Admin

Create Checklists

💁🏻‍♂️ To use the Hada service, the first step is to register a ‘Checklist.’

Replace traditional paper-based facility checklists with customized digital checklists.

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1. Click ‘Register a Checklist’

Click the ‘Register a Checklist’ button in the center of the page.

💡 You can click the Checklist tab, which is the third option in the left menu, and then click the '+ Register' button to start registering a checklist.

✔️ If you Click the ‘+Register’ button, a ‘register a checklist’ page will appear.

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2. Enter the Checklist Name

Enter a name for the checklist, with a maximum length of 50 characters.

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3. Add Instructions (Optional)

Click the 'V' arrow on the right to expand the task instructions, which allows up to 500 characters.

💡 Once the instructions are entered, assignees will see them during performing facility tasks.

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4. Basic Settings

Allow uploading photos from the gallery during performing tasks and bringing recently submitted content when performing tasks.

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5. Set Task cycle

First, set the cycle for assigning tasks to be performed using this checklist.

✔️ You can select as Anytime/ Daily/ Weekly/Monthly.After setting the Task cycle, select the number of times the task should be performed or the time to be performed on assigned days.

💡 For detailed Task cycles, refer to ⏲️ Using Task cycles

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6. Add Checklist Items

Enter the checklist details to register checklist items.

✔️ You can change the type of checklist items and set whether a must answer is required for each item.

💡 For detailed descriptions, refer to 📋 Checklist Item Types .

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✔️ You can enable the photo attachment feature for each checklist item.

💡 For detailed information, refer to 📷 Setting Photo Attachments.

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✔️If you click the 'Copy' button at the bottom right, you can duplicate checklist items. By clicking the 'Trash' button, you can delete a specific checklist item.

✔️ If you register two or more items, you can change the order of the checklist items by dragging the 'Reorder' button at the top.

✔️You can add checklist items by clicking the 'Add Items' button at the bottom or the '+' button that appears when you select a checklist item.

✔️ Click the 'Add Section' button next to the '+' button to add a section at the bottom.

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7. Checklist Registration is completed!

Click the ‘Register’ button at the top-right to finalize the checklist.

💡 The registered checklist can be selected when registering a facility.

💡 Click the ‘Load Existing Checklist’ button at the top to select a checklist and quickly create a new one by importing its content.

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8. Register Additional Checklists

Click the ‘+ Register’ button at the top-right of the Checklist page to register another checklist.

💡 Use different types of checklists to the needs of each facility.

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If you encounter any difficulties while registering a checklist, click the ‘Contact Us’ button at the bottom-right of the page to request assistance from the HADA support team!

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If you have specific inquiries, contact us at hada@shoplworks.com