How to upload/complete a checklist

Checklists have been optimized for users in the field using mobile devices to complete inspections, complete forms, and collect data remotely. Checklists can also be completed on the website.

Web

On sitespecs.io , navigate to the project you wish to complete the checklist for. Once in the project, navigate to the Checklists tab where you will see a list of the checklist template on that project. Hovering your mouse over the correct checklist template will display options on the right side of the checklist template row. Click the '+' button to complete a record of that checklist template.

You will be required to answer all required questions in the checklist with the applicable data types dictated by the question types. Once all the required questions are completed, the 'Complete and Upload' button will be enabled.

Site Specs will automatically compile your answers into a PDF document with any additional data included per the checklist template settings and distribute the report to your project team via a live notification.

Mobile

Completing checklists using a mobile device is extremely easy with Site Specs' mobile app. Navigate to the project you wish to complete the checklist for. Tap into the project details, and select the Checklists button to view all the checklist templates available on that project. Use the search bar to find the specific checklist template you wish to complete.

You will be required to answer all required questions in the checklist with the applicable data types dictated by the question types. Once all the required questions are completed, the 'Upload' button will be enabled.

Site Specs will automatically compile your answers into a PDF document with any additional data included per the checklist template settings and distribute the report to your project team via a live notification.