1. Go to SETUP > Checklist Setup Process.
2. Select the checklist by clicking the circle at the beginning of the row.
- 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" a checklist by clicking on the circle-i icon at the front of the row.
3. Select “Checkpoint” from the Process Menu.
4. Find the checkpoint to edit.
- You can scroll down or use the Search Field in the upper right hand corner of the menu bar to filter your choices.
5. Code: You can enter a specific code or allow
6. 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."
7. 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.
- 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
- 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.
- 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 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.
8. 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.
9. Default Note: This field allows you to add pre-set notes that will appear in the comments field of an inspection.
10. 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.
11. 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.
12. R - Risk Factor: You can enter a "Risk Factor" for a checkpoint. If your company has a numeric scale to weight the severity of a checkpoint, you can enter that value in this field.
13. 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.
- 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.
14. JR - JOB-READY CHECKBOX: This field identifies the checkpoint is related to verification of prior work.
- Unchecked indicates that the checkpoint is related to verifying completed work. This is a useful feature for assigning accountability for job-ready performance to others and accountability for completion of work to the primary responsible party.
- 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 also gives FTQ360 the ability to link job-ready checkpoint data to the party responsible for the previous work.
15. 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 Checklist Attachments: Checklists 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 Checklist Attachments: Delete the attachment by clicking the light gray trashcan icon to the far right of the attachment.
Checklist References: Attachments you add to checklists are displayed as "Checklist References" on the Inspection entry screen. They will be located at the bottom of the blue header area. Use the click the toggle icon to the downward position to view and open the attachments.
16. 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.
17. Trash Can: To Delete the checkpoint, click on the "red trashcan" icon.
- If there is no trashcan icon available, the checkpoint cannot be deleted.
18. 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.