3.6.1 Checklist Management
The Checklists screen is where you can see a list of your Checklists, manage them and add more if you need.
Access via the Workbench Menu -> Site Management -> Checklists
You can only access this screen if you have been assigned the Checklist Manager role. More info on how to assign this is on this KB article: 3.5.4 Organisation
The screen has a list that includes all your checklists.
It has the following columns:
Name: The name you have given to the Checklist. If you see a locked padlock at the end of the name it illustrates that only the owner can change the Checklist.
Block: The block the Checklist can be used for. If there is no block specified it can be used for any block.
Creation Date/Time: The date & Time it was created.
Creator: The person who created the checklist.
Owners: The owner of the Checklist.
Status: Can be Draft, Active, Inactive. Only Active Checklists are available for inspectors to do inspections with.
You can filter and sort by any combination of these columns.
The default setting is for the page to show Checklists that the user is the owner of.
Click on the ‘View’ button to view the Checklist Details(See new help page).
Click on the ‘Copy’ button to create a copy of the Checklist in question.
When you copy a Checklist you will be asked to create a new name of the Checklist that will be created from the copy. Once you click on ‘Save’ or ‘Save and Open’, a copy of the Checklist is created and is available for editing under it’s new name.
At the top of the screen are two important buttons:
- ‘Add Checklist’ button to add a new Checklist from scratch.
- 'Import BOL Template' button to import a starter Checklist from BOL
Add Checklist
You will be presented with a pop-up where you need to enter the basic details about the Checklist.
The basic details that need entering are:
Name: The name you have given to the Checklist. It will need to be unique.
Owner: This is the person who is responsible for the Checklist. Initially it will align with the creator but can be changed. It will default to the name of the user who has clicked on the Add Checklist button.
Block: Only select a block if you want the Checklist to apply solely to that block, otherwise leave this blank and then it will be available for all blocks.
Locked: This is a toggle which if toggled will lock the Checklist so the only person who can edit it is the Owner. It defaults to unlocked.
Status: This defaults to Draft but will need to be made active for it to be available during site visits.
Notes: This is a freeform text area where ad-hoc reminder notes can be left about the Checklist.
Once you click on ‘Save’ you will be taken back to the list screen where the new Checklist will appear, or if you click ‘Save& Open’ it will display the Checklist Details screen allowing you to edit the contents of the checklist.
Import BOL Template
Click on the ‘Import BOL Template’ button to import a starter Checklist from BOL. The system shows you a list of potential Checklists that you can select from. These are good starters when initially using the Site Inspection Tool.
Once you have selected a Checklist and clicked on ‘Import’ the imported checklist will appear in the list of Checklists, with the user as the creator and owner.
Ideally you change the name at this point to make it more meaningful to you and tweak/ change the checklist itself.
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