How can we help?
Create and edit checklists
- When logged in you can control parts of the content to be shown in the app and case handling system
- Only the system administrator has the right to do this
- The first screen you will see is “Status Quo”. This shows status for the company for essential parts of HSE- and QA reporting.
- This depends on your user rights in the system. If you have “less” rights you will only see a button for registering new reports or only the table overview of all reports
- On the left-hand side of the screen you will see the main menu – click on “HSEQ Editor”
- You will now enter the main screen for the editor that shows the overview of all quick reports and the checklists available for you. The menu also shows the controls for auto email and users
- To access your checklists in the app / database click on “Inspections and Revisions “I/R” -> “I/R Types”. You will then enter the screen showing an overview of checklists where you can control these. Via the action buttons you can make different changes to existing checklists or you can create a “New checklist type”, create the “frame” for a new checklist. Click on “New checklist type”.
- In your system, you can categorize the different checklist types. Click on I/A type Categories to effect changes in that structure. Note that all changes here will impact the whole setup, so make sure you know what you are doing and don’t do anything you are not absolutely certain of!
- You cannot change the default-checklists. These are controlled by MLF so that all members automatically get access to new / updated checklists and associated procedures
- Fill in the information needed for names and categories in the checklist itself. Note that the name in “Name” is the main name and does not impact anything else than the HSEQ Editor. In “Sort” you decide where the checklist will be shown. It can be smart to place chec lists that belong together in groups (for example from 100 to 105 for one type and 200 to 205 for another). Save when done.
- In the field for “Comments” you can enter instructions / routines / procedures about the checklist in question
- Click back to the checklist overview again, find the checklist you just made and click on “check point” to start building the list’s check points.
- Click on “New check point” to add this. If you know that the checklist will contain 12 check points, it may be smart to press 12 times on “New check point” to create all 12 in one go. Enter the information needed in relation to the number of languages you have in the app / database. Select the sequence of the check points in the relevant box. It may be smart to think structure according to what is logical for the end user here. Press “Save” when done (at the bottom). The check points are available in the app / database immediately after they are saved. Pressing the “minus-button” in the check point box will delete the check point. Du can also add “tool tips” for each check point in the field for “Comments”. This will then be shown on the respective check points as help text.
