practices

  • Logical Ordering: Arrange checklist items in the sequence they should be completed in the field
  • Clear Language: Use specific, actionable language for each checklist item
  • Consistent Formatting: Apply uniform formatting across all checklist items for professional appearance
  • Pre-checked Items: Only pre-check items that are always completed or required by default
  • Testing: Always preview and test print the form before deploying to ensure proper formatting

Troubleshooting & FAQs

Q: Can I reorder checklist items after creating them? A: Yes, use the Tune option to move items up or down within the checklist.

Q: What happens if I accidentally delete a checklist item? A: You'll need to recreate the item manually. The system requires you to select the X twice to confirm deletion.

Q: Can checklist items include hyperlinks? A: Yes, use the URL link option in the Text Tools to add relevant links to procedures or references.

Q: Will pre-checked items appear as completed on printed forms? A: Yes, items with checkmarks will display as checked boxes on the printed version.

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