Adding and Removing Checklists and Checklist Items

    During your audit, you may need to modify Checklists and Checklist Items to capture all necessary information about a location. Your Site Audit configurator will have preloaded Checklists and Checklist Items for each Area for all locations; however, you may also add and/or remove Checklists and Checklist Items to better reflect the assets at individual locations.

    In SC Mobile you may:

    • rename a Checklist (Note: you cannot rename a Checklist Item)
    • add a preexisting Checklist and/or Checklist Item
    • create a new Checklist and/or Checklist Item
    • remove a Checklist and/or Checklist Item
    Note: Checklist and Checklist Item names must be unique. The system will not allow you to save entries with duplicate names.

    For example: In an FM Quarterly Audit there is a “Baby Changing Station” Checklist Item configured for the Bathroom Checklist. You are running an audit for 10 locations, however only Location 005 does not have a baby changing station. You can remove “Baby Changing Station” from Location 005’s audit only, without impacting Checklists for the other locations.

    When you upload the current audit, the system will remember the adjustments made to the Audit Type for that location only and retrieve the same Checklists and Checklist Items as in the last audit. Using the above example, “Baby Changing Station” will not appear when you audit Location 005 in the future, but will appear for future audits for all other locations.

    Note: Should a Checklist or Checklist Item need to be removed for all Locations, speak with your Site Audit configurator.

    Checklists

    Edit Checklists in SC Mobile Audits

    How to rename a Checklist:

    1. On the Area/Checklist list page, tap Edit List. The edit controls appear.
    2. Located the desired Checklist and then tap the pencil icon to the left. A field will appear displaying the name of the selected field.
    3. Rename the checklist, and then tap Done. The Checklist appears with the new name.
      Note: Checklist names must be unique. The system will not allow you to save entries with duplicate names.
    4. Tap Edit List to turn off edit controls.

    How to add a Checklist:

    1. On the Area/Checklist list page, tap Edit List. The edit controls appear.
    2. Locate the desired Area, and then tap the plus icon on the right side of the page. The Checklist list page appears.
    3. Add a preexisting Checklist and/or create a new Checklist:
      • To add a preexisting Checklist:
        • Locate the desired Checklist(s) and tap each Checklist line item. A checkmark appears next to each selected Checklist. (Note: Tap the line item again to deselect the line item.)
        • Tap Add To List on the bottom of the screen. The selected Checklists are added to the Area/Checklist list page.
      • To create a new Checklist:
        • Tap Create New + on the top of the screen. The Create Checklist modal appears.
        • Enter a Checklist Name and then tap Add. The Checklist is added to the Area/Checklist list page.
          Note: Checklist names must be unique. The system will not allow you to save entries with duplicate names.
    4. Tap Edit List to turn off edit controls.

    How to remove a Checklist:

    1. On the Area/Checklist list page, tap Edit List. The edit controls appear.
    2. Located the desired Checklist and then tap the X icon to the right. A confirmation modal appears.
    3. Tap Proceed. The Checklist is removed from the list.
    4. Tap Edit List to turn off edit controls.

    Checklist Items

    Edit Checklist Items in SC Mobile Audits

    Note: You cannot rename a Checklist Item.

    While creating or adding a new Checklist Item you can also configure the Rating System, or how you will rate that particular item during an audit. Ratings are either Pass/Fail or Numeric (1-5). Note that you cannot change a Rating System once you have created/added it to your list.

    Add Checklist Item Rating

    How to add a Checklist Item

    1. On the Area/Checklist list page, locate the desired Checklist and then tap that Checklist. The Checklist Item list page appears.
    2. Tap Edit List. The edit controls appear.
    3. Tap the plus icon. The Checklist Items list page appears.
    4. Add a preexisting Checklist Item and/or create a new Checklist Item:
      • To add a preexisting Checklist Item:
        • Locate and tap the desired Checklist Item. A Ratings modal appears.
        • Tap the appropriate Rating System.
        • Tap Add. A checkmark appears next to the selected Checklist Item. (Note: Tap the line item again to deselect the line item.)
        • When finished adding all Checklist Items, Tap Add To Checklist on the bottom of the screen. The selected Checklist Items are added to the Checklist list page.
      • To create a new Checklist:
        • Tap Create New + on the top of the screen. The Add Checklist Item modal appears.
        • Enter a Checklist Item Name and tap the appropriate Rating System, and then tap Add. The Checklist Item is added to the Checklist list page.
    5. Tap Edit List to turn off edit controls.