Create a new checklist template
To create your own checklist, from the main menu, click on Configuration > Templates > Checklists
Click on create new
Fill in the form:
- Add a name
- Add a description, if necessary
Assignation rules
In this section, you can apply the conditions on which the checklist template will operate.
In order to create a rule, you need to select a condition filter. If needed, you can select a second filter related to the first one.
There are a total of 5 applicable condition filters:
- Branch (to be ignored)
- Office
- Property
- Mission type
- Mission subtype
Click on + or to create additional rules.
In general, a rule should be composed of the office or property condition filter, plus the mission type.
Example: create a checklist template for all the RENTALREADY-PAR office's check-in missions.
By applying the office condition, I will then select the relevant office, then I will apply the mission type and select the check-in mission type.
With this setup, the checklist template will be applied to all the future check-in missions for the properties linked to the RENTALREADY-PAR office.
N.B: Not adding any assignation rules when creating a checklist template will lead to a lost template.
Amenities
The system will automatically create a Y/N task type for each one of the selected amenities in the forms:
- Is <XXX> working?
- Is <XXX> in the property?
All these tasks will be added to the list of tasks generated via the steps section.
Steps
In this section you can create all the checklist template tasks. The form has to be completed in at least one of the languages supported by RentalReady.
- In the name field, fill in the task question
- Select the field type among:
Number The agent will reply to the question by selecting a number between the maximum and minimum value set in the form File The agent will upload a number of photos or video between the maximum and minimum value set in the form PDF The agent will import a number of PDFs between the maximum and minimum values set on the form. Time The agent will select a time between maximum and minimum value set in the form Text The agent will fill in a written text whose length between the maximum and minimum length set in the form Yes/No The agent will reply Yes or No to the question - You can select an action that the system will perform once the task is completed among the list in the drop-down menu
- By selecting a category among the list in the drop-down menu, you can regroup the tasks in multiple sections
- If the box this step is mandatory is not ticked, the agent will be able to submit the checklist without completing this task
Here's the list of available options in the task header:
| Collapse the task form | |
| Move the task up | |
| Move the task down | |
| Duplicate the task | |
| Create a new task | |
| Delete the task |