Add a Dynamic Checkpoint to a Checklist

Dynamic Checkpoints insert a button into the checklist. When the inspector clicks the button, a checkpoint or group of checkpoints are dynamically added. This allows the inspector to add a needed checkpoint(s) ad hoc, and since they are hidden until needed, the checklist as a whole remain shorter and simpler.

Instructions

1. Go to System Admin>Checklist Setup

2. Select the checklist and go to Checkpoints

3. On the checkpoints screen, click the Add New button

4. In the dialog box, type the text to appear on the button in the Text field.

5. In the dialog box, select "Dynamic Checkpoint Button" from the dropdown in the Type field.

6. Click Save.

The new dynamic checkpoint will be inserted as the last checkpoint on the screen.

7.  Click the caret to the left of the checkpoint selector box.

• This will open up the dynamic checkpoint and allow you to create child checkpoints.
• Child checkpoints are the checkpoints to be inserted into the checklist when the dynamic button is clicked.

8. Select "+ Add Child Checkpoint."

9. In the dialog box, type the checkpoint text into the Text field.

10. click save.

Setting to allow a dynamic button to be click only once

Click the "Use Once" toggle under Behavior to inhibit inspectors from clicking the dynamic button more than once. This inserts the dynamic checkpoint once, and cannot be added an additional time.

Dynamic Checkpoints:

• Can be selected more than once during an inspection
• When not selected, will not display on the PDF Inspection Report – allowing you to add items to your Checklist that are not always inspected each time
• Are used in the Inspection Navigation feature
• Display on the inspection screen as a gray button with white letting. The title you give them in setup is what is displayed. Using a verb in the title will help inspectors know how to use the button. Fore example, having a Dynamic Checkpoint that says, "Inspect Additional Bedroom" will make it clear what the button is for. When the Dynamic Checkpoint button is selected, the checkpoint or various checkpoints that you added in Setup will drop down for completion
• Must be created as a “new” checkpoint and cannot be changed into another checkpoint type. They can be deleted or deactivate