Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Learn how to create a

...

Checklist to be filled out.

If you want to create a checklist Checklist to be filled out by users, you can use the survey Survey function to create one.

This article will explain how.

Step 1: Via

...

Assessment, create a new

...

Survey

...

 

Step 2: Deselect 'Display the Question number'

...

 

Step 3: For 'Question type', select 'Multiple choice'

...

 

Step 4: Fill in all the 'Choices' boxes as the content that you wish to appear on the

...

Checklist

...

 

End result:

- The 'surveySurvey' will then take on the appearance of a checklistChecklist, which users can fill out.

Image Removed

...

When can this feature be used? Why might you want to use this feature?

  • Creating a

    checklist

    Checklist can be useful anytime that you want to make sure someone has done something.

  • An example might be an

    onboarding checklist

    Onboarding Checklist (see example below) to make sure a new hire has filled out some necessary steps.

  • Another example is a

    compliance checklist

    Compliance Checklist (see second example below). This helps to ensure good practice within a company.

 

Example 1: OnboardingImage Removed

...

 

Example 2: 6 monthly compliance checklist

Image Removed

 

 Compliance Checklist

...