There are three types of Checklist Templates: General, Compliance Audit, and EMS. All three templates provide a comment field for each question, but they differ in the structure of the question and the types of answers.

• The General Template contains a simple text field for your question and a section header (you can divide questions into different sections within a checklist). Possible answers for each question are “Yes,” “No,” and “N/A.”
• The Compliance Audit Template is perhaps the most complex and was designed to accept imports from Listbuilder (Team Guide). Section headers, Item ID, Citation Code, Reference Details, and the text of the question are all fields used in the checklist. The Item ID appears to the left of each question on the checklist form, and the available answers are “Compliant,” “Noncompliant,” and “N/A.”
• The EMS Template is similar to the General Template except for the addition of an Item ID (typically the ISO 14001 element number) and the “Conform,” “Nonconform,” and “N/A” answers.

Checklist Templates can be added to the Checklist Templates grid via the “New General Template”, “New Compliance Audit Template”, and “New EMS Template” buttons.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Print icon:

The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.

Query Checklist Templates Grid Form

Description

The Query Checklist Templates Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, select a value from the dropdown list, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.

Definitions

1. Checklist Template Name: This field filters for the name of the Checklist Template.
2. Organization: This field filters for the name of the Organization where the Checklist Template information was originally inputted into EMSWeb.
3. Type: This field filters for the type of Checklist Template (Simple Checklist, Compliance Audit, or EMS Audit).
4. Media: This field filters for Media associated with the Checklist Template.
5. Created By: This field filters for the name of the User that created the Checklist Template.
6. Shared: This field filters for whether or not the Checklist Template was Shared (viewable by the parent Organization and any of its child Organizations) or was not Shared (only viewable by the Organization where the Checklist Template was generated). “Yes” indicates that it’s a Shared Checklist and “No” indicates that it’s not a Shared Checklist.