R3 - Build an Inspection Checklist Template (DRAFT)

Checklist Designers: This user guide is for those staff who will be building inspection checklist templates within UQSafe, to support workplace inspection programs for their organisation unit. 

1. Click the menu (waffle) icon on the global navigation bar
2. Navigate to the checklist designer via the Health and Safety tile
3. Open the Checklist Designer Module
4. Select 'Checklist Designer' to launch a new checklist template
5. Add the name, description and categories for your checklist

* The tiles you see depends on your role and permissions.

Checklist Designer Navigation

Icon	Description
	This returns you back to the Visual Designer menu. Be sure to save your checklist tempalte before clicking back.
	Save your checklist template. You should save your checklist regularly to avoid losing your work.
	Clone your checklist template. This is very useful if you’re building several similar checklist templates and want to use this one as a base.
	Delete your checklist template. You can only delete checklist templates that have not been used to conduct an inspection.
	Share your checklist template with other checklist designers.
	You need to resync if you’ve made changes to a checklist template that has previously been published.  Partial resync – just syncs changed fields and widgets Full resync – updates every affected field, widget and security rule
	Publish changes to your checklist template, when it is ready for people to use to conduct an inspection.
	Preview your checklist tempalte without having to publish it. We suggest previewing it for both desktop and mobile.
	You can export your checklist template to a file. This file can be imported into a different environment, for example from UAT to production.

1. Drag and drop Groups onto the Canvas
2. Rename your Groups to a meaningful name 

1. Drag and drop widgets from the left hand menu into the relevant group
2. Set the required properites from the right hand menu for each individual widget 

Information Widgets

Response Widgets (Questions)

Example: display additional questions, based on the response to a previous question

Steps for setting up Conditional logic

1. Create a sub-group (a group within a group) for the collective set of questions
2. Hide the sub-group by setting the Visible property to off
3. Click the Action icon (blue lightning bolt) on the response that the conditional logic will apply to
4. In the relevant Widget's Action Properties menu, ensure the @SHOW action is selected
5. Select the sub-group of questions that you want to show (make visible) when the response is selected
6. Save by clicking the tick icon

There are 2 types of checklists:

• Self-managed: the person completing the checklist / conducting the inspection adds actions
• Managed: the 'assigned to' person adds actions

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You can choose how your checklist looks, behaves and connects to other parts of RiskWare, such as tasks and the registers. The settings are over 3 tabs: properties, settings, and map.

Properties

Settings

These settings apply to the entire checklist. You can override default settings for individual questions in their widget

Map widgets to their data type in the registers 

Choose how you want the information to appear in your registers, when an inspection is conducted using your checklist tempalte. Map widgets to their data type in the registers.

You can only configure and map data before any inspections have been conducted using your checklist template. This ensures the information is mapped consistently.

Select an appropriate,

1. Icon for the Checklist Template
2. Theme and colour for the Checklist Template
3. Icon for each Group within the Checklist Tempalte