Create a checklist template

1. Open Checklist Studio and select New custom template.
2. Enter a Template name.
3. Check the Version. It starts at 1.0.
4. (Optional) Choose a Project type.
5. (Optional) Choose an Inspection type. After you choose a project type, the list shows only the inspection types for that project type.
6. Add a Description to tell inspectors when to use the checklist.

Add sections and questions

7. Select Add section and name the section. Use the arrows to reorder sections, or the bin to delete one.
8. In the section, choose a Question type, then enter the Question wording.
9. (Optional) Add a Help / BS reference, the Acceptance criteria (what a pass looks like) and a Drawing / spec reference.
10. Set whether an answer is required:
    • Required answer: the inspector must answer this question in the inspection.
    • Photo required: the inspector must add a photo when answering.
11. Select Add question to add another question. To reuse an existing question, select Add from library, then change it as you need.
12. Select Save template.

What happens next: your template appears under Your templates, and you can choose it when you start an inspection.