1. Go to: Setup > Customization > Common Checklist Items.
2. Select the "Go to Advanced View" button on the Process Menu.
3. Select "Common Checkpoints" on the Process Menu.
4. Click the "+Add" button to setup a new "Common Checkpoint" or select the Checkpoint you want to edit by clicking on the circle at the beginning of the row.
5. Enter the "Checkpoint Code" or leave as is. You can input your own code from accounting records, or use the default code generated by the system.
6. Enter the "Sequence Number" in the first column. 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. Select the "Inspector" from the drop-down menu.
- Data Entry
- Inspector (General)
- QA Department
- Third Party
8. Select the Checkpoint Type from the drop-down menu.
- 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.
9. Enter the title of the checkpoint in the "Text" field. This is a required field.
10. "Default Note" is used for adding pre-set notes that will appear in the comments field of an inspection.
11. "Auto Options" are used to provide a drop-down menu of selectable options. 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. "Project/Community" - 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.
13. "Attach" is for adding attachments, files, and notes to an inspection. You must "Save" your new checkpoint, before you can add an attachment. Once saved, a paperclip icon will appear in the Attachment column. Click the arrow indicator. 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.
14. "Active" is automatically checked when saving a new checkpoint. If you don't want to make it active yet, click the checkbox to remove the check mark.
15. To Delete the checkpoint, click on the "red trashcan" icon.
- If there is no trashcan icon available, the checkpoint cannot be deleted.
16. Click the "Save" button to save your new checkpoint.