Checklist Building Blocks

Now you can create a special type of checklist called a building block, which as you can tell from the name is block of standardized checkpoints that you intend to use over and over in multiple checklist templates. For example, a building block of JOB READY checkpoints can be used on any checklist that you want to include job readiness. Or on a larger scale, a company library of standard building block checklists can be used to prepare project-specific checklists that preserve a consistent approach for common work. A superpower of this feature is that when the building block is edited, the changes appear on all new inspections without having to update the checklist templates that use it.

Instructions

Create A Building Block

First, create a checklist with Type set to "Building Block"

1. Go to System Admin>Checklist Setup

2. Click the blue Add button to create a checklist to "house" the building block checkpoints.

3. Give the checklist a title that describes the purpose of the building block.

4. Select "Building Blocks" for the Checklist Type.

5. Click Save.

Add a Building Block to a Checklist

Second, add the "Building Block" to the checklist

1. Open the checklist you want to insert the building block of checkpoints into.

2. Click the carat (down arrow) on the blue Add Button.

3. Find and select the "Building Block" from the checklist drop down. The building block checkpoints will be inserted into the checklist.

4. You can move the Building Block anywhere on the checklist by holding the mouse key and dragging the checkpoints.

5. Click Save.