User instructions

Add introductions and pictures

Explain the procedure before and alongside the checks

Before the checklist starts

In Checklist Editor → Document tools → Introduction & pictures, add sections for purpose, scope, equipment, personnel and warnings. Each section has a heading, plain text and optional pictures. Select Information or Warning and arrange the sections using Move up / Move down. Choose Save introduction to draft, then Save draft.

Attach a picture to an item

1. Open Add item or Edit item. In Pictures & notes, enter the explanation and optional source section/step. Use Separate approval to choose an actual reviewer or department when required.
2. Choose Add picture… and select a PNG or JPEG. Add a useful caption and an accessibility description. Preview the image and check its labels remain legible.
3. Save the item, save the checklist draft and use Preview checklist to review the introduction and image placements. Publish only after the content has been reviewed.

The original photo is unchanged. A compressed reference copy is included with the checklist, its new records, reports and transfer files. You may attach up to eight pictures to an item or introduction section, with up to 30 distinct pictures per checklist. A checklist has a total picture-size limit; the editor explains when smaller copies are needed.

Earlier checklist annotations

The item editor uses Pictures & notes for instructions and Separate approval for reviewer requirements. There is no separate descriptive-role field to complete. Earlier role text remains under Original checklist annotations in the read-only preview and PDF report; it is not shown as an assignment on the checklist screen. Existing source wording, saved checks and approvals are not erased.

Read on a phone or in a report

The introduction appears under Read before starting, which starts collapsed. Tap or click the heading to read it, and tap again to close it. Automatic checklist updates keep your open or closed choice; they do not reopen the panel. Read the required instructions before work, then collapse them to return to the checks. Item pictures appear beside their instructions; tap a picture to enlarge it without losing an open answer or review form. The PDF includes the introduction and relevant pictures. Open and save the record while connected before relying on offline access.