Are you looking to add checklists to your Field Reports? Then this article is for you! Adding checklists is fast and easy and can take your daily reports to the next level! Checklists can be added to any of our Field Report sections including custom sections. You can add checklists to a new Field Report type, add them to an existing Field Report type, or add them to a single Field Report.
Curious about how to do this on mobile? This article will walk you through how to do just that!
Field Reports are one of our premium features. If you would like to learn more about adding Field Reports to your account, please schedule HERE with one of our product specialists!
Add Checklist to a New Field Report Type
Step One: Get started
From the left navigation menu select Field Reports
Select Manage Types in the upper right corner
Step Two: Create a new report type
Click +Create
Give your report type template a title
Select the position you want this template available to
Choose which report sections you want enabled by clicking the toggle on/off
Step Three: Add your checklist
Click on the gear icon next to the section you wish the checklist to appear under
Click the Enable Checklist box
Give your checklist a title
List your checklist item
Add additional items by clicking +Add Questions.
Delete an item by clicking on the trash can
Click Update
Step Four: Add additional checklists to other report sections if desired
Step Five: Click Submit
Add Checklist to an Existing Field Report Type
Step One: Get started
From the left navigation menu select Field Reports
Select Manage Types in the upper right corner
Step Two: Click on the report type title you want to add checklists to
Step Three: Add the checklist
Click on the gear icon next to the section you wish the checklist to appear under
Click the Enable Checklist box
Give your checklist a title
List your checklist items
Add additional items by clicking +Add Questions.
Delete an item by clicking on the trash can
Click Update
Step Four: Add additional checklists to other report sections if desired
Step Five: Click Submit
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 Field 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
From the left navigation menu select Field Reports
Click on Create in the upper left corner
Step Two: Begin creating a report
Select the project
Select the report type (optional)
Choose the date for the report
Click Preview
Step Three: Add checklist(s)
Click on the gear icon in the upper right corner
Click Settings of the section you want the checklist to appear in
Click the Enable Checklist box
Give your checklist a title
List your checklist items
Add additional items by clicking +Add Questions
Delete an item by clicking on the trash can
Click Update
Step Four: Add additional checklists to other report sections if desired
Step Five: Use the back arrow to exit out of the report settings
Step Six: Fill out the checklist(s)
Step Six: Finish completing the report as needed
Step Seven: Submit the report by clicking Save
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