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How do I add a new question to a Checklist in the Admin Portal?

You can add questions from the ‘Question Set’ form or from the main 'Checklist Builder' page.

Adding a new question set to a Checklist

You can add questions from the ‘Question Set’ form or from the main 'Checklist Builder' page.

To add a question to a question set from the main checklist builder page:

  1. Right click a question set name or click the ‘Options’ button to the right of the question set name and select ‘Add question’ to open the ‘Add Question’ form.
  2. Give the question a name and set the properties.
  3. Click ‘Save’.
  4. You will return to the ‘Checklist Builder’ main page and you can proceed to add ‘Answer Types’.

The ‘Add Question’ form explained:

Name: The question text as you would like it to appear to Mobile App users.

Scored: Defines if the question is to be scored.

Allow photos/Photos mandatory: Defines if Mobile App users completing a checklist can and must add photos to the question.

Allow files/files mandatory: Defines if Mobile App users completing a checklist can and must add files to the question.

Repeatable: Defines if users completing a checklist will be able to answer this question multiple times.

AI Vision: Enables AI Vision for the question allowing Mobile App users to upload files and images for AI analysis to help answering questions.

Conditional: Defines if this question is conditional.

Description: Information added here appears to the Mobile App user under the question name. You can add text, images, links, etc.

Tooltip: Information added here will appear to a Mobile App user in a pop up if they tap an ‘Info’ icon next to the question name in the Mobile App. You can add text, images, links, etc.

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