Questions located on the Checklist Template are listed on the Questions grid. Questions can be added to the Checklist Template by clicking on the “New Question” button to access the Add Checklist Question Form. Questions can be edited by clicking on a specific question on the Questions grid to access the Edit Checklist Question Form.

The fields on the Add / Edit Checklist Question Form will vary depending on the Type of Checklist Template (General, Compliance Audit, or EMS) being used. 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.

The Section Header will be the same for all questions unless you want to group questions under different headings within the Checklist Template. Complete the fields on the Add / Edit Question Form and click on the “Save Question” button to save the question and return to the Questions grid. Repeat these steps to add more questions.

The Checklist Template will order questions based on their order in the Questions grid. To change the order in which questions are listed on the Questions grid, click on the “Reorder” button and drag/drop a row with its question to the desired location. If you have different Sections in this Checklist Template, ensure that questions are grouped by their correct Section Header. Click on the “Save Order” button to save the new order of questions and deactivate the reorder function.

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 Questions Grid Form

Description

The Query Questions Grid Form allows you to query/filter data in the grid by specific fields. Once you enter text into one or more fields, click on “Search”, and the grid will filter to reveal your queried data.

Definitions

1. Question Text: This field filters for specific question text that will appear on the Checklist.
2. Section Header: This field filters for the name of the Section on the Checklist where this question will be located.