Add a Checklist
To create a new checklist, click the Add button. The "Add a Checklist" menu will pop up. Here you will provide a name and description for your checklist. Optionally, you can link an SOP URL to the checklist. Click Save to move on to adding results, to collect data on your checklist.
Add a Result
You can add results by editing a checklist. Find the "Edit Checklist" menu by clicking on the checklist in the list view.
To add a result, click the Add a result button. This will open the drop down menu of all the result types. Once you have decided which result you'd like, click on it to name the result and set its default value.
Result Types
Boolean
- True/False - on or off switch
Numeric
- Clicker - plus or minus
- Number - tracker with a target #
- Sentiment - coming soon
Text
- Short/Long Text - text with set target character amount
Default Values
Default values are preset values that are set for a result type. The default value for a True/False result is False. You can change this default value while you are adding results to your checklist.