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Can I add a custom checklist to my account?
Can I add a custom checklist to my account?

How to add a bespoke checklist to my account

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

In addition to the list of standard and manufacturer checklists, we can create custom checklists for your inspections. Custom checklists can be used for anything that needs inspecting, from components on a chainsaw to rooms in a building.

If you find that you are using lots of records to represent each step of a check in one particular process that is carried out in your business, for example checking each part of a vehicle, you may find that custom checklists are your answer to save time and money.

Checklists are made up of an overall heading, section headings and individual checks. You can have both tick box or multiple choice checks to suit your needs.

You can include a description for each section and further information for the checks which can be viewed by clicking the ℹ️ next to the check.

The process of creating a custom checklist is as follows:

  1. Send us your checklists in text or spreadsheet format

  2. We review them to best fit your needs and discuss any issues or limitations with you

  3. We quote a one-off admin fee depending on the length and complexity

  4. We create the checklists and assign them to your account

  5. You test the checklists on temporary test records and request or approve any changes

Checklist template

Please use the below template if you're not sure where to get started:

  • Checklist name

    • Checklist description (optional)

      • Section 1

        • Section description (optional)

          • Check 1 name

            • Is it tick box or multiple choice? (Please provide multiple choice answers)

              • Check description (optional)

            • Check 2 name

            • Check 3 name

      • Section 2

        • Section description (optional)

          • Check 1 name

Please contact support if you are interested in a custom checklist to suit your needs

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