Build an Inspection Checklist Template

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. 

Before you start

• Organise your checklist questions into topics (i.e. in an excel spreadsheet).
• Arrange your topics and questions in order to ensure good flow.
• Phrase your questions as 'statements' - UQ uses the following response types:
  • Conformance - meets requirements.
  • Partial Conformance - partially meets requirements.
  • Non Conformance - minimum requirements are not met.
  • Not Verified - no recent records or other form of verification available.
  • Not Applicable - not relevant to the organisational area/activities.

Consultation

• Consult with your local stakeholders to review the list of questions and topics BEFORE you commence building your checklist in UQSafe.

Checklist designer access

To request access and be assigned the 'Checklist Designer' security role in the UQSafe R3 UAT test environment, email the UQSafe System Administration team via uqsafe@uq.edu.au.

Information required:

• Organisational Unit?
• Approximate number of checklists to be developed?
• Titles of the checklist/s to be developed?
• Inspectors - Who will be completing the checklist/s?
• Analytics - Who requires access to the Register of completed checklists?

Create a new checklist, by cloning the TEMPLATE

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. Search for 'TEMPLATE' to find a base template to start with
5. Create a copy of the template via 'clone'
6. 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

Note: Information widgets require a 'friendly name' for them to appear in registers and analytics.

Response Widgets (Questions)

For consistency across our checklists, and to ensure the analytics work as designed, please use the default response types avaialble.

If you do require a beskpoke response type, you will need to request the SysAdmin team create it for you. Email: uqsafe@uq.edu.au

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

You can choose how your checklist looks, behaves and connects to other parts of UQSafe (RiskWare), such as tasks and 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 Template

1. Contact the UQSafe SysAdmin team to review and publish your checklist.
   • Email: uqsafe@uq.edu.au
   • Once reviewed, your template will be added to the 'Complete a Checklist' menu for testing
2. Conduct user testing to ensure your checklist is working as expected, and meets requirement.
   • Your checklist must be fully completed at least 5 times.
3. Review the registers, to ensure all fields are being populated with data.
4. Review the analytics, to verify that the scoring is calculating correctly. 

Only the HSW Division can publish new inspection templates in the UQSafe live (production) environment.

• Contact the UQSafe SysAdmin team to review and publish your checklist.
  • Email: uqsafe@uq.edu.au