1. Go to: Setup > Customization > Communication List.
2. Click "Advanced View" in the Process menu.
3. Select the Communication List you want to add a checkpoint to.
4. Select "Checkpoint" from the Process Menu.
5. Click “+Add” to add a new corrective action to the list.
6. Code - You can create your own CA code, or use the code generated by the system.
7. Seq. - Sequence is used to put the corrective action listing in order. The order is from smallest to largest. You can use decimal points, if necessary, to get the CAs in the order you want them.
8. Insp. - Select the Inspection Type.
9. Type - Select the Checkpoint Type.
- 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.
10. Text - Enter the Checkpoint description. This is a required field.
11. Def. Note - Default Note is used for adding pre-set notes that will appear in the comments field of an inspection.
12. 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.
13. Project - If you would like to restrict the CA to just one project, select it from the drop-down menu. If you do not want it restricted, leave the selection as “All”.
14. Attach - You can add documentation to the company department with the paperclip icon.
15. Active - If you would like to hide the Corrective Action from the system, uncheck the “Active” box.
16. Delete - Click the trash can icon if you would like to delete the corrective action altogether.
17. Save or cancel your changes.