🧭 Checklist Creation – Help Guide

Purpose

This guide helps you create a new checklist from scratch or using a template in Seyo. A checklist defines what will be inspected, how responses are collected, and how results are scored.

1. Access the Create Checklist Page

• Go to Checklists → + Create New

• Choose one of the following:

  • Start from Scratch – build your own checklist question by question

  • Use Template – pick a pre-made checklist from the Public Library

2. Add Basic Details

3. Add Sections and Questions

• Click “+ Add Section” to organize your checklist (optional).

• Within each section, click “+ Add Question”.

• Choose a Response Type for each question:

  • ✅ Yes / No

  • 🔢 Score / Rating (1–5)

  • 📝 Text / Comment

  • 📷 Image Capture

  • 📍 Location

  • 📄 Dropdown (Multiple options)

💡 Tip: You can add up to 200 questions per checklist.

4. Configure Scoring (Optional)

• Enable Scoring Mode to apply points for each question.

• Define Pass/Fail, Weighted Scoring, or Percentage-based scoring.

• Seyo automatically calculates the overall average score (0–100%) during inspections.

5. Review & Save

• Click Preview to verify layout and question flow.

• Use Edit to make adjustments.

• When ready, click Save.

6. Schedule or Share

After saving, you can:

• Schedule an inspection using this checklist.

• Share it with team members or other organizations (based on permissions).

• Duplicate or Archive old versions if needed.

🧩 Quick Tips

• Use consistent question phrasing for clarity.

• Keep section names short and meaningful.

• Use tags wisely — they help in search and reporting.

• Always test your checklist once before releasing it for actual inspections.

📘 Related Topics

• Scheduling an Inspection

• Editing an Existing Checklist

• Checklist Scoring System