Set Up Checklists

Checklists are available on accounts with the service checklist add-on plan. To see a demo or upgrade your account, email support@orangeqc.com.

How to Set Up a New Checklist

Create a checklist.

Go to the Setup tab, then click Checklists in the left-hand sidebar. (You can also start with a template from the Template Library instead.)
Click “+ New Checklist” in the upper right-hand corner.
Give your checklist a name and add instructions you'd like to appear at the top, if any.
Create the line items for the checklist.
(Optional) Just as with inspection line items, you can click the gray plus sign on the right-hand side of each line item to add a description. This is useful for any notes the team needs, or for adding translations.
(Optional) Add sections if you'd like certain line items to be grouped together. You can mix sections with individual line items outside those sections.
Click “Save” at the bottom of the page.

Assign the checklist to the right areas.

With the checklist still open, click “More” in the upper right-hand corner.
Select “Manage Assignments” from the drop-down menu.
Use the site and area list to choose where you want the checklist to be available. Use the "Select sub-areas" buttons to quickly assign a checklist everywhere within an area.
At the bottom of the location picker, you'll see a notice with how many areas the checklist will be assigned to. Double-check this to ensure that you're assigning the form to as many places as you need.
Click “Save.”

How to Complete a Checklist on the App

Open the Inspections tab and navigate to the right area.

You will see a new section for Checklists, which lists all checklist forms available at that area. (If you don’t see the checklist, pull to refresh.)
Tap the checklist you want to complete.

Complete the checklist.

Check off each line item as you complete it.
Tap the three-dot icon to the right of each line item to take a photo, choose a photo from your device's saved photos, or add a comment.

Submit.

Tap “Submit” at the bottom of the checklist.
If you go to the Uploads tab, you will see the submitted checklist.

View Submitted Checklists on the Web App

Your new Checklists tab in the web app works much like the Inspections tab.

Click “View” on the right-hand side to open up an individual checklist report. Beneath each line item, you’ll see whether or not the item was checked off.

Checklists performed during a visit (as part of Visit Tracking) will now be listed under visit tracking reporting, too.