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When is this helpful?

How to Create a Questionnaire/Checklist/Audit Form?

Start from Scratch

Related Articles

When is this helpful?

When you need to create a questionnaire using a blank template, customize answers and scores.

How to Create a Questionnaire/Checklist/Audit Form?

Step 1: Log in to the admin portal: on a Desktop. Select Get Started from the menu bar on the left-hand side

Start from Scratch

Step 2: Select Start From Scratch

Step 3: Choose the company you want the new checklist to go under and choose a name for the checklist

Step 4: Choose a title for the Section and a title for the Sub-Section

Step 5: Start creating your questions and choose the response type by dragging and dropping your choice from the left-hand side

Step 6: Customize your answers and scoring on the right-hand side

Step 7: Once completed, click Save

*Below is a screenshot of the end result of a configured checklist.

Step 8: To view the newly created Form/Checklist you must Import the Data into the app from a mobile device.

Related articles:

How to Create, Move, and Clone Questions

How to Create a Question

Choose, Customize, or Create Audit Template

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