Create a New Checklist

To start a new checklist, click New and then Checklist in the dropdown. This will bring you to a blank checklist in our Authoring Tool.

Name Your Checklist

The first step in any checklist is the intro step. Here, you need to add a checklist title and an optional description.

Add Your First Step

Checklists are comprised of a series of steps. There are three types of steps: Basic Steps, Yes/No Inputs, and Number Inputs

To create your first step, click the + button in the upper left corner of your window and select a Basic Step.

You can also add another step by clicking the New Step button within the checklist workflow in the center of the screen. 


Step Types

1. Basic Step

Basic Steps provide users a task or direction, but do not require any input to proceed.

After creating a new step, type in the title or action to be done next to the step number. You may also add a Step Description for additional context.

2. Yes/No Input Steps

Certain processes may require a headset user to add input before moving to the next step. One way to enable this is with a Yes/No Step, in which the headset user must answer a Yes/No question in order to proceed.

To add a Yes/No Input step, click the + button and select Yes/No Input.

Once added, type in the step action and description. Please note that these steps should be answerable with a "Yes" or "No", and will not allow headset users to continue until they have made a selection.


3. Number Input Steps

Another way to enable input from the headset user is with a Number Input Step, in which a digit must be included to move to the next step.

To add a Number Input step, click the + button and select Number Input.

Once added, type in the step action and description. Please note that these steps should be answerable with a number, and will not allow headset users to continue until they have entered a number.

Editing Steps

Once a step has been completed you can still revisit and edit the step's contents, step type (Basic, Yes/No Input, Number Input), and order. 

  • To edit a step's content, simply click the Step Title or Step Description and type.
  • To add a copy of a step, click the ••• button and select Duplicate
  • To move a step within the chronology, click the ••• button and select Move Step Up / Down
  • To delete a step, click the ••• button and select Remove Step

To learn how to add reference images and require headset user's to take photo documentation, continue here.

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