Checklist Response Templates

Checklist Responses are a core component of a checklist, determining how users are required to respond to the various questions or statements. Checklist Response Templates can be automatically generated by the system or manually defined by the user.

How to Add a Checklist Response Template for Use in a Checklist

1. Log in as a System Administrator.
2. Navigate to Settings > Checklists > Checklist Response Templates.
3. Click 'Add Response Template'.
4. Give the new Checklist Response Template a meaningful name.
5. Select the appropriate Response Type:
   • If you choose Option or Dropdown List, you can create the list items by clicking the 'Configure Option/Dropdown' link.
6. Click the 'Save' button to save the template.

Checklist Response Types

The following response types can be selected when creating a new Checklist Response Template:

Response Type	Description
Checklist	A list of items that need to be checked or completed.
Comment	Allows users to add comments. Rows can be added to make the comment field larger.
Date	A date picker for selecting a specific date.
Document	Upload a document via the Document Library, then copy the link to the Checklist Response under the Configuration Tab.
Image	Upload an image via the Document Library, then copy the link to the Checklist Response under the Configuration Tab.
Option	Radio buttons allowing a choice between one of two mutually exclusive options.
Score	Allows entry of a score, with configurable maximum and minimum limits.
Select Equipment	Select multiple active items from the Asset Register.
Select People	Select multiple active people from the system.
Signature	Electronic signature capture.
Time	Time picker for selecting a specific time.
Time Range	A range of time periods that can be selected.
Time Range Total	Total hours calculated between two selected time points.
Video	Upload a video via the Checklist Response under the Configuration Tab, or embed a YouTube video using a link (e.g., https://www.youtube.com/embed).