How to create a new checklist in AMS (Admins Only)

This guide explains how to create checklists in AMS. Currently, checklists can be submitted against stations, which must be added manually. Over time, we plan to expand functionality to include checklists for users, departments, and other use cases.

Checklist functionality currently supports Yes/No answers along with comments. Over time, we plan to enhance this functionality by incorporating various response types, including:

• Multiple Choice Questions – Allowing users to select one or more options from a predefined list.
• Rating Scales – Enabling users to provide feedback on a scale, such as 1 to 5 stars.
• Likert Scales – Capturing user attitudes or opinions across a range of statements.
• Ranking Questions – Permitting users to order items based on preference or priority.
• File Uploads – Allowing users to attach relevant files directly within the checklist.
• Date Selection – Facilitating users to input specific dates pertinent to checklist items.
• Branching Logic – Creating dynamic checklists where subsequent questions adapt based on previous responses.

Learn how to create a checklist template, set its frequency, and add checklist items. This step-by-step video guide will help you build and manage checklists efficiently.

Navigating to the Checklist Option

1. Locate the Checklist option in the left-hand menu.
2. If you don’t see this option, contact your service administrator to request the necessary permissions.

Select"Manage Checklist"

1. Click on Manage Checklist to access and modify checklist settings.

Adding a New Template

1. In the top-right corner, select Add New Template.

Adding a New Template

1. In the top-right corner, select Add New Template.
2. In the popup window:
   • Enter a name for the template.
   • Select how often the template will be used. Available options are:
     • Daily
     • Weekly
     • Monthly
     • Quarterly
     • Yearly

Building Your Checklist

1. In the top-right corner, select Add Template Items.
2. Use this option to add and structure the checklist items for your new template.

Building Your Checklist

1. In the top-right corner, select Add Template Items.
2. In the popup window:
   • Choose the template name you want to build a checklist for.
   • Start adding your checklist questions.
   • Add as many questions as you like and click submit.

Accessing Your Checklist

• The checklist will now be available in the Checklist dropdown.