Setting Up Daily Checklists

Step-by-Step Guide:

1. Create Template:

   • Go to Reporting > Templates.
   • Click Create Form.

2. Design Fields:

   • Drag and drop elements to build your form:
     • Yes/No Toggle: (e.g., "Is the perimeter clear?")
     • Text Input: (e.g., "Odometer Reading")
     • Photo Upload: Mark as "Required" or "Optional".
     • Signature Box: For guard sign-off.

3. Assign & Trigger:

   • Assignment: Select the Sites where this form should appear.
   • Trigger: Set when this form appears (e.g., "On Clock In" for Vehicle Inspections, or "On Demand" for general reports).