Creating Start, Finish, and Closeout Checklists

*Admin User only*

Admin users have the ability to link different Checklists to Permit Types so that they are completed upon the start and/or finish of work. Additionally, if a final closeout step is also required to be completed once work has stopped, you can assign a closeout checklist to be completed and signed off by a main contractor user. 

Instructions

To Create a Start, Finish and Closeout Checklist

1. Log into HammerTech 
2. Select ADMINISTRATION
3. Select either Permit Start Checklist Type, Permit Finish Checklist Type or Permit Closeout Checklist Type, depending on the checklist type you want to create
4. Select the blue '+' button in the top right corner to add a checklist
5. Select the (Permit Start Checklist / Permit Finish Checklist / Permit Closeout Checklist)
6. Type the name for the checklist
7. Type a display name, if required. This will be the name that shows within the Permit type, whereas the Checklist Name is used to help organise and order your checklists within the system.
8. Select if you wish the checklist to be hidden from the main list
9. Select the blue 'Add Checklist Question' button

10. Configure the Checklist Questions

• Type the text to be displayed
• Select the question type from the drop-down menu (Heading; Text; YesNo; YesNoNa; File Upload; Date; FreeText; Image/Picture; Signature Only; Signature With Name)
• If you select 'Yes / No' or 'Yes / No / Na' then you will be required to select from the following options regarding when a signature or additional details are required.

• Once you have selected the options for the first question (If 'Yes/No' or 'Yes/No/Na' was selected) then you can copy the setting the next question by selecting the 'Copy Settings' button at the bottom of the completed question
• If you need to move a question around, use the drop down to the left of the question to select an index number - the question will move to that position and move everything else down. 

11. Once you have finished entering the questions select the yellow 'Create' button. Your checklist will now be created and you are able to add it to a Permit Type by navigating to Administration > Permit Types where you will see the below Checklists section - see the article on Configuring Permit Types for help.

Note: If you wish to hide a checklist, to stop it from being selected, go to the list of Checklist Types, select the relevant type and select Edit > Deactivate. The checklist type will now appear at the bottom of the list as inactive. In the same way, you can reactivate any deactivated checklist types.