Creating an evaluation checklist
 |
 |
 |
Prerequisites
- Access to the Configuration > Evaluation checklist menu in the desired component.
Introduction
In the Inspection and Supplier components, checklist completion differs in comparison to the other components.
Evaluation checklists are used to evaluate the components' records and steps, such as registered suppliers and inspection steps.
See below how to create an evaluation checklist:
Creating a checklist
1. Access the Configuration > Evaluation checklist menu.
2. Click on the 
button to add a checklist.
3. On the screen that will open, enter an ID # and a name.
4. In the Value field, enter the value of the item that will be associated with the checklist.
5. In the % acceptable field, insert the minimum percentage for the record to be approved.
6. Click on the 
button to enable the Checklist items tab.
Adding checklist items
In the Checklist items tab, insert the questions that will compose the checklist. To do so, follow the steps below:
1. Click on the side toolbar button.
2. On the screen that will open, fill in the Name field with the question.
3. Enter the question value in the Value field.
4. In the Upper level item field, select another checklist item that will be superior to that question.
5. In the Answer field, define whether the answers will be standardized or customized through the Use default answers (Yes, No, N/A) and Use customized answers options.
See the fields available in the Answer tab when inserting item data:
| Use default answers (Yes, No, N/A) option |
| Default answer: insert a default answer to the question for when the checklist is being filled out. The available options are: "Yes", "No", and "N/A". |
| Mandatory to have [Comments] field filled out when: select the situations in which filling in the Comment field of the checklist will be required. That is, if "No" is checked in the configuration and is selected as an answer for the checklist, the Comment field must be filled in. |
| Use customized answers option |
|
If this option is selected, click on the
|
6. In the Description tab, enter general notes, if you wish.
7. To finish the record, click on the 
button.
Conclusion
Thus, an evaluation checklist has been created in the system.