Control Panel > Work Order > Property Inspection Checklists

Using Generated Checklists:

1. After a Checklist Template has been created and a Checklist has been generated, it is ready to be used. Refer to Adding Checklists for more information.  
2. Click Control Panel > Work Order > Property Inspection Checklists.
3. Under the Open Checklist section, locate the desired checklist and click Update.
4. Based on the checklist format, skip to Simple Checklist or Good/Fair/Poor Rating below.

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Note:

• If you are having issues with the checklist working, make sure you have added two levels to the Checklist Contents.

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5. A Simple checklist will display as such.
   
   
   
   
6. A Good/Fair/Poor Rating checklist will display as such.
   
   
   
   
7. If your checklist contains a lot of content, select the desired section from the Table of Contents to jump directly to it.
8. Based on the Description and Type of your checklist, place Checkmarks and/or Remarks next to applicable sections.
9. If you wish to flag a specific item to follow up on, select the desired item(s) for Follow Up with a checkmark.

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Note:

• An item marked for Follow up will be highlighted in yellow for easy reference.
• By flagging an item for Follow Up, you must return to the checklist and enter a Date Resolved before the checklist can be completed.

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10. Images can be uploaded to checklist items to compliment documented issues. Click on the Upload Image icon next to the calendar icon.
    
    
    
    
11. In the pop-up window click Browse and select the image file from your computer or local network. Once completed click Add.
    
    

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Note:

• Numerous images can be uploaded to document the process of a resolution.
• A number in parenthesis will display next to the image upload icon to signify that images have been uploaded for that checklist item.
• Uploaded images can be viewed anytime when using a generated checklist or from the Checklist History section.

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12. Click Save & Complete to save changes and close out the checklist. Clicking Save & Complete will add the checklist to the Checklist History.
13. Click Save to save changes, or click Save & Complete to save changes and close out the checklist. Clicking Save & Complete will add the checklist to the Checklist History.