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.

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.

2. Enter the Checklist Name

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

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.

4. Basic Settings

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

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

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 .

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

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

✔️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.

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.

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.

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