Checklist User Guide

Introduction

The Checklist module allows a number of questionnaires to be designed for any purpose.  The questionnaire can include a range of answer types and can also include scoring.

Each Checklist is comprised of the following:

• Sections, and within each Section,
  
  
• Questions.

Each Question is made up of the following:

• Text
  
  
• Guidance (optional)
  
  
• Answer template
  
  
• Score template (optional)

Create a new Checklist

Each Checklist must be created within the Admin area before questions can be added.

To create a new Checklist:

• Click the admin pencil  at to the top of the Checklist module (Admin permission required)
  
  
• Type the name of the new Checklist in the Name field.
  
  
• If you wish the Checklist to only be visible to Admins while you are developing the questions, un-tick the Active checkbox.
  
  
• Click Save.
• Click the red in the top right to close the Admin screen.

The newly created Checklist will now appear in your Checklist module. 

You can also edit the title of an existing Checklist from the Admin panel.

Set Up Sections and Questions

For each Checklist there are 3 menu items in the left hand menu.  Click the Manage menu for the Checklist you wish to add questions.

Note that only Admins can access the Manage menu for any Checklist.

Within the Manage menu, you can do the following:

• Click Add Section to create a section in your Checklist.  Sections are used to group Questions.
  
  
• Click Add Question to create a question in your Section.
  
  

	Click the pencil icon to edit an existing Section or Question
	Click and drag the arrow icon to re-arrange the order of Questions and Sections.

Each time you add or edit a Question, you will see the Edit Question screen, where you can:

• Enter the Question text
  
  
• Enter Guidance text (optional – include by checking the box)
  
  
• Select an Answer template from the list
  
  
• Select a Scoring template from the list (optional - include by checking the box)

Answer Templates

For each Question there is an Answer Template and an optional Score Template.  These are both configured from the Admin panel.

An Answer Template must be included in each Question, however you can create a blank Answer Template if you only require scoring.  The Scoring Template is optional.

If there is no Scoring Template selected for a Question, there will be no score allocated to that Question.

Answer Templates are configured from the Admin section on the Answer Template tab:

To add a new Answer Template:

• Type the Name of the template
  
  
• Select multiple Answer Types (click Add after each entry).  An entry will appear in the list below the Answer Type corresponding to those selected. 
  This allows flexibility as to how a question will be answered.
  
  
• Click Save.

The options for Answer Type are as follows:

If you wish to configure Scoring only (no text box or similar), create a Blank Answer Template and don’t specify any Answer Types.

Scoring Templates

A Scoring Template can be included in each Question (the Scoring Template is optional).

Scoring Templates are configured from the Admin section on the Scoring Template tab:

To add a new Scoring Template:

• Type the Name of the template
  
  
• Select the Sore Type from the list: List, Yes/No or Yes/No/NA.
  
  
• Where using a list, select which scores and labels you wish to have included in the list and whether NA is to be included.
  
  
• Click Save.

The options for Score Type are as follows:

Set Up Email

Reports can be forwarded to the client via email once completed.

The email address needs to be first added to the Location at the time the Location is set up via the Tools Menu:

The content of the email that is sent is configured from the Admin Section via the Email Configuration tab:

To email the completed report to the client click on the tab in the top section of the report.

New Report Option

For monthly style reports, it is possible to configure the module to copy the data from the most recently entered report for a given Location into the current report. 
This is useful for reports that do not change frequently.

This setting can be enabled via the Admin panel.