You may want to add a new checklist to your current site or create a checklist that multiple sites can use. The article below will show you, step by step how to do this within RiskProof.
Please note, it is usually Administrators that have permission to create checklists. This will depend on your user permissions.
Sign in to RiskProof.
Click the Monitoring module in the left-hand navigation.
Click the Manage checklists tab.
Once on the Manage Checklists page click the + Create Checklist button on the right-hand side. This will bring up the Create Checklist page.
You will then need to fill in the appropriate fields.
Please note once the frequency is selected, this cannot be amended.
When you are building your checklist you have the option to Create new section or Add existing section. Both options work the same. You can create your own questions or copy them from a previous checklist.
Choosing to Create new section means you are creating a new section that has not been used on a previous checklist.
Choosing to Add existing section means you can add a section used from an alternative checklist to the new one you are creating.
Underneath Question label there are two boxes labelled Requirement and Help text. Requirement has a tick box that allows you to make the question mandatory or not mandatory. If a question is ticked as mandatory, the checklist cannot be closed until all mandatory questions have been answered. The help text box supports the question and gives further instructions if needed.
TIP: You may choose to make a question not mandatory if you are going to be assigning a checklist to several locations and the question may not be applicable to a particular location.
For more information about answer types, please read our What are the different answer types when creating a checklist? article.
And for more information about saving, assigning, and scheduling a checklist, please read the How do I assign a checklist to a location? article.
Make sure you save the checklist if you are planning to assign it to a location later. Otherwise all data will be lost.