What Fields can I Add to a Checklist?
When converting your paper forms to the Squizify digital format you will need to tell the platform what type of data you want in each column. Selecting the right Column Type helps to improve the quality of data that is recorded by your Users.
Here is an explanation of the various options:
Action: Creates No Action / Action Required boxes (needs linking to compliance)
Check: Creates Yes / No boxes
Completed by: (Do not use)
Completion Status: Creates boxes to identify if the row is complete.
Compliance-label: (Do not use)
Crew:- Free-text field for Users to enter their name
Date: Enables Users to click the box and automatically enter the current system date. In Options select System Auto Fill Enabled to allow this feature.
Datetime: An extension of Date above, this field enables Users to click the box and automatically enter the current system date and time. In Options select System Auto Fill Enabled to allow this feature.
Deliveryqualitycheck: Creates a popup to confirm whether a delivery is accepted or rejected. Users can add notes as to why goods are Damaged or Rejected.
Dropdown: This allows you to create a customised drop down list for your staff to select from. For example this client has an Activity that needed the unique responses Make, Prep, or Package. When you select this field, you then need to enter the items for your drop down list, separated by a comma, in the field "Dropdown Values"
Equipment: This field is used to link Master Equipment items to your task list. When you select this option it will create a dropdown list containing the items listed under Master Equipment.
Fss: Creates a dropdown list of names of staff that have a Food Safety Certificate (from the User Setup page)
Location check: Activates a QR code scan so you can track your location.
Manager: Creates a drop down list of the Managers in the system.
Multitext: This field creates a popup box for free text that can be used for additional information on a task list.
Number: Adds a field that can only have a numerical value.
Percentage Value: This can be used so the numerical value entered shows as a percentage.
Price: This adds a "$" to the value entered.
Product: Creates a drop down list linked to items that are added into the Master Products list.
Stock: Creates a pop out where you can add the stock from the products list, unit of measurement and quantity .
Supplier: Creates a drop down list of Supplier names from the Supplier Contacts page.
Temperature: Creates a pop-out box for the temperature so you can only add the numbers.
Text: This field can be used where free text answers are required. It is often combined with the Users Can Add Row function.
Time: Enters a field so Users can click on the box and automatically add the current system time.
TPM: Enters a field that can be a numerical value or linked to an integrated TPM probe.
Update: Creates a date and time field where users can select a date from a calendar popout.
Weight: Creates a numerical value box for Users to enter weight values.
Here is an explanation of the various options:
Action: Creates No Action / Action Required boxes (needs linking to compliance)
Check: Creates Yes / No boxes
Completed by: (Do not use)
Completion Status: Creates boxes to identify if the row is complete.
Compliance-label: (Do not use)
Crew:- Free-text field for Users to enter their name
Date: Enables Users to click the box and automatically enter the current system date. In Options select System Auto Fill Enabled to allow this feature.
Datetime: An extension of Date above, this field enables Users to click the box and automatically enter the current system date and time. In Options select System Auto Fill Enabled to allow this feature.
Deliveryqualitycheck: Creates a popup to confirm whether a delivery is accepted or rejected. Users can add notes as to why goods are Damaged or Rejected.
Dropdown: This allows you to create a customised drop down list for your staff to select from. For example this client has an Activity that needed the unique responses Make, Prep, or Package. When you select this field, you then need to enter the items for your drop down list, separated by a comma, in the field "Dropdown Values"
Equipment: This field is used to link Master Equipment items to your task list. When you select this option it will create a dropdown list containing the items listed under Master Equipment.
Fss: Creates a dropdown list of names of staff that have a Food Safety Certificate (from the User Setup page)
Location check: Activates a QR code scan so you can track your location.
Manager: Creates a drop down list of the Managers in the system.
Multitext: This field creates a popup box for free text that can be used for additional information on a task list.
Number: Adds a field that can only have a numerical value.
Percentage Value: This can be used so the numerical value entered shows as a percentage.
Price: This adds a "$" to the value entered.
Product: Creates a drop down list linked to items that are added into the Master Products list.
Stock: Creates a pop out where you can add the stock from the products list, unit of measurement and quantity .
Supplier: Creates a drop down list of Supplier names from the Supplier Contacts page.
Temperature: Creates a pop-out box for the temperature so you can only add the numbers.
Text: This field can be used where free text answers are required. It is often combined with the Users Can Add Row function.
Time: Enters a field so Users can click on the box and automatically add the current system time.
TPM: Enters a field that can be a numerical value or linked to an integrated TPM probe.
Update: Creates a date and time field where users can select a date from a calendar popout.
Weight: Creates a numerical value box for Users to enter weight values.
Updated on: 12/03/2024
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