How checklists are used
Checklists are not elements, but are lists of items that are attached to elements, and they form a series of checkboxes in a list. This enables you to choose as many of the items as you wish, and the list has all the possible options. They are used to record all the detail that could be observed for the element they are attached to. Checklists are used while in the process of building a template, and as you will see, you first add an element to a template, and then you attach a checklist to the element.
Checklists can have several behaviors and these are selected when you use them in a template and not when you create the list of items. Their behavior includes checkboxes, numeric values ( e.g. how many computers), ratings ( e.g. are the computers new, broken, functional, outof- date), and counters (every time you tap an item in the checklist its numeric value increases by 1).
Figure 1 Checkbox behaviour
Figure 2 Checkbox behaviour on an iPad
Figure 3 Checklist number behaviour
Figure 4 Checklist counter behaviour
The various checklist behaviors illustrated here are as they appear on the web, and each handheld device will have a unique way of displaying them. Below is a checklist behaving as checkboxes on an iPad (Fig 1.5):
Figure 5 Checklist Value List behaviour
In reports, the checklists are represented by bar graphs with a legend (Fig 6):
Figure 6 A checklist report
Creating a checklist
The first step in creating a checklist is to select the Checklist button from the Build Menu (Fig 7):
Figure 7 The Build Menu
This will open the checklist edit window (Fig. 1.8) which has icons for editing existing checklists, for sharing them and for providing information about each checklist (Fig 1.9). To delete one or more checklists you select the checkbox on the far left and then click on the Delete button.
Figure 8 The edit checklist menu
Figure 9 Checklist Information
To create a new checklist select New (Fig. 8). This presents you with a window with which you an copy an existing checklist and then edit the structure, or name the new checklist and add new content (Fig. 10).
Figure 10 Checklist creation window
When done, you can select Save & Done, but you also have the option to first Save and then Share the checklist with others. (For information on sharing a checklist, refer to the chapter on Sharing)
Figure 11 Saving a checklist