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Create a new checklist

This feature requires the checklist editor user role or higher

Before you start

  • Make sure you are logged in at my.checkbuster.com or
  • Open the checkbuster app on iOS or Android.

Introduction

Before you can conduct an inspection you need to have 1 or more checklists. The checklist acts as a template, ensuring that you always inspect using the same questions. We provide two ways to create checklists.

  1. Create your own checklist
  2. Use a checklists from our checklist library.

You can add as many checklists as you like. Also take a look at our getting started video tutorial ‘Create your own checklist’

Create a new checklist

Select the option ‘ Checklists’ from the my.checkbuster.com dashboard or the menu. And hit the [Add checklist] button. If you have multiple checklists this button is located below all of your checklists. We are going to start with a new checklist so hit the [Create your own] button. After naming your new checklist you can add items to the checklist. A checklist always consists of one or more inspection items.

To add an inspection item to the checklist just tab or click on the [Add inspection item] button.  An inspection item consists of 2 parts. The description, for example ‘Is this tutorial helpful?’ or ‘Is the temperature lower than 7 degrees Celsius?’ and an item type for example: ‘Ok, Not ok & Not applicable’ or ‘a measurement’. (Read more on item types: Checklist item types).

After inserting the description and selecting the item type hit [Done] to add the item to the checklist.

You can add unlimited inspection items to a checklist. If your checklist contains lots of inspection items we advise you to categorize them in different ‘Sections’. (Article: Add a section to a checklist). When you conduct an inspection the progress within the section is visible to your users.

Before you can use the checklist on your mobile device activate your checklist by clicking on the activate checklist option at the top of the screen.

checklist-editor-overview

Select a existing checklist

Select the option ‘ Checklists’ from the my.checkbuster.com dashboard or the menu. And hit the [Add checklist] button. If you have multiple checklists this button is located below all of your checklists. Click or tap the button [ Select one ].

All our ready to use checklists are placed in categories. We provide checklists in English and in Dutch. To change the language of the checklists that are visible hit the round button EN or NL to select your language. When you click or tap on a category you will see the different checklists in that category. Just select a checklist and the checklist will be ready to use. It’s also possible to edit already existing checklists. (Article: Edit an existing checklist)

Preview all of our ready to use checklists. If you can’t find the right checklist feel free to contact us.