End-users can easily indicate the status of machines, indicate the quality of materials, or confirm actions have been done by responding with either YES or NO.
Users will select the green check mark ✅ for YES
or the red cross mark ❌ for NO
After your checklist is created, your end-users will be able to submit checklists and team leads will be able to view the & analyze the submitted data:
Create Checklists
Platform Admins, Admins, or Editors can create Checklists in any Guide they can edit.
✍️You can also require an eSignature at the end of a checklist!
Open an existing Guide or start creating a new one
Click "+ New Checklist"
Enter a Title to describe the checklist and click SAVE
Click on the media icon next to the title to upload a cover image for your Checklist
Click "EDIT CHECKS" to create your Checklist
Click "+ NEW CHECK"
Under each check, write what should be checked. There should be only 1 element per check
Add an image by clicking the media icon next to the check to show the users what should they be looking for
Click on the "+" to create another check
Once you've added all of your checks, return to the Guide overview and PUBLISH your guide. Your checklist will now be visible to end-users.
👣 Follow the step-by-step instructions in SwipeGuide
✍️ To require an eSignature at the end of the checklist, continue to this article
Convert an Instruction into a Checklist
You can convert existing steps into checks by using the drag-and-drop feature within a guide to move steps to a checklist.
Open an existing Guide or start creating a new one
Click "+ New checklist"
Enter a Title to describe the checklist and click SAVE
Navigate to the instruction that contains the steps you want to convert into checks.
In the instruction overview, drag & drop each step into your newly created checklist
✨ Your Step is now converted into a Check!