Checklists¶

Checklists define the inspection criteria used during Site Visits. Multiple checklist templates can be created for different visit types.

Managing checklists¶

Go to Master Data → Checklists.

Creating a checklist¶

1. Click + New checklist.
2. Enter a name (e.g. Monthly Forecourt Inspection).
3. Add checklist items:
4. Category — groups related items (e.g. Safety, Equipment, Housekeeping)
5. Item text — the inspection criterion
6. Required — if checked, the item cannot be skipped
7. Click Save.

Adding / removing items¶

Checklists can be edited at any time. Changes apply to new site visits only — existing visits retain the checklist version that was active when the visit was created.