How to create a checklist template

1. Click on Checklist Templates > Manage Checklists:

2. Click “+New checklist template” in the top right corner

3. Give the checklist a name, and select what the checklist should be submitted to. Here you can also choose whether a copy of the submitted checklist should be placed in the document archive (to the object the checklist is submitted to) upon submission.
In this case, you choose which main folder the completed checklist should end up in, and give the subfolder for checklist templates the desired name:

• Checklists : allows you to fill out and submit checklists on all objects via the checklist module.
• Operation and Maintenance : allows you to attach checklists to work orders/routines.
• Rental : the checklist will be available in the rental module, under Settings > Forms. Used if you are going to create a checklist for e.g. check-in and check-out, and/or condition assessment of a rental property

4. Click on “Add new question”. This will open a field where you can customize the question and answer options as you wish. Here you can write the question in free text, and select different answer options by clicking on “Add answer”:

• Drop-down menu: here you add a description of the answer (multiple options are separated by a semicolon), and add answer options. You can also choose to check whether the user should be able to select multiple options, and whether the question should be mandatory or not.
• Radio buttons: here you add a description of the answer (multiple options are separated by semicolons), and add answer options. You can also choose to check whether the question should be mandatory or not.
• Text line: allows the user to write a line of free text.
• Text paragraph: allows the user to write a paragraph in free text.
• Condition level: allows the user to set the condition level – B (not answered), 0, 1, 2 or 3. This answer option must be used if you want the option of automatically creating a work order in the event of a deviation (when the checklist is delivered with TG2 and/or TG3). Read more about creating work orders from checklists here . If you want this automatic feature, you must also choose which action type should be set on the work order(s) that are created when the checklist is delivered ( read more about action types here ).

• Condition level from IK-Bygg: allows the user to set the condition level for the selected question from IK-Bygg – B (not answered), 0, 1, 2 or 3. The difference between this and the regular condition level is that here you choose which user role the answer should be registered under (manager, owner, user or contractor), and that you also link the question to an internal control question. When the checklist is submitted, IK-Bygg will also be updated.
  This answer option must be used if you want the option to automatically create work orders in the event of deviations (when the checklist is delivered with TG2 and/or TG3). Read more about creating work orders from checklists here .
  If you want this automation, you must also choose which action type should be placed on the work order(s) that are created when the checklist is delivered ( read more about action types here ).
• Number: allows user to respond by entering a number.
• Date: allows user to respond by setting a date in the calendar.
• Attachments: allows the user to upload attachments. This brings up a drop-down menu that shows an overview of the folders in the document archive, so that the attachment can be uploaded there.
• It is possible to add sub-questions, and this is done by clicking on “Add new sub-question”.
• Remember to click the Save button on each question. To see how the result will look, you can use the “Preview” button at the bottom. You can also easily change the order of the questions by clicking and dragging the symbol to the left of the question.

Remember to click the Save button when you're done. You can then find the checklist under Checklist Templates > Manage Checklists in the left-hand menu.
To disable a question: check the box next to “Disable question” and click Save. The question will then be grayed out. To re-enable it, uncheck the box again and click Save.

Create a routine with a checklist template

Once a checklist template is created, you can create a routine with it to set a deadline, interval, and assign to the right person(s) - directly from the checklist module! This is done from the checklist template overview page or while in edit mode on a checklist template.
Note: The checklist template must be available in the Operation and Maintenance module to have this option.
Admin and manager have access to this.

When you click on “Create routine”, you will see a modal where you must select the object type the routine should be created for (property, building, etc.), as well as which of their categories the routine should fall into (in Brannbok or Routines):

When you then go to edit the routine, it will be clear that it was created via the Checklist Template function:

How to deactivate/delete a checklist template

Please note that it is only possible to deactivate checklists that have been submitted, not to delete them completely. This is to preserve the history.

Go to Checklist Module > Checklist Templates > Manage Checklists.
To delete/deactivate a checklist, click either on the three dots to the right of the desired checklist, or, if you are editing a checklist, on “Deactivate checklist template” at the top of the page.

Deactivated checklists will still be found in the overview, but there will be “(Deactivated)” in front of the checklist name.
To activate a deactivated checklist, click the three dots to the right of the desired question > Activate.