Administrators
Start here if you are configuring the system, managing checklists, sites, users or looking for reports.
Log in & Passwords - Admin Portal
Dashboard - Admin Portal
Managing Completed Checklists - Admin Portal
- Completed Checklists - Overview
- How do I view Completed Checklists in the Admin Portal?
- How do I search, filter and sort Completed Checklists in the Admin Portal?
- How do I edit Completed Checklists in the Admin Portal?
- How do I add and edit Completed Checklist Answers in the Admin Portal?
- How do I add images and files to Completed Checklists in the Admin Portal?
- How do I add Actions to Completed Checklists in the Admin Portal?
- How do I link a User to a Completed Checklist in the Admin Portal?
- How do I delete a Completed Checklist in the Admin Portal?
- Media Library - Overview
Managing Checklists - Admin Portal
- Checklists & Checklist Groups - Overview
- How do I view Checklists in the Admin Portal?
- How do I view records associated with a Checklist in the Admin Portal?
- How do I add a new Checklist in the Admin Portal?
- How do I add a new page to a Checklist in the Admin Portal?
- How do I add a new question set to a Checklist in the Admin Portal?
- How do I add a new question to a Checklist in the Admin Portal?
- How do I add new answer types and answer options to a Checklist in the Admin Portal?
- How do I add the same answer type (default answer type) to a whole Checklist page or question set in one go in the Admin Portal?
- How do I link sites, site groups, users, user groups and checklist groups to Checklists in the Admin Portal?
- How do I use identifiers in the Admin Portal?
- How do I use conditional questions, conditional answers and conditional mandatory answers in a Checklist in the Admin Portal?
- How do I add conditional elements to a Checklist in the Admin Portal?
- How do I add conditionally mandatory answer options to a Checklist in the Admin Portal?
- How do I preview, publish and duplicate Checklists in the Admin Portal?
- How do I make a Checklist available to Mobile App users to start audits and inspections?
- How do I archive or delete a Checklist in the Admin Portal?
- How do I add or edit a Checklist Group and link Checklists to it in the Admin Portal?
- Checklist Schedules – Overview
- How do I view Schedules in the Admin Portal?
- How do I add and edit Schedules in the Admin Portal?
- How do I delete a Schedule in the Admin Portal?
- Checklist Components - Overview
- How do I create reusable Checklist Components (pages, question sets, questions, answer types and answer options) in in the Admin Portal?
- Checklist Rules - Overview
- How do I create Checklist Rules in the Admin Portal?
- How do I create a Notification Email for Checklists in the Admin Portal?
- How can I automatically generate Actions for specific Checklist answers in the Admin Portal?
- Checklist Workflows - Overview
- How do I create a Checklist Workflow in the Admin Portal?
- How do I create different Statuses for Checklist Workflow Steps in the Admin Portal?
- Checklist Library – Overview
- AI Vision - Overview
- How do I add AI Vision to a Checklist in the Admin Portal?
- AI Insights - Overview
- How do I add AI Insights to a Checklist in the Admin Portal?
- How do I view AI Insights in the Admin Portal?
- How to Write Effective Prompts for AI Vision & AI Insights
Managing Actions - Admin Portal
- Actions - Overview
- How do I view Actions in the Admin Portal?
- How do I find Actions in the Admin Portal?
- How do I add Actions in the Admin Portal?
- How do I allow Mobile App users to add Actions during audits and inspections?
- How do I edit Actions in the Admin Portal?
- How do I add files and images to Actions in the Admin Portal?
- How do I add and edit Action Comments in the Admin Portal?
- How do I delete Actions and Action Comments in the Admin Portal?
- How do I add, edit or delete Action Types in the Admin Portal?
- How do I add, edit or delete Action Priorities in the Admin Portal?
- Action Workflows - Overview
- How do I create an Action Workflow in the Admin Portal?
- Action Rules - Overview
- How do I send automatic Action Notification emails?
- How do I automatically generate Actions for specific checklist answers?
- How do I create an Action form with custom fields (Action Checklist) in the Admin Portal?
Reports - Admin Portal
Administration - Admin Portal
- Administration - Overview
- Sites & Site Groups - Overview
- How do I view Sites in the Admin Portal?
- How do I add, edit and link Sites in the Admin Portal?
- How do I archive and delete Sites in the Admin Portal?
- How do I add and edit Site Groups in the Admin Portal?
- How do I delete Site Groups in the Admin Portal?
- Users & User Groups - Overview
- How do I view Users in the Admin Portal?
- How do I add Users in the Admin Portal?
- How do I edit Users in the Admin Portal?
- How do I view Checklists completed by a user and Actions a user is responsible for in the Admin Portal?
- How do I transfer responsibilities from one User to another?
- How do I add and edit User Groups in the Admin Portal?
- How do I allow User Group responsibility for Actions?
- Roles & Role Groups - Overview
- How do I give Users permissions (Roles) in the Admin Portal?
- How do I give users access to the Mobile App?
- How do I add and edit Role Groups in the Admin Portal?
- Settings - Overview
- Translations & using Certainty in other languages than English – Overview
- How do I change the language in the Admin Portal?
- How do I translate or edit a term in the user interface?
- How do I translate the user interface using Export/Import?
- How do I translate custom fields (action types, action priorities, workflow status)?
- How do I add a language so I can translate the user interface?
- How do I make sure users get checklist PDF reports in their preferred language?