Online Induction >> Online Induction Tutorials

How do I set up the check list

In the admin Dashboard area, click Set up/Manage Content

click Manage Induction Content

 

If you would like to have a check list in your induction, First choose which induction type you want to add a check list too.

Select Check List from the drop down list type  

Make sure you also give your step a name



Put the name of the step in the text box next to it and click Save! Update Content

 



 

Type the check list items name or title and click SAVE

 

Then if youd like to add a document against any of the check list items, click the file icon next to the specific check list item, select the file from the desired location and click save. The document will then be added to the check list item


The Checklist item will now display a link to view document when an document is attached to the check list item. 

Note your checklist can include a combination of text based checks and text with files. 


You can also copy full checklists into other steps and also enable a digital signature capture against the specific step by using the tools available underneath the save button



You can have up to 23 check list items in a single checklist.

If your checklist exceeds this we recommend splitting the content into a seperate step (ie another step which is also a checklist)


Users will not be able to tick off the checklist item if the file has not been opened for checklist items that have documents attached on the line.


Once file is opened and all checklist items have been addressed the continue button will become green and the user will be able to proceed to next steps. 





 
  • Create the induction types first
  • Enter in the steps you want per induction type
  • Upload or create content per step
  • Create notifications
  • Link to your portal from your website
  • Tell your users to register
 


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