On the page Templates click Create.
Use information from the page “Creation of a checklist template with Pultum checklist maker” when starting to create a template.
Type questions in the column "Question" and choose a type of answer you need in the column "Type of response".
The correct response type to a question is also very important for the correct understanding and implementation of any task.
By default, the response type “Text” is offered when creating a new template. The list of response types appears in the window that opens after clicking on the check mark on the right in the response line when creating a template.
Text
“Text” is a response type that requests alphanumeric data in the response line. There are two possible text response formats. Using the format of a Short text answer allows to type a text no longer than one string. Using of a Multiline text answer implies the possibility to type a text several strings long.
Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Adding conditions to a question also allows you to request comments, photos/videos, locations, and assign tasks.
When forming the conditions of a question, you can use various types of equalities.
By default the response type “Text” is offered when creating a new template.
Number
“Number” is a response type that requests numerical data in the response line. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Adding conditions to a question also allows you to request comments, photos/videos, locations, and assign tasks.
When forming the conditions of a question, you can use various types of equalities.
Multiple choices responses
“Multiple choices responses” is an answer type where the Administrator creating the test template can select from existing answer lists or create their own lists of answer options.
Create your own lists of answers that suit your needs:
Modify existing ones by arranging answer options in the desired order, setting color differentiation. Assign score of each variant of response to increase inspection efficiency.
Lists of responses are saved, which allows you to reuse them while creating new templates. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
It is possible to add question conditions with the following equality/inequality options:
The answer options from the list are also active:
It is possible to add more than one condition, and also request different actions when different conditions are met.
Checkbox
“Checkbox” is a type of response that is useful when a “check” response is required or acceptable to indicate a choice. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Adding conditions to a question also allows you to request comments, photos/videos, locations, and assign tasks.
When forming the conditions of a question, you can use various types of equalities.
The response type “Checkbox” allows to assign score to the question, determining its significance and thereby increasing the efficiency of the inspection.
Person
“Person” is a type of response when the user is asked to select a name from the Users directory, which is generated when User data is entered into Pultum workspace. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Adding conditions to a question also allows you to request comments, photos/videos, locations, and assign tasks.
When forming the conditions of a question, you can use various types of equalities.
Slider
“Slider” is a response type that allows you to answer by selecting numeric values within a specified range. When this response type is selected, the template creator sets the scale response settings: minimum value, maximum value, and scale increment. By default, the minimum value is “0”, the maximum is “10”, and the scale step is “1”. Changing the range and scale step parameters is possible in the question format settings.
It is possible to add question conditions using the extended scale of equalities and inequalities:
Add several conditions:
When a condition is met/not met, you can request comments, formation of tasks, etc. if necessary.
Question settings allow you to assign score to the question and to make the question compulsory.
Minimum-maximum
“Minimum-Maximum” answer type is a slider option in which there is no scale step. When answering this question, a choice is offered between the minimum value, the norm and the maximum value. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Media
“Media” is a response type where the response field requests the upload of media files. Depending on the file type, it is possible to upload an image up to 10 MB in size and a PDF file up to 20 MB in size. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Date and time
“Date and Time” is a response type in which the response field requests date and/or time information. Depending on your needs, you can configure the response field to display only the date, only the time, or both the date and time. You can choose what you need by changing the format in the question settings.
Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Data about the start date and time of the inspection is saved automatically.
Location
“Location” is a response type in which the response field requests the address of the verification location or coordinates based on the location of the user's device. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Automatic filling of the field is possible if access to geolocation is configured in gadgets. During inspection, a User will see the following options for filling the answer field:
Signature
“Signature” is a type of response in which you can type text or put a signature. When checking, the User will see the following request for a response:
Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Adding conditions to a question also allows you to request comments, photos/videos, locations, and assign tasks.
Site
“Site” is a type of response in which the inspector is asked to select the required an object of inspection from the Inspection Objects directory which is called “Sites”. Sites can be buildings, structures, stores, retail outlets, workshops, their sections, branches, departments, etc. The directory (list) of Inspection Objects is created by the Administrator when filling out the Enterprise Profile.
Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Link to report
“Link” to report is a response type where the User is required to specify a report on a previously conducted check. During a check, the User will be offered a choice of checks previously conducted in the service as an answer to this question.
Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
Instruction
“Instruction” is a response type where the response field asks for file uploads. Depending on the file type, you can upload an image up to 10 MB or a PDF file up to 20 MB. Question settings allow you to make a response compulsory, request comments, photos/videos, locations, and set tasks.
