You must use Scannable’s Web-Based app to create checklists
💡 Checklists give you the ability to create your own checklists or select a manufacturer’s checklist. You can define your own list of checks for a singular item, or a category of equipment e.g. descenders
Head to the Inspections area and select the Checklists tab
Click ‘+ Create Checklist’
Enter the name of the checklist you are creating
Select the type of items the checklist will be used to inspect:
Any Item - the checklist will be available for use when recording inspection results against any item
Product Category - the checklist will be available for use when recording inspection results against any item in the designated category. If you select the category ‘Carabiners’, the checklist will only appear when recording inspection results against a carabiner
Single SKU - the checklist will be available for use when recording inspection results against a specified SKU. If you select this option, a search box will appear so that you can search for the SKU you want the checklist to apply to
Selecting the check box to make the checklist ‘default’ will make the checklist the default checklist. Default means that this checklist will be pre-selected when you record inspection results against the type of items you have selected in step 4.
Add the steps that you want your checklist to have. Click ‘Add Checklist Step’ to add more steps. Use the ‘Remove’ button to remove a checklist step
Click on the three vertical dots, hold, and drag to reorder the steps if necessary
Click ‘Create Checklist’
To edit an existing checklist, click on the name of the checklist you wish to edit, and you will be able to edit the checklist using the steps above. Click ‘Update Checklist’ to save any changes made