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How do I make a Checklist available to Mobile App users to start audits and inspections?

For a checklist to be available to Mobile App users conducting audits and inspections it must be published and the Mobile App users access must match the sites and users or user groups the checklist is associated with.

Making a Checklist available to Mobile App users

For checklists to be available to Mobile App users conducting audits and inspections it must be published and the Mobile App users access must match the sites and users or user groups the checklist is associated with.

To make a checklist available to Mobile App users:

  1. The checklist has to be available at sites or site groups that match the Mobile App users access to sites in the Mobile App.
  2. The Mobile App user has to be selected or belong to a user group selected in the checklist details form.
  3. The checklist has to be ‘Published’.

Notes

  1. If you edit a checklist it needs to be published again for the new version to become available to Mobile App users.

Learn this next... 

How do I archive or delete a Checklist in the Admin Portal?