Before you can use a checklist in an inspection, you need to 'assign' the checklist to that record.
The checklist must be available on your Papertrail account first. If the options that you want don't appear when you try to assign a checklist, please take a look at the free checklists available (or send us details of a custom checklist) and get in contact with us so we can add them for you.
To assign a checklist in the web app, navigate to the record or folder of records that you want to use the checklist for. For a single record, click into the record and then click on Choose Checklists or the + icon.
If you want to assign a checklist to multiple records, select all the records applicable. Click the ▼ dropdown arrow next to Add X inspections and choose the Checklist option.
In the new window, select Choose Checklists or the + icon.
A list of checklists available on your account will appear in grey boxes beneath. If you have a long list you can start typing a name in the search bar to find it more quickly.
Click on a checklist name to assign it to a record. The checklist name will appear ticked in the list and as a grey box in the checklist field.
In this window you can also remove a checklist from the selected records using the Remove checklists tab on the right. To remove a checklist from a single record, click the X next to the checklist name. You can also replace any existing checklists
Don't forget to press Save to finish assigning or changing the checklist(s).
To assign a checklist to records in the Papertrail mobile app, select the records you want then click the ... menu and choose Add checklists. Select which checklist you want from the list and click Add. You can also replace any existing checklists in this step. Press Save to complete.
Removing checklists is done in a similar way, only this time choose Remove checklists from the menu. Select the existing checklists that you want to remove from your selected records and then Save.
See related articles:
- How to inspect an item using a checklist
- How to inspect an item using a checklist in the mobile app
- A list of all standard checklists available in Papertrail
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