This article will explain how to create a checklist template which can then be used in different parts of Resident, including property inspection checklists. If you would like to know what Checklists are and how to use them, please click this link.
All templates are kept in Settings/Templates on the left-hand side menu.
The main page will show you the list of all existing templates and their types.
Let us start by creating a new template. In the example below,we will create the template for a Checklist for property information which could be added later on the Block section with leaseholders having access toit.
Our checklists will have following parts:
- Property information
- The door entry code
- The property manager and contact details
- Next AGM Meeting
- Property documents
To start this process simply click the button 'Create New Checklist Template'.
1. Resident will take you to a screen on which you can add aCustom ID, template name and template type.
You can select from 3 Template types: Property inspection, property inventory or LPE1.
They are there to allow you to group your templates. Templates with any of those types will be accessible form Estate, Block or Unit level.
2. The next step is to create a Section of our Checklist. You can have as many Sections as you need or you can just create one. In our case, we will create two. The first one for General Information and the second for Property Documents.
The Section needs to have a Section title and a Section ordinal (it enforces position on the list). The Section description is an optional field.
3. Now as the new Section is in place we will start adding 'subsections' which are called 'Questions' in Resident. The mandatory fields for Questions are Question title, Question order and Question type. The Question category is optional. There are 6 types of Questions: Text, Single Choice, Number Currency, Date, Boolean. Each type will be illustrated below with an example. Under every question, you can also select if the question is Required, has Attachments, can have Tasks and Notes. Any of those are optional.
a) Text. This type will generate a text field under that question. It is the best option for any custom information so in our case, it should work great for Property information as they will be unique for each property.
b)Number. This question will only accept an answer in a number format. This one can work great for things like Door entry code.
c) Single Choice. This type of question allows you to pre-configure a set of answers from which you will later have to select one. You can add any number of options. Insert the Option name and Option Value. The Option Icon allows you to select from the preconfigured set of icons. We will use this question to select a property manager and their contact details.
d) Date. This question will only accept an answer in the date format. This can work great for things like AGM Meetings.
This question will only accept an answer in the number format. This can work great for things like Door entry codes.
e) Tick box. This will generate a tick box for you under the question title.
Once you have finished with adding all Sections and Questions you just press 'Create' button and your template will be added to the list of templates.