User instructions
Build a checklist step by step
A guided route from an idea to a saved checklist
Open Admin → Checklist Editor → Builder wizard…. The wizard creates a new reusable type; it does not create a completed job record or change an existing checklist.
- Starting point. Start blank, paste an outline, or choose a training example. In an outline, use one item per line and put # before a section heading. Examples require review and adaptation to your procedure.
- Name & stages. Enter the checklist name, equipment/system and optional code. Choose one or two stages and name them. A new two-stage draft converted to one stage moves its items to that stage after confirmation.
- Sections & items. Use Manage sections and Add item. Double-click an item or choose Edit item / options for readings, reference pictures, optional/required photographic evidence and a named or department approver. Select the applicable stage(s) for every item.
- Introduction & details. Add explanatory text, warnings and overview pictures, or set document ownership and related procedure references. These optional panels are reading material, not completed checks.
- Review & save. Preview the complete checklist and check reviewer setup. Leave Publish now unticked to save an unfinished draft. To publish, enter a change summary, confirm your review and select Save checklist. New records can use a published checklist.
Keep work without publishing
Back and Next keep your current wizard changes. At Review & save, save as a draft to continue later in the normal Checklist Editor. Cancel asks before discarding unsaved wizard work. The wizard does not save automatically while you move between steps.
The existing New / Generate, Example setups and advanced editor remain available. Publication records the signed-in administrator and applies to new job records only. Always follow the approved operating procedure.
Optional source links
In Introduction & details, choose Link original documents and tick the exact revisions already stored in the project. Add originals through the main Original documents tab first. Save the wizard draft or publish after review; no original is mandatory.