Pre-Task Plan Review Checklist

You have the ability to add a review checklist to your PTP. This will enable you to ask questions, capture information, request signatures, request pictures and much more. Once implemented, this will all be required as part of the review process.

To create a Checklist, follow these steps...

1. Go to Administration
2. Select Pre-Task Plan Review Checklist
3. Give your checklist a Name and, if required, a different Display Name

Now you can configure your checklist questions.

1. Select Add Checklist Question
2. Select the Question Type via the drop down menu
3. Configure and set up that particular question type as desired
4. Click Save Changes

NOTE: Every different Question Type will have different configuration options associated with them. These will display directly below the question type after it is selected. Take your time to read through these and select the appropriate options.