Add a Checkpoint to a Checklist

Instructions

1. Go to SETUP > Checklist Setup Process.

2. Find the checklist.

• Checklists are alphabetized by Category. You can reverse sort by clicking the “Category” column header.

• You can also use the Search Field in the upper right hand corner or the drop-down "Filter" to the left. The drop-down allows you to view "All," "Active Only" or "Inactive Only."

• You can "Preview" the Checklist by clicking the circle i icon to the left of the Category column. Or, after you've selected a checklist, you can click the circle i icon in the left-hand process menu. Tip: If the checklist has more than 25 checkpoints, click the "Show all" at the bottom of the checklist. The popup will disappear. Hover over the preview icon again and all checkpoints will display. 

• To "Select," click on the radial circle at the beginning of the row.

3. Select “Checkpoint” from the Process Menu.

4. To COPY checkpoints from another Checklist, click the drop-down arrow next to the “+Add” button. A drop down list of Checklists will appear.

• You can scroll down the list or use the "Search Field" to type a keyword and filter your choices.
• All the Checkpoints from the selected Checklist will populated on the page.

5. To Add Checkpoint(s), click the “+Add” button. Click multiple times to add multiple rows.

• The Checkpoint Description Field is all that is necessary to add the checkpoint. All other fields are optional.

6. Code: You can enter a specific code or allow 

7. Sequence: This field designates the order of each checkpoint on the Inspection Entry screen. The order is from smallest to largest. You can use decimal points, if necessary, to get the exact order you want.

• For example, a task with the sequence number “3” will be above any tasks with the sequence number “4”. If you’d like another task in between those two tasks, you can give it the sequence number “3.5” or any decimal in between “3” and “4."

8. Checkpoint Type: Use the drop-down menu to select the "Checkpoint Type." Click here for detailed information about Checkpoints.

• Data - allows an inspector to type comments into a note field. There are no FTQ check boxes.
• Data (Half-width) - puts two sequential data checkpoints side-by-side on the PDF report, rather than taking up two separate rows. 
• Dynamic Checkpoints - gives the inspector some options. Dynamic Checkpoints display as a grey button with white text. You set up a group of "Child" checkpoints under the Dynamic Checkpoint "button" and your inspector selects the “Dynamic” item button as many times as needed during the inspection. Often used when one part of an inspection can be done multiple times such as a Bedroom Inspection. A Dynamic Checkpoint can also be used when one part of an inspection is not always completed. If not selected, Dynamic Checkpoints do not show on PDF Inspection Reports.
• Dynamic Matrix - has the same characteristics of a Dynamic Checkpoint; however the Dynamic Matrix element is used to add multiple rows of data in columnar format to create a matrix or table of data. Each time the Dynamic Matrix button is selected a new table row drops down for data entry.
  
• Dynamic Matrix (Custom Header) - this is the same as a Dynamic Matrix except the first row of data entered by the inspector is used as a header row.
  
• Vertical Matrix - has the same characteristics of a Dynamic Checkpoint; however, the Dynamic Matrix element is used to add multiple columns of data to create a matrix or table of data. Each time the Dynamic Matrix button is selected a new table column drops down for data entry.
• Dynamic Selection - allows the inspector to select from pre-set choices from a drop-down menu.
• Header - a text-only, bold title. It's ideal to label a section or subdivide a long checklists. Headers are used by the Navigation feature to move around the inspection.
• Image - checkpoint with no check boxes, used when an image is required. Has a notes field and camera icon
• Inspector Instructions - used to give instructions, a reminder or to provide other information to the inspector that will not display on the PDF inspection report
• Quality - the standard checkpoint for "Quality" inspections. Provides 4 evaluation check boxes, a note field and camera icon.
• Quality Deficiency - this is the same as the quality checkpoint, except the "OPN" checkbox defaults to checked, meaning there is an open issue that needs to be addressed.
• Quality Hot Spot - A Hot Spot is a recurring issue that you want to track or pay special attention to. This checkpoint looks like a standard quality line, with FTQ, QC and OPN check boxes, as well as a camera icon.
• Safety - the standard checkpoint for "Safety" inspections. Provides 4 evaluation check boxes, a note field and camera icon. this is the same as the quality checkpoint, except the "OPN" checkbox defaults to checked, meaning there is an open issue that needs to be addressed.
• Safety Header - a text-only, bold title for a Safety section. It's ideal to label a section or subdivide a long checklist. Headers are used by the Navigation feature to move around the inspection.
• Safety Violation - this is the same as the safety checkpoint, except the "OPN" checkbox defaults to checked, meaning there is an open issue that needs to be addressed.
• Score Budget* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Cleanliness* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Productivity* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Project Management* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Quality* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Safety* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Schedule* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Score Teamwork* - Add this scoring checkpoint to a section or any area on a checklist to rate the work of the category or trade being inspected using a 5 star rating system. Scores given on inspections are reported on Performance Reports.
• Vertical Matrix - the matrix columns display and print vertically, instead of horizontally

* Scoring Checkpoints are rated with stars. This allows you to put scores anywhere on your checklist. For example, you can add a Quality Score checkpoint (or any of the 8 different score checkpoint types) at the end of the different sections on a Final Inspection Checklist.

