Configure the Audits using Form Builder
This article lists the steps to configure the audits using Form Builder. The article also includes a video on how to use the Form Builder.
simplchek
Last Update há 3 meses
When is this helpful?
This is helpful when creating or modifying a checklist using the form builder.
Log in to the admin portal on your computer.
Navigate to Setup > Form Builder. The following screen appears:
Select Company > Select Checklist from the drop-downs on the top-left.
Click the Edit in draft button. The following screen appears:
The left side of the screen shows the response options to the questions.
The right side of the screen comprises options to change the following items:
Question: Configure the option for the question.
Select Color: Allows you to select custom colors for the question.
Mandatory: Selecting this checkbox makes it mandatory for the auditor to answer this question.
Deleted/Enabled: Toggling this button deletes or enables the question in form, respectively.
Response: Edit the name of the responses as desired.
Score: Apply a specific score for each response.
Select Color: Allows you to select custom colors for each response.
Image: The auditor will be required to add an image to the question.
Comment: The auditor will be required to add a comment to the question.
Auto Fail - This feature may be used when one or more critical questions are on a checklist. If one of those questions fails, it will auto-fail the entire report.
Default Choice - Select a response to appear as a default choice on the audit/inspection form.
Question Help - Allows you to add helpful information to a specific question.
Add/Edit Picture - Allows you to upload a picture to appear below/above a specific question.
Email Notification - Allows you to add an email address to send a notification each time the form is utilized.
Action Plan -Enable an action plan to be required each time a specific response is selected.
The following is a sample checklist with a Picture and Question Help enabled for a specific question.
You can make the following fields mandatory for all the questions on the checklist, but you will need to do it individually for each question.
Comment Mandatory
Image Mandatory
Action Plans
Note: To make the fields mandatory for all the questions on the checklist, contact the support team at [email protected].
Video: How to use Form Builder
From a mobile device, click on Import Settings to re-import the latest changes made in the Admin Portal.