All CollectionsPlan and complete inspectionsBuild and maintain ChecklistsBuild and maintain ChecklistsCreate, edit, translate and organize Checklists and plan the evidence they capture.By Logan1 author·17 articlesChecklists overviewLearn how Checklists connect questions, logic, Schedules and Results, with links to building, scheduling and reviewing work.Create a ChecklistCreate a Checklist in the Backend: set its options, add pages and questions, score answers, add triggers and logic, then schedule it.Configure Checklist settingsWhat each Checklist setting controls — languages, offline download, question defaults, Categories and Folders — and how to change them later.Use Checklist permission foldersGroup Checklists into permission folders and give Administrators, Editors and Translators rights on just those Checklists. Create, move and delete folders.Edit and maintain your ChecklistsEdit Checklists, understand saved revisions and Undo all changes, keep a PDF backup, and retire or delete a Checklist.Duplicate a ChecklistCopy Checklists with Create Copy, in your organization or another, rename and remap them, and see what a cross-organization copy leaves out.Translate a ChecklistAdd secondary languages to a Checklist, translate it in the translation tool, change its primary language, and control which language staff see.Use one Checklist across multiple LocationsSchedule one Checklist across Locations, then compare Results by Location and over time using Dashboards, the Results list and Reports.Plan photo evidence for inspectionsChoose when photos are required, guide what staff capture and plan how supervisors will review the evidence.Pilot a Checklist at one Location before rolloutTest a new Checklist with a limited Schedule, review its behavior and plan the changeover to operational use.Standardize evidence options across several ChecklistsApply consistent photo, comment and Assignment options to a selected set of Checklists and their existing questions.Import a Checklist from a photo or PDF with AIUpload an existing checklist document, generate a draft Checklist and review its content and settings before making it available to your team.Set up multilingual Checklists and reference materialCoordinate Checklist translations, mobile app language, RideOps behavior and Library manual versions for teams working in several languages.Consolidate several Checklists into oneBuild one replacement Checklist from several existing forms, review its automation and switch scheduled work at the right time.Prepare a printable Checklist reference packExport blank Checklist structures with the logic and triggers needed for a procedure review.Set up a guest feedback stationTurn a short Checklist into a repeatable tablet survey, test the reset behavior and choose the right way to report ratings.Record attendance at a team briefingBuild a briefing Checklist with named attendees and supporting notes, without treating one submission as individual Certification.
