The basics of creating a checklist

Composing your checklist

Before you start it is good to have an understanding about how Easy to Inspect works and how checklists are composed.

A checklist is built up out of multiple segments:

Pre-set date field. The date field is always included in a checklist. You don’t have to put it in.
General Questions. These are questions that provide information about the inspection. These general question fields will not be included in your analyses.
General Questions made of filters. Filters are used to create questions of which the answers are pre-set by the administrator. The user can only choose from a scroll down menu and select his/her choice. For instance a project number, a site, a customer, an activity. The filters are used to create more detailed analyses.
Inspection Questions. Inspection questions contain the actual inspection points. You can sort the questions per section. The inspection question itself is built up with the actual question / inspection point and an explanatory text field. In this explanatory text field a guidance can be included.
Cause codes. If a question is answered negatively, a pop up screen will appear in the App. This pop up screen has to be filled in with the cause. This cause can be chosen from a drop down menu.

Other useful functions in the App, like entering comments per question or add photos have no impact on creating a checklist.

Creating a checklist in Easy to Inspect is easy. Just follow these steps and you are on your way!

If you would create a new checklist you might want to work on an existing checklist. For this reason you can copy and modify an existing checklist, and publish it as a new checklist. You can either choose a standard Easy to Inspect checklist or a checklist that was generated by yourself or a colleague.

Step 1: create or copy a checklist

Step 2: assign the standard causes to be used in your checklist

Step 3: assign the filters you would like to use in your checklist

Step 4: create general questions

Step 5: create inspection questions

Step 6: preview your checklist and check it before publishing

When you create your questions you have to ensure that the answer to a question should always be positive (yes or OK). This is important because the analysis is calculating the percentage of negative answers compared to positive answers.

When you create your inspection questions in step 5, you can also create sections. Sections are categories of questions; for instance during a hygiene inspection you could create a section ‘personal hygiene’ and ‘workplace hygiene’ in order to cluster you inspection points in a logical way.

Download our handy help guide for a detailed step by step introduction!