Through the checklist module, it is possible to digitally process simple question-answer lists and have them signed by attendees. This module is primarily used for multiple choice questions, where answers given are translated into a specific result expressed as a value. Some examples of checklists setup in this module are: HACCP lists, customer satisfaction surveys and visit reports. Please feel free to contact us if there is any doubt whether the checklist functionality is right for you.

To start a checklist, first determine on which level within the application the specific checklist is run. In most cases checklists are linked at object level, but sometimes a checklist is run at client of even unit level. For this tutorial, let's assume a checklist is run at client level.


  1. From the home page, tap Clients and select the customer where the checklist needs to be run
  2. Below the general information, in the Actions section select the name of the checklist. In case multiple checklists are linked to the customer, tap Start Checklist. A dropdown appears displaying the different checklists. Select the specific checklist that needs to be done.


Should a checklist be linked at object level, follow these steps:

  1. From the home page, tap My Objects and select the object where the checklist needs to be run
  2. Below the general information, in the Actions section select the name of the checklist. In case multiple checklists are linked to the customer, tap Start Checklist. A dropdown appears displaying the different checklists. Select the specific checklist that needs to be done.


In the situation where the checklist is linked at unit level, follow these steps:

  1. From the home page, tap Units and select the unit where the checklist needs to be run
  2. Below the general information, in the Actions section select the name of the checklist. In case multiple checklists are linked to the customer, tap Start Checklist. A dropdown appears displaying the different checklists. Select the specific checklist that needs to be done.