In addition to the list of standard and manufacturer checklists, you 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.
When crafting your custom checklist, we provide a variety of question/check types to suit your needs:
True/False: A straightforward yes or no response.
Multiple Choice: Select from a list of predefined answers.
Text: Provide a free-text answer.
Image Files: Upload images as part of your check.
General Files: Upload files like PDFs as part of your check.
Signature: Electronically sign or upload an image of your signature.
Date: Input a specific date.
Choose the type that best fits each item on your checklist to tailor it precisely to your requirements.
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.
Now you can use our Checklist Editor tool in the Papertrail web app to create your own custom checklists, the process for doing this is as follows:
Navigate to the checklist editor in the settings section of your account and click 'Add New Checklist' at the top of the page
2. You will then see the below pop up. You can add a checklist name, description (optional) section headings and check names.
3. For each check/question you can select the type which are listed and explained at the start of the article.
You also can clone sections and checks to avoid having to type out the same information twice using the 3 dot menu on the right side of the section/check.
Sections and checks can also be drag and dropped to reorder your checklist.
Should you find you have added a check in the wrong section you can also use the 3 dot menu to move the check to another section:
4. Once you have added all the information for your checklist simply save it and then it will be available on your account to add to a record.
If your checklist needs updating/amending at any time simply navigate back to the checklist editor and edit your checklist in the same way.
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Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.