Are you creating a new report type from your mobile device and want to add a checklist? Want to add a checklist to a previously created report type using your mobile device? Or want to add a checklist to a single field report? Here’s how you do it!
Curious about how to do this on the web? The article HERE will walk you through how to do just that!
Add Checklist to a New Field Report Type
Step One: Get started
Using the mobile navigation menu tap Reports
Tap Daily Reports under the Field Reports section
Tap the 3 dot stack in the upper right corner
Tap Manage Report Types
Step Two: Create a new Report Type
Tap the + button
Give your new report type a title
Select which position you want to have access to this report type
Choose which report sections you want active (on/off)
Step Three: Add Checklist
Select the report section you wish to add a checklist to
Tap on the checklist toggle to enable a checklist
Give your checklist a title
Add checklist items by tapping +Add Questions
Delete an item by clicking on the trash can
Tap Save
Step Four: Repeat the previous step to add additional checklists to other report sections if desired
Step Five: Tap Save
Add Checklist to an Existing Field Report Type
Step One: Get started
Using the mobile navigation menu tap Reports
Tap Daily Reports under the Field Reports section
Tap the 3 dot stack in the upper right corner
Tap Manage Report Types.
Step Two: Select the report type you want to add a checklist to
Step Three: Add your checklist
Select the section you wish to add a checklist to.
Tap on the checklist toggle to enable a checklist
Give your checklist a title
Add checklist items by tapping +Add Questions
Delete an item by clicking on the trash can
Tap Save
Step Four: Repeat the previous step to add additional checklists to other report sections if desired
Step Five: Tap Save
Add Checklist to a Single Field Report
Sometimes an employee might want to add a checklist to their report even if a checklist hasn’t been built into a report type (or Template). An employee can include a checklist within any Daily Report from the field as they’re filling out a report by following the steps below.
The added checklist will only appear in their report once. If they’d like the checklist to appear each time a report is created, a new Report Type/Template with the added checklist will need to be created.
Step One: Get started
Beginning the process of creating a Field Report
Tap Reports
Tap Daily Reports under the Field Reports section
Tap the + icon
Select the project
Select the Report Type or hit Skip
Step Two: Add a checklist
Tap the gear icon
Select the report section you wish to add a checklist to
Tap on the checklist toggle to enable a checklist, or tap the + symbol to add a new section for your checklist
Give your checklist a title
Add checklist items by tapping +Add Questions
Delete an item by clicking on the trash can
Tap Save
Step Three: Repeat the previous step if a checklist is desired in a different section
Step Four: Use the back arrow to exit out of the report settings
Step Five: Fill out the checklist(s) by tapping on the checklist(s) under the Checklist section at the bottom
Once completed, a checkmark will appear next to the checklist title
Step Six: Finish completing the report as needed
Step Seven: Preview the Report to see the filled-out checklist(s) appear in their respective report sections and tap Submit
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