9. Text: Enter the checkpoint description in the Text field. This is a required field.

• The checkpoint title is all that is necessary to add the checkpoint. All other fields are optional.

10. Default Note: This field allows you to add pre-set notes that will appear in the comments field of an inspection.

11. Auto Options: This field allows you to create a drop-down menu of selectable options for the Inspector to use when conducting an inspection. This is similar to a Dynamic Selection checkpoint but without the button. Enter your first option in the field then press <ENTER> to start a new line. Begin typing the next option.

12. Options: This section allows you to add special features to the checkpoint, such as make the checkpoint mandatory or insert buttons for the auto-options, add if/then logic or insert formulas.

• NEW!
  You can “smart copy” parts of a Daily Report to a new Daily Report. It is a real time saver now that you have the ability to copy a manpower list, equipment, and/or subcontractors from a daily report to a new one! To make it even easier, data that changes every day is not copied, like the reported hours or daily site pictures. In the Checklist Setup> Checkpoint> Options you will see a new Copy Mode feature allows you to select how that checkpoint gets copied; all data, all but attachments, or nothing. Of course, this feature can be used on any checkpoint on any checklist. Get creative!
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13. Project: Leave as "All". By choosing a project/community, you restrict the viewing of a checkpoint to one project/community making it a Project Restricted Checkpoint. In other words, the checkpoint will not be seen when inspecting in any other project than the one to which it is restricted.

14. Key Metrics: The "R" is a  "Risk Factor," which allows an inspector to assign a numeric value to a deficiency.  You can add and customize up to 5 key metrics for data collection. When an inspector clicks on the Open or FIXED/QC checkbox, the key metrics fields will drop down. Your default value will be displayed, but can be changed by the inspector. For more information about Key Metrics, click here.

15. Category: This lets you assign a trade/category to a checkpoint. You can also create categories for any type of "Tag" or way you'd like to see information broken down for analysis. See Add or Edit a Category for more information.

• The benefit of assigning categories on the checkpoint level is that you can have checklists to inspect multiple trades with each checkpoint having its own category.
• This is a useful feature for milestone inspections such as pre-drywall that include checks for electrical, plumbing, and HVAC. Single trade inspections such as "Concrete Pour" automatically default to the category of the inspection. 
• Checkpoint categories can be updated anytime and retroactively reflected on category reports. 
• Checkpoint categories are transparent to inspectors and do not affect the inspection process.

16. JR - Job-Ready Checkbox: Select the checkbox in the column labeled "JR" and your checkpoint will now be a Job-ready checkpoint.

This identifies the checkpoint as being related to a "Job-ready" issue or verification of prior work. For example, if you are a specialty contractor doing self-inspections and find issues that you need to fix before you can start work and these issues are related to the job site not being ready (job-ready) then you might want to add a "Dynamic Checkpoint" to the beginning of your checklist for listing Job-ready issues.

• Reporting of job-ready issues do not reflect negatively on the primary responsible party, particularly important when using inspections for performance management and subcontractors self-inspections.
• This lets you link job-ready checkpoint data to the actual party responsible for the issue, not the Trade whose work is currently being inspected.

17. Attach: To add an "Attachment," click the paperclip to open the drop-down list. You can select "File," "Link," or "Note," depending on what you want to attach. 

• "File" will allow you to upload a document from your computer.
• "Link" will allow you to post a URL to a webpage.
• "Note" will allow open a dialog box where you can type a message.

Open Checkpoint Attachments: Checklpoints with Attachments have a toggle icon on the left-hand side of the checklist row. Click the icon to toggle it down and you'll see the attachments.

Delete Checkpointt Attachments: Delete the attachment by clicking the light gray trashcan icon to the far right of the attachment.

Checkpoint References: Attachments you add to checkpoints are displayed as "References" on the checkpoint line in the inspection. They are located the checkpoint description. Click the toggle icon to the downward position to view and open the attachments. Reference images can now be opened and marked up with the photo editor and saved to the checkpoint to be part of your inspection.

18. Active: The checkpoint is automatically checked as active. If you don't want to make it active yet, click the checkbox to remove the check mark.

19. Trash Can: To Delete the checkpoint, click on the "red trashcan" icon.

• If there is no trashcan icon available, the checkpoint cannot be deleted.

20. Click the "Save" button to save your new checkpoint.

Advanced Setup Options

The following Setup Options are available under the "Advanced View." Not all users can view or access these options. Please contact Customer Support for assistance. Click on the action title for more information.

> Add a Checkpoint Code

> Restrict a Checkpoint to One Position