Checklists

Checklists is one of the most-used features in the app and is central to quality assurance in the field. Here field users fill out project-related checklists — safety rounds, receiving inspections, quality controls, and similar — directly from their phone.

Checklists are driven by templates that the system administrator has created in Template Manager. The templates define questions, answer types, and which project types they apply to.

📄 See also: Template Manager

Choose a project

To fill out a checklist, you must first choose the project the checklist will belong to.

1. Tap the Checklist tile in the Functions Overview
2. You see a project list with a search field at the top
3. Start typing the project name (minimum 2-3 characters) — the list filters in real time
4. Select the desired project from the list

The project list shows only projects you have access to, based on your permissions in Business Online.

Favourite projects

For projects you work with often, you can mark them as favourites. Favourites are shown at the top of the list for quick access.

Action	How to do it
Add favourite	Tap the empty heart icon next to the project name
Use favourite	Favourite projects are shown in their own section at the top of the project list
Remove favourite	Tap the filled heart icon to remove

Favourites are personal and stored on your user — they are available the next time you open the app.

The project's checklists

Once you have selected a project, the project's checklist overview opens.

The screen shows:

Element	Description
Project Information	Collapsible box with project information (department, project type, customer, project manager, start and end date)
Add Checklist	Button to add a new checklist to the project
In Progress	Active checklists (new or started). Shown at the top
Completed	Collapsible group with submitted checklists

Project information

Tap the Project Information heading to expand details about the project.

Active checklists are shown as cards with:

• The checklist's title
• Category (e.g. "QHSE / Work Environment")
• Progress bar with percentage and fraction (e.g. "11% Remaining 4/35")

Add checklist to a project

1. Tap + Add Checklist
2. A list of available templates appears — only published templates relevant to the project type
3. Each template shows title, category, and a short description
4. Use the checkboxes to select one or more templates
5. Tap Add to create the checklists

The button is only active when at least one template is selected. Tap X to cancel without adding anything.

Filling out a checklist

Tap a checklist to open and fill it out.

Top section

At the top of the checklist there is an information box with:

Field	Description
Title	The name of the checklist
Reference number	A unique number (e.g. 26-00270-VR-002)
Progress	Percentage and fraction showing how many questions have been answered

Sections

The checklist is organised into logical sections. Each section is shown as a collapsible card with a title and progress indicator (e.g. "4/5"). Tap a section to expand it and see the questions.

Answer types

Questions have different answer types depending on the template:

Type	Description
SLT (Short Line Text)	Single-line text
MLT (Multi-Line Text)	Multi-line text
Number	Numeric value
Choice	Choose one option from a list
MultiChoice	Choose multiple options
Date	Date picker
Person	Person picker (e.g. participants in an inspection)
Attachment	File upload (image/document)

Required and conditionally visible questions

Property	Description
Required	Marked with a red asterisk. Must be answered before submission
Default values	Pre-filled values that you can change
Conditional visibility	Questions that only appear based on the answers to other questions

Comments

You can add comments at two levels.

General comment

The bottom box of the checklist has a free-text field for general remarks that apply to the entire checklist. These appear in reports and exports.

Comment per question

Each question has its own comment field. Tap the Comment arrow under the question to open the comment field, and enter your remark. The comment is saved together with the checklist answer itself.

You can enable comments independently per question — you don't need to comment on all of them.

Attachments

Questions may allow attachments. Tap the attachment icon under the question and choose a source (camera, library, or files). You can attach multiple files per question, and the attachments are uploaded on submission.

Reference links

Questions can have associated reference links pointing to relevant documentation.

Type	Description
Web link	External URL — opens in the embedded browser
Governing document	Internal document from QDMS — opens in the document viewer

The links are shown with descriptive labels (not raw URLs) and an icon indicating the type.

Not applicable (N/A)

If a question is not relevant to the situation you can mark it as Not applicable (N/A). Tap the N/A checkbox at the question. Questions marked N/A are counted as answered in the progress calculation, so you can submit the checklist even if not all questions have a concrete answer.

Deviation from a checklist

You can create a deviation (NCR) directly from a question without leaving the checklist.

1. Tick the Deviation checkbox at the relevant question
2. Enter a required deviation comment describing the problem
3. The deviation is automatically created and linked to the checklist

Automatic field population

When the deviation is created, the following fields are filled automatically:

Field	Source
Title	The checklist's name
Description	Question + answer + deviation comment
Project link	From the checklist's project
Customer link	From the project configuration

The deviation is synchronised to the deviation system in Business Online and appears in the QHSE lists there.

📄 See also: Reporting (Deviations)

Drafts

If you don't complete the checklist in one session, it is automatically saved as a draft.

Action	How to do it
Find draft	Started checklists are shown under "In Progress" on the project page, with a status indicator
Continue draft	Tap the draft to open where you left off
Discard draft	Delete the draft using the delete function, confirm deletion

Submit a checklist

When the checklist is fully filled out:

1. Tap Submit
2. The app runs validation: - All required questions are answered or marked N/A - Numeric values and dates are within valid limits
3. On valid validation, the checklist is sent to Business Online and the attachments are uploaded
4. You see a confirmation with two choices: - Back to project — opens the project page - Start new checklist — start a new one in the same project

Submitted checklists move from "In Progress" to "Completed" on the project page.

After submission

Action	Description
Notification	The project manager is automatically notified about the new checklist
Consolidation	For templates with Aggregation enabled, the answers are replicated to a consolidation list that can be used by external sources, e.g. Power BI reporting

Active and completed checklists

Group	Content
In Progress (Active)	New and started checklists — shown at the top by default
Completed	Submitted checklists — shown in a collapsible group

Active checklists are prioritised in the view so you quickly find what you are working on.

Reference number

Each checklist instance receives a unique reference number when created.

Format: [Project number]-[Category]-[Sequence number]

Example: 26-00270-VR-002

Part	Description
Project number	The project's internal number (26-00270)
Category	The checklist's category (VR for Vernerunde / Safety round)
Sequence number	Sequential number (002)

The reference number is shown at the top of the checklist and cannot be changed after creation.