Create & Manage Checklists

Overview

System admins can create and manage checklists for different roles within a campaign. Each checklist can contain specific questions tailored to the roles and checklist types defined by the campaign's needs.

Create Checklist

1. Click on Add New Checklist to begin creating a checklist.

1. Select Role and Checklist Type.

2. Click Create Checklist to proceed. In case of any information gaps, an error message appears.

1. Add a Checklist Name and then proceed to add questions. Click on Add New Question to start adding questions.

2. Select the Answer Type choice from the options in the dropdown menu. Click on Add New Option to add more choices. Each option can be edited, and up to 10 options can be added.

3. Add Comments or Linked Questions. For Multiple Choice and Dropdown types, you can enable the "Add Comment" option, allowing users to provide additional text when selecting certain answers.

4. Alternatively, you can create linked (nested) questions that will appear based on the user's answer. This can be nested up to 5 levels.

5. To delete a question or answer, click the delete icon next to it. Be sure to review all entries before proceeding.

1. Review Questions and Answers. Once all questions and answers are added, review them to ensure accuracy. Click on the Preview button in the top-right corner to see how the checklist will appear in the HCM Mobile App.

1. If everything is correct, click the Create Checklist button to finalise the checklist.

Manage Checklists

1. Save Checklists as Draft. If you navigate away or close the screen without creating the checklist, it will be saved as a draft (assuming a unique name was provided).

2. Activate or Inactivate Checklists. Use the "Active/Inactive" toggle on the Checklist home screen to control whether a checklist is available to users in the HCM mobile app.