Inspectors now have more flexibility in how they choose to execute their checking lists! Users can select to view their Checklists by 'Checkilst' or by 'Style', depending on the Inspector's preference. This enhancement to the Checklists feature also includes a new 'autosave' functionality - ensuring that Inspectors remember to save their work before navigating away from this section on mobile.
Please note: This feature is available for Enterprise & Professional subscriptions only.
How to execute your checklists in mobile
Step 1: Click on any Checking List tab in your inspection workflow. In the Checklist section, there will be a “View by” section which allows the user to switch between the 2 views:
View by Checklist: Conduct the checking list section by going through each checking list item one at a time (all styles are displayed within each item).
View by Style: Conduct the checking list section by going through each style at a time (all checking list items are displayed within each style).
Step 2: To execute the checking list section by Style, select “View by Style” and tap on a Style card. All checking list items in the section will be listed under the selected Style.
Step 3: For each Checking List item under the style, add a description and image.
Step 4: After you have entered all necessary descriptions & pictures, click on 'Submit' to save. You will return to the Checking List page, where you will see the style has been marked with a 'submitted' tag.
If you try to exit the section without saving the system will prompt you to save your answers.
Step 5: All data saved in the Style view will be reflected accordingly in the Checklist view. If you enter all data for 1 Style in the Style view, when you switch to the Checklist view, you will see the corresponding data for that Style in each checking list item.
Step 6: The Style view can only be used to enter data (comment, picture, video, etc). To specify the final result for the checking list, you must switch to the Checklist view.
Step 7: Next, select pass or fail result for each Checking List item. (The result of each Checking List item will be visible on the main Checking List page).
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