01What it is
A checklist template is a named list of points to tick off, assigned to a type of work or to any. A new company gets four templates: Works handover, Fire-stopping check, Fire-device inspection and Workplace check.
On the task card you choose a template and click Load. The points go into the task checklist as required, without duplicating those already there. Templates for the task's type of work come first in the picker.
A template is copied. Changing or deleting it later does not change checklists that already exist.
- COMPANY STANDARD
- The same check whoever finishes the work.
- BY TYPE OF WORK
- One list for fire-stopping, another for handover.
- A COPY IN THE TASK
- Changing a template does not change existing lists.
02What it is for
Fewer call-backs
A fixed list of points before the works handover.
New staff know what to check
The template teaches the company standard.
A record of the check
The list of points stays with the task.
03Main options
Templates are a list and a template form.
Templates and their status
Name with description, type of work, number of points and status.
- Edit, disable or enable, delete
- A deleted template stays as a copy in the deleted records log
Name, type of work and points
A name and at least one point are required.
- Name up to 160 characters, unique
- Description up to 500 characters
- A type of work, or Any
- Points: one per line, in the order they are ticked off, each up to 180 characters
04Tasks step by step
- STEP 1Open Settings › Checklist templates and click New template.
- STEP 2Enter a name, choose the type of work and type the points, one per line.
- STEP 3Save. The template can now be chosen on task cards.
- STEP 1Open the task card, the checklist tab.
- STEP 2In Load from template pick the template and click Load.
- STEP 3The points go into the task checklist as required.
- STEP 1Disable the template on the list. Task checklists that already used it stay unchanged.
05Actions
The most common tasks around templates.
New template
A list of points to tick off in a task.
Disable
The template leaves the picker.
Load
Template points added to the task checklist.
06What it connects to
Choose a module to see where checklists are used.
Fire-stopping register
The Fire-stopping check template structures the check of a penetration.
Go to the topicFire-stopping registerActivity log
A deleted template stays as a copy in the deleted records log.
Go to the topicActivity log