This article is a guide to get started with checklists. It takes you through the required steps to create a checklist.
Checklists make up the very core of Mobaro as they provide the data for the dashboards. This article takes you through the following three steps:
- Create a checklist
- Add content
- Add points
Step 1. Create a checklist
- Go to the Checklist tab and click + to create a new checklist.
- Choose a primary language for the checklist. The primary language is used, whenever you edit the checklist and as a fallback, in case no translation exists in the user’s language.
- Give the checklist a meaningful title and description. The title is presented to the user in the mobile app, where the description is only visible in the web app to give detailed information to administrative users.
You now have the option of:
- Adding secondary languages, in which your checklist should be presented. Secondary languages can be changed or added at any time. Learn more about translating a checklist here.
- Require Download. This requires the checklist and all its content to be completely downloaded before it can be started. This applies mostly to users on the go, as it will enable them to access large support documents etc. with limited or no internet connectivity.
- Allow attachments from device gallery allows users to upload photos from their gallery on all questions.
- Allow attachments from camera allows users to take new photos from their device's camera on all questions.
- Allow comments lets users to add in optional comments that can be visible on reports.
- Allow assignments lets users to generate new or additional assignments on questions, even if a question already triggered an assignment based on the user's response. (i.e., this can allow for assignments either when a question has not triggered an assignment or allows additional assignments on top of the triggered assignment if the question meets those conditions).
Additionally, you can categorize your checklist based on the Categories and Checklist Folders define in your organization's configuration.
Categories can be used to sort and filter different views on dashboards and results. Checklist Folders can be used to easily sort similar checklists into folders should the end user sort their checklist view by Folders.
Step 2. Add content
A checklist consists of pages and various elements. You can drag and drop these elements within a page or between pages if you need to make adjustments.
- Add a new page and give it a relevant title by clicking on the blank top box. The page title is shown at the top of the page when viewing the checklist in the mobile app. A checklist will always consist of at least one page.
- To add elements, click "Add new element" at the bottom of each page. This opens a new menu where you can choose which type of element you would like to add. These are the question types available:
Furthermore you can add text and images to your checklists.
You now have some optional settings:
- Making question categories. If you have the need, and have created at least one Question Category Hierarchy, you can attach a category to your questions. To learn more about Question Categories, look here.
- Allowing attachments from the camera roll or gallery. If enabled, this allows users to attach images from the camera roll or gallery of their device. If not, all attached images is required to be taken while performing the checklist.
- Adding a manual. If further information needs to be available for the user, a manual can be attached to the question. To attach a manual, click "Add Manual". Additionally, a page number can be set, to open the manual on a specific page. Note: the actual file containing the manual, will have to be uploaded to the library beforehand. Click here, to see how to use the library.
- Use logic if you would like certain pages/questions/elements to be shown/skipped only in certain situations. Read this article, if you would like to know more about how logic works.
- Set up triggers if you want a specific answer to create a new assignment. Check this article to learn how to use triggers.
Step 3. Scoring your answers
When you add single choice or multiple choice questions you are able to add points to each of the answers that you define.
Note: When a checklist is submitted, the system will generate a report with a score. This score is calculated based on how many points the user has actually "collected" compared to the maximum amount of points it is possible to collect. E.g. a user answers "OK" to 9 out of 10 questions and "NOT OK" to the last one. Therefore, the user has collected 9 out of 10 possible points giving the report a total score of 90%.
- Add points to all answers that should influence the score of a report. Remember that 0 acts as adding points as well.
- You should NOT add points (= leaving the field empty) to the answers that should not influence the score. That is any questions where you want to collect the answer without influencing the score. An example is, if you at the end of a checklist want to ask the user if he/she has further comments. The answering options would be "Yes" or "No" and the point field is left empty.
Tip: Add a "N/A" (not applicable) answer possibility to the question and leave the point field empty. This is useful in the case of the user not being able to answer either OK (1p) or NOT OK (0p). If the user answers N/A, this question will not be included when the system calculates the score.
How many points should you add?
- To equally important questions, you should assign the same amount of points to the positive answer (e.g. OK = 1p) of every question and the same amount to the negative answer (e.g. NOT OK = 0p). This way they weigh equally in the report.
- If you want to weigh questions, you can add different scores to the positive answers. If certain questions that are more important than others, you can assign them 5 or 10 points, and 1 point to the others. But think wisely before getting into this!
- If you want your user to rate something e.g. on a scale from very good to very bad, you can assign different points to each question, as seen on the picture below.
Step 4. Repeat
Continue to add as many pages as you would like and populate them with questions and elements.
When you are done, it is time to decide which locations and users the checklist is relevant for. We use Schedules to define this. Continue to this article to see how to create a schedule.
Tip: If you need to edit an existing checklist instead of starting from scratch, all you need to do is highlight the checklist in question and then click the edit button that appears at top of the list.