Configure Checklist

Overview

The Checklist feature allows administrators to create and manage role-based checklists for campaign activities.

Checklists help field users complete required tasks, validations, and verifications during campaign execution.

Each checklist is mapped to:

• A specific campaign

• A user role (e.g., Distributor, Supervisor, Warehouse Manager)

• A checklist type

This ensures that users only see relevant checklists in the mobile application.

Steps

Step 1: Access the Checklist Screen

• From the Campaign Home Page, click on the Configure button for the applicable role. The checklist listing screen will display all available checklists mapped to different roles and checklist types.

On this screen, you can filter the checklist search view by:

• Checklist role

• Checklist type

Step 2: Create a New Checklist

• On the Create Checklist screen, you can create a new checklist for a selected campaign, role, and checklist type

• Enter the required checklist details (e.g., name, description).

Step 3: Add Checklist Questions

• Click Add Question.

• Define the question text.

• Select the response type (e.g., Yes/No, text, multiple choice).

• Configure additional properties if required (e.g., mandatory field).

Repeat this process to add all required questions.

Step 4: Preview the Checklist

• Click on the Preview Checklist button to review how the checklist will appear in the mobile application.

• Verify that:

  • Questions are displayed correctly

  • Response types function as expected

  • The checklist aligns with campaign requirements

Make edits if necessary.

Step 5: Save the Checklist

• Click Confirm Configuration to finalise the checklist.

A confirmation screen will indicate that the checklist has been successfully created and saved.

The checklist will now be available to the mapped role in the mobile application during campaign execution.