Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.ezyid.io/llms.txt

Use this file to discover all available pages before exploring further.

​
Checklists

The Checklist system allows you to create a set of instructions for your users to follow and complete. The checklist is a controlled document owned and version controlled by your organisation. You can import global checklist and adopt into your document list. In future version, users can also adopt checklists as “My Checklist”
  1. Log in to EZYiD asset management platform
  2. Select “Checklist” from the menu on the LHS and then click on the “New Checklist” button
  3. On the “Create Checklist” page, you have the option to create a new checklist from a Blank checklist or select an existing checklist from list and import into your organisation. Refer to “Choose a checklist from public library and customise it”
  4. Click on the “New Checklist” link
  5. Enter the name of the Checklist in the title text box
  6. Enter the description of the checklist
  7. Add a category to help find or group the checklist, if the category does not exist, you can create a new custom category.
  8. Click on “Create”

​
Checklist form editor

In the Checklist template/form editor, you can add one or more categories to be able to differentiate between thorough examination templates, interim/ prestart, maintenance and job safety questionnaire. To capture data from the field activity, you can build a set of questions to capture qualitative and quantitative data. To streamline the user experience, you may want to group your questions into sections if necessary. There is virtually no limit to what you can create with the Checklist Editor.
  1. By default, a section and a question is created
  2. Click on the label “Enter the section title” and update the Section header
  3. Click on the label “Enter the question” and update the question
  4. All questions are created with a default attribute of Short text
  5. Click on “Section” on the RHS to create a new section
  6. Click on “Table” on the RHS to create a section with rows and columns
  7. Click on “Question” to start adding questions to your checklist
  8. Click on “Change Response type” to change the response attributes. Refer to “Adding logic to your response attributes” for a detailed description of all response types.
  9. To create your own multiple choice responses, refer to the “Creating your own multiple choice responses” section.
  10. To set minimum requirements for positive/pass multiple choice responses, refer to “Creating minimum requirement expressions for multi-choice responses”
  11. Repeat until all questions are entered, click on “Preview” to review the checklist.
  12. If satisfied, you can save and publish the checklist.
  13. You can save the checklist and publish as a private or public checklist.
  14. A private checklist is available to all users in your organisation
  15. A public checklist is available for all subscribers to import and adopt into their organisation.
  16. Saved checklist will not be visible until published.

​
Maintaining your checklist

  1. Click on the section and click on Clone to copy the section
  2. Click on Table to add a table section
  3. Click on the question and click on Clone to copy the question
  4. To copy a checklist, hover over the checklist and click on Clone to copy the checklist.
  5. iconTo download a checklist, hover over the checklist and click on “Download PDF”
  6. You can now print the checklist, should you wish to do an offline inspection using the checklist.

​
Adding logic to your response attributes

AttributeAttribute typeParameter (UoM)Conditions
Short text60 charactersThe only condition that you can set for a short response is whether the response is “Mandatory” or not.
Long text500 charactersThe only condition that you can set for a long response is whether the response is “Mandatory” or not.
CheckboxCheckbox – to accept or reject the questionThis field accepts true or false inputs in the form of a checkbox. Either checked or unchecked.
NumberSelect Number for quantitative numerical responses. Number can be integer and decimal.The UoM parameter is currently a global setting. Current UoM include: - Temperature - Length - Weight - Time - PressureCondition or actions on your response. You can capture either positive responses or negative responses that either pass or fail the checklist form. Negative Responses Negative responses can either be a single number or a range. F**ail if response = “Number” Click on the Sole Value checkbox to enter the single fail response. To set a range of failed responses: Select the Rule checkbox Select the range condition “more than, less than or between” Enter a number or low and high numbers for the between rule. Fail if response >= “number” Fail if response <= “number” Fail if response is between “number1” and “number2” Positive Responses A positive response can be a range between two numbers. Enter the low and high number to set the range of pass responses for the checklist Pass if response is between “number1” and “number2” Minimum Requirements A minimum set of positive responses that need to be met. Similar to the multi-choice, you can set the minimum responses that need to be met to pass the question. All possible responses Response1, Response2, Response3, Response4, Response5, Response6 Pass responses are Response2 and Response3 If the user responses are Response1, Response2, Response3, Response4, Response5 then the minimum requirement to pass the question has been met. On the other hand, if the responses are Response1, Response2, Response4, Response5, Response6 the question will fail as the minimum requirement of response 2 and response3 are not met.
Date and TimeDate & Time – to enter the date and timeThe only condition that you can set for a date and time response is whether the response is “Mandatory” or not.
SliderSlider – This field accepts numeric inputs within a specified range.A slider response is no different to a Number response. Refer to the Number response conditions above. To set the range of the Slider bar, Click on the Range checkbox and set the min, max and increments for the slider.
LocationLocation – to capture the GPS lat/long where the checklist was completedSelect Mandatory or not. The response accepts location addresses or allows you to manually pin the location on a map.
InstructionInstruction – to add additional instruction to your questionIf there is no response required, select the instruction attribute to outline text instructions for users conducting inspections.
TableTo add tabular data of rows and columnsNo condition or validation of data inputA Table is a new section of data columns with many rows. This section allows users to capture as-is data values prior to calibration and maintenance tasks.
Usage countTo add usage units of assetsUpdate NumberUsage count in the checklist, allows usage to update the run hours, odometer readings.
WitnessUser name in addition to the user associated with the inspection.Active users and contractors configured and licenced.The witness attribute allows inspectors associated with a group activity to register their names against an inspection/task.
  1. To add logic to the response attributes, you can click on the “Add logic” on the RHS menu
  2. You can add logic to multi-choice responses only.
  3. The logic that you can add is “if answer “is” or “is not” “Response A” or “Response B”
  4. Within the logic, you can add multiple question by click on the “Add question”

​
Status to your checklist sections

You now have the ability to track status of each section as they are completed. When completing a checklist, you can progressively monitor the outcome of any conditional logic in the section. The section header will display the pass or fail outcome depending on the conditional logic and responses to the questions in the section.

​
Creating a table section

  1. Click on Table to create a new section
  2. Enter the number of rows and columns and click on Generate
  3. Update the column headers

​
Creating your own Multiple choice responses

  1. The multi choice function allows you to create your own custom response.
  2. As the name suggests, you can select multiple responses to a question.
  3. To create a multiple choice response, click on “Change response type” and click on the multiple choice tab.
  4. Click on “+Add new multiple choice response”
  5. Enter your responses
  6. Mark a fail response if necessary
  7. Save and select the responses for your question
  8. Select the “Multiple Selection” checkbox to enable multiple choice selection.
  9. Click on “Failed Responses” to select the failed responses in the choices that the user must select to fail the inspection.
  10. Similar to the failed response conditions, you can also select the “Positive Responses” that the user must select to pass the inspection. You can select either one or more choices of positive choices that the user may select to pass the inspection.

​
Creating minimum requirement expressions for multi-choice responses

You can now create minimum positive/pass response requirements for multi-choice selections.
  1. After selecting your response types for your multichoice
  2. Check your Multiple Selection checkbox
  3. Check your “Positive responses” checkbox
  4. Check the “Minimum requirements” and the associated responses with the minimum requirements; and
  5. Click on Save.
A screenshot of a phone Description automatically generated with low confidence

​
Choose a checklist from public library and customize it

  1. Select a checklist in the “Create Checklist” page
  2. In the Preview page, Click on “Import & Edit”
  3. Follow the instruction of the “Checklist Form Editor” to modify and publish the checklist.
  4. Once published, the checklist is a controlled document in your organisation with complete version control and history.