Setting Up Inspection Checklist Categories

Use checklist categories and subcategories organize the various types of checklists items for inspections.

You set up inspection checklist categories and subcategories on the Inspection Checklist Category page.

Use the checklist categories and subcategories for categorizing checklist items when you set up inspection checklists on the Inspection Checklist Item Details page. See Setting Up Inspection Checklists.

Adding Checklist Item Categories

1. Select Inspection Setup > Checklist Category.

2. On the Checklist Category page, click Add to add a checklist category.

3. On the Checklist Category Details page, enter a category ID and description.

4. If you want to add a subcategory, click the Add button to add the first subcategory in the Checklist Subcategory section. Click the Add icon for additional subcategories.

5. On the Checklist Subcategory Details page, enter a subcategory ID and a description.

6. Click Save.

Modifying Checklist Item Categories

1. Select Inspection Setup > Checklist Category.

2. On the Checklist Category page, select the row for the category that you want to modify.

3. On the Checklist Category Details page, you can only modify the category description. You cannot change the category ID.

4. Click Save.

Modifying Checklist Item Subcategories

1. Select Inspection Setup > Checklist Category.

2. On the Checklist Category page, select the row for the category with the subcategory that you want to modify.

3. Select the subcategory that you want to modify in the Checklist Subcategory section.

4. You can only change the description on the Checklist Subcategory Details page.

5. Click Save.

Deleting Checklist Item Categories

When you delete a checklist category, all associated subcategories are also deleted.

1. Select Inspection Setup > Checklist Category.

2. On the Checklist Category page, select the row for the category that you want to delete.

3. On the Checklist Category Details page, click Delete.

4. If you want to delete multiple checklist categories, you can delete them on the Checklist Category page:

   • Click the Edit icon.

   • Select the check boxes for the category rows to delete.

   • Click the Delete icon.

Deleting Checklist Subcategories

1. Select Inspection Setup > Checklist Category.

2. On the Checklist Category page, select the row for the category with the subcategory that you want to delete.

3. On the Checklist Category Details page, select the row for the subcategory that you want to delete.

4. Click the Delete button on the Checklist Subcategory Details page.

5. If you want to delete multiple subcategories, you can delete them on the Checklist Category Details page:

   • Click the Edit icon.

   • Select the check boxes for the subcategory rows to delete.

   • Click the Delete icon.