Adding a checklist template to your project

1. Click Setup > Project Settings.
2. Under Field Settings, click Inspections and select Templates.
   You'll see a list of all templates currently available for your project.
3. Click Add Template and select Checklist from the drop-down menu.

4. Enter a Title and Description. The description can be anything you want inspectors to know when using this template.
5. Click Attach to add documents, photos, and other files this template. This is useful to provide common instructions or specifications for all inspections of a chosen type, such as a safety inspection.

• Inspectors can view the attachments on the web as soon as they start their inspection.
• This feature is not yet supported in the mobile app.
• Available for checklist and PDF form templates.
• Attach up to 10 files from your computer or document register.
• You can attach files up to 100 MB in size.
• For security, you can't attach .jar and .exe files.

5. Now select an option from the Category drop-down menu. See Organize checklist templates for more information on Categories.

Once you've completed these fields you can start adding and grouping the questions you want inspectors to answer.

Adding items and groups

1. Enter a question - this is the information you want an inspector to respond to.
2. Select a Type for the answer. For example, you can create the response as Yes/No or Pass/Fail. See the Items options section below for more details.

If you have more than one set of questions, you should group them to make your template clearer and easier to use.

1. Enter the group name in the Question field.
2. Under Type, select Group, and click Add. 
3. Drag and drop the items into the group.

Editing response types

If you want to edit the options in a Select List question, select Edit Values in the Response Type column. Here you can edit, re-order and delete them as required.

If you want to change a Response Type, for example from Yes/No to Pass/Fail click the down arrow, then choose an alternative from the drop-down list.

You can make questions mandatory by selecting the tick box in the Mandatory column.

Also, you can set a Hold Point if Inspectors need approval from an engineer or consultant before finishing the inspection. 

Items options

Moving items using drag and drop

If you want to change the order of the groups, or the questions within the groups, you can do so using drag and drop, or by selecting the tick box next to the group or item’s name, and then use the up and down arrows to re-arrange them. You can also move items in and out of groups, or from one group to another, by dragging and dropping them.

Note that if you have any ungrouped items, these will always be moved above any grouped items, when you save your changes.

Saving and publishing your template

When you've finished adding questions and response types, click Save at the top of the screen. If you want to make it available to inspectors immediately, click Publish. The new template will be available to them when they next log into Field.

If you select Save to draft, your changes are saved but are not yet visible to inspectors.