Different teams, projects, and workflows will always need their own unique set of checklists, so why limit your field team to only using standard forms? With Raken Checklists, it's easy to build your own customized templates and make them available to your whole team across your projects in minutes. Read the steps below to learn how.
Steps
Login to the Raken Web App and click on the Company tab at the top of the screen.
Click on the Checklists tab. Right away you'll see the page where you can start building and customizing your company checklist templates.
Click the Types tab.
Click on the green + New Type button in the top right corner of the screen.
When creating a new type, you first define the class of checklist. Checklists can be classified as Commissioning, Environmental, Equipment, General, Quality or Safety.
You then define the checklist type.
After you have defined a class or classes for your checklist you can create a checklist template.
Click on the Templates tab.
Click on the green + New template button in the top right corner of the screen.
In the window that appears, define the class and name of your new template. Give your template an identifiable name and then choose whether to start from scratch or use one of the Raken pre-built templates as your starting point.
Next, click on the orange Create Template button in the bottom right to launch the template builder window.
Edit your Checklist Template and either publish or save it as a draft using the actions below.
From the Templates tab of the Checklists section, you will see all your drafts and published templates. You can resume editing or delete templates from your company by clicking on the three dots to the right of the template name.
You can add as many templates as you like. Only those marked as Published will be visible to your team to complete in the field.
Template Builder Actions
From the Template Builder, you can take the following actions to ensure your checklist captures all the data you need from the field team.
Change the template name - Click on the pencil icon to the right of the template name at the top of the window.
Edit the Checklist title and description - Click anywhere in the text of the Checklist title or description at the top of the white content box to edit.
Add a new question - Click on the + Add Question button at the bottom left side of the white content box to create a new question. You can add as many questions as you like.
Edit the question text - Click directly on the text of any question to edit the wording.
Change question response type - Click on the downward pointing arrow to the right of a question to change the response type. We support response types of Yes No N/A, Checkbox, Text Answer, Choice List and Signature.
Yes No N/A - Allows field users to answer with a Yes, No or N/A
Checkbox - Allows field users to check off on a question. This feature can be used for common checklists.
Text Answer - Allows field users to answer the question with free text.
Choice List - You can allow users to select a response for a question from a list of responses provided. You can enable multiple choice response by checking the box next to the allow multiple responses text in the Choice List editor.
Signature - Allow users to sign off on important checklists or can be used for creating sign-in sheets and having multiple users apply their signatures.
Define Attachment Guidance - You can define what the attachment related to each question should include. This helps ensure that the questions are as clear as possible to ensure the best possible response.
Make a question mandatory - Check the box in the column labeled Mandatory next to a question if you require the user to add a response.
Reorder questions - Click and drag questions using the three lines to the left of each question to change the order.
Delete a question - Click on the three dots to the right of each question and then click on the Delete button that appears in the dropdown.
Add a Section - Click on the grey + Add Section button below the white content box to add a new checklist section. Give the new section a title and description and then use the actions above to add and customize the question required in the section. You can have as many sections as you want.
Reorder sections - Click and drag a section using the three lines to the left of the section title/description or click on the three dots to the right of the section title/description and click the Move Up / Move Down options from the dropdown as needed.
Delete a section - Click on the three dots to the right of the section title/description and then click on the Delete button that appears on the dropdown.
Preview the Checklist - Click on the Preview toggle at the top right just above the white content box. The content will change to show you what your team will see while completing a checklist. Click the toggle again to continue editing.
Save the template as a draft - Click the grey Save as draft button in the top right of the screen. Your edits will be saved, but the template will not be made visible to your team to complete.
Publish the template - Click on the orange Publish button in the top right of the screen. Your completed template will be saved and will be immediately available for your team to complete across all projects on both the web and mobile apps.
Considerations
To create and modify company checklist templates, you need to have either Account Admin or Project Admin level permissions.
Once published, your checklist templates will be available in each of your projects in Raken.
Checklists are only available on the Performance Plan. If you'd like to learn more about upgrading, please check out our Plans Page.
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