Site Visit Checklist Templates

Company Administrator users can create, edit, and retire site visit checklists rather than needing to channel all requests through the Trial Interactive Service Desk.

Creating a Site Visit Checklist

To create a Site Visit Checklist, follow the steps below

1. Navigate to the side menu bar and select Settings > Site Visit Checklist Templates.
2. Click on the +Create Template button at the top of the grid area.
3. On the ‘Create Site Visit Checklist Template’ screen, mandatorily enter the following details
   1. Site Visit Checklist Template Name*

   2. Description

4. Click on the Create button.

Note:

• Providing a description is recommended whenever possible, especially when multiple similar checklist templates may exist. The description helps in ensuring that the correct checklist is applied when needed.
• The checklist will initially remain in Draft status, as questions still need to be added before it can be published for use.

Edit Site Visit Checklist Template

1. Select the new checklist template from the list.
2. Click Edit from the menu bar at the top of the grid.

   

3. On the site visit screen, make the required edits to the section title and description.
4. Using the toggle switch, indicate if the sections and questions in the checklist should be ordered and, if so, whether the ordering should be alphabetical or numerical.
5. Press the +Add Section button and a new section box will appear.

   

6. Give the section a title and a description.
7. Press the +Add Question button in the new section.

   

8. Type in the question and select the type of question from the dropdown menu.
9. Continue adding sections and questions until the checklist is complete.
10. Enable the ‘Required Question’ toggle switch to make the question mandatory.
11. Click on the Duplicate button to make a copy of the question.
12. Click on the Delete button to remove the question.

    

13. When all the edits are made, click on the Save button from the top menu bar.

Copying a Site Visit Checklist

To copy a site visit checklist, follow the steps below.

1. Select a Visit Checklist Template and click on the Copy button from the top menu bar.
2. On the ‘Create Site Visit Checklist Template enter the details and click on the Create button.

Publishing a Site Visit Checklist

To Publish a Site Visit Checklist Template, follow the steps below

1. Navigate to the Settings area and select the Site Visit Checklist Templates option from the navigation links at the left side of the screen.
2. Select the checklist from the list displayed.
3. Press the Publish button in the menu bar at the top of the screen.
4. Click Publish on the confirmation popup.

   

5. The checklist will be displayed with the Published status in the list.

   

Retiring a Site Visit Checklist

To Retire a Site Visit Checklist Template:

1. Navigate to the Settings area and select the Site Visit Checklist Templates option from the navigation links at the left side of the screen.
2. Click on the checklist name from the list displayed.
3. Click the Set to Retired button in the menu bar at the top of the screen.
4. On the confirmation popup, click on the Set Retired button.

   

5. The checklist will be displayed as Retired.

   

Note: Once a Site Visit Checklist has been retired, it cannot be re-published. It is recommended to copy the checklist and publish the new copy to use the checklist again.

Deleting a Site Visit Checklist

Deleting a site visit checklist can only be done once the checklist has been retired. Please perform those steps before continuing.

To Delete a Site Visit Checklist Template, follow the steps below

1. Navigate to the Settings area and select the Site Visit Checklist Templates option from the navigation links at the left side of the screen.
2. Select the checklist from the list displayed.
3. Click on the Delete button in the menu bar at the top of the screen.
4. On the ‘Delete Site Visit Checklist Template’ confirmation popup, click on the Delete button.

   

Export to PDF

To export Checklist details as a PDF, follow the steps below.

1. Select a Checklist Template and click on the Export to PDF button.

   

2. Click on the Export button on the ‘Export Site Visit Checklist Template’.