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Check List Template Setup

Table of Contents

• Overview
• Features
• Check List Template Setup Page

Overview

Checklist templates prevent auditors from selecting a checklist and having to manually select all associated sections. Auditors can now use checklist templates and select checklists with pre-selected sections in the QR Review / Check List set up page [Checklist Plan PopUp]. Checklist templates are created in the Check List Setup page.

Features

1. Users have the ability to create, customize, delete, or make Checklist Templates inactive or active.
2. Ability to create Checklist Templates for all inspection types.

Check List Template Setup Page

To Select, View, or Edit Template

1. Select desired inspection type from first drop down.
2. Second drop down (All Checklists) will enable.
3. Select Checklist from drop down [Sample Setup].
4. Existing Checklist Templates will show. If nothing shows there are no existing Templates for that checklist.
5. If existing templates do show users can view or edit
6. Edit template by clicking button 'Checklist Setup', makes changes and save.

To create a template

1. Click button 'Add Template'.
2. Create template name, select inspection type, and select checklist [Create Template].

Checklist Plan PopUp

Sample Setup

Create Template