Create Checklist Template | SiteBook Help Center

Table of contents Create Checklist Template

Create Checklist Template

How to create and update checklist templates

Updated over 7 months ago Table of contents

Step by Step Guide

To access the Checklist Templates, Select "Admin".

Select "Checklist Templates".

To Create a New Template, select "Add".

Enter a unique code in the "CheckList Code" field. The Code can include Letter and Numbers and should be unique for each Checklist.

Enter the Checklist Title in the "Title" field.

Select a CheckList Type from the drop down menu. The Checklist Types have pre-set settings configured.

Once the required fields have been entered, select "Save & Continue"

Select items from the list to configure the Checklist.

Enter the Worker Instructions in the "Worker Sign-Off Instructions" field if required.

Enter the Visitor Instruction in the "Visitor Sign-Off Instructions" field if required.

Select "Save".

Select "Pages" to enter the content of the Checklist.

Questions/Items can be catergorised by Pages. You can update the Page Name to reflect the questions being asked.

Add a Question to the Page by selecting the blue plus icon.

Enter the question into the "Question" field.

To edit the Question settings, select the pencil icon.

Make required changes to the Question settings and the select "Save".

To Copy the previous Question settings to a new Question, select the green copy icon.

For Advanced Checklist options (Activities and Custom Fields), please contact SiteBook Support.

To make the Checklist available, ensure the "Active" check box is ticked on the "Details" tab. Select "Save" after making any changes.

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