These instructions provide a step-by-step guide to creating a checklist in the BSI Connect software.
Checklists help ensure consistency and standardisation in the way audits are conducted. They can be used to manage ISO audits, testing activities, routine checks, and inspections more effectively.
Click to view video instructions.
Instructions
- Log into the platform BSIConnect.app
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Select Checklists from menu on the left.
- Select Add New.
- Enter the checklist Title.
- Select Owners (you can type the name of the owner or use the person symbol to search).
- Select Standards (you can type the name of the standard or use the tree symbol to search).
- If required, the version can be changed by simply overwriting the information in the version field.
Checklist Sections, Subsections & Questions
Next, build out your checklist sections, subsections and questions.
- Add the name of the section title in the section text field [1].
- Enter the question information into the large text box below the section [2].
- There are a variety of formatting options available such as bullets, numbering, font size [3].
When creating a new section or question in the form, the system will automatically generate section/question numbers for you. If you prefer to use your own numbering system, simply overwrite the auto-generated numbers with your desired sequence. Keep in mind that by customising the section and question numbers, the auto-numbering feature will be disabled for those specific sections/questions. Double-check your numbering to ensure accuracy and consistency throughout.
- To add a subsection, click the three dots next to the section where you want to create it.
- A drop down menu will appear.
- Select 'Add Subsection'.
- Checklists can be organised into up to four hierarchical (subsection) levels.
Answer Types
For each question you build, select the relevant answer type:
- Single select - a preset list of answer options to choose from. If you choose this, select the answer option from the drop down list provided.
- Text – text box answer type.
- Multiselect - allows users to choose more than one option from a predefined list of values. Multiselect answer type is a Premium feature, available only to customers on the Premium plan or higher.
Text and multiselect answer types do not support scoring.
Answer Options
Depending which answer type you select will depend on the answer options available.
- For single select we provide a pre-built list of answer options by default.
- Customers on the Premium plan or higher can customise the answer library for single select and multiselect answer types. For more information on how to do this, click here.
Checklist Sections & Questions - Enabling 'Not Applicable' to questions
- Each section and question can have the N/A option enabled.
- Section level [1] - allows the entire section to be marked as not applicable.
- Question level [2] - allows individual questions to be marked as not applicable
- To enable N/A, select the check box of the corresponding section or question.
Checklist Sections & Questions - Adding 'Guidance' to questions
Each section and question can have Guidance enabled. By incorporating guidance in sections and questions, you can help the respondents interpret the section/question accurately, provide relevant responses, and minimize ambiguity or confusion.
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To enable guidance, click the three dots corresponding to the applicable section [1] or question [2]:
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When the three dots are selected, a further drop-down menu displays, showing the option to Add Guidance:
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When Add Guidance is selected, a new text box appears beneath the selected section/question. The author simply adds the guidance note into the space provided.
- To remove Guidance from a section question, select the three dots to the right of the section/question and select Remove Guidance.
Adding additional sections and questions
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To add more questions or more sections, simply select Add Question or Add Section located at the bottom of the screen or alternatively use the three dots located to the right of the corresponding section/question.
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Alternatively, use add section/question, located under the three dots.
- Each time a new question is created, the question will inherit the same answer type/option as the previous question, these can easily be changed by simply changing the answer types/answer option.
Duplicating Questions
- Duplicating a question saves time by reusing the existing question setup and settings.
- First identify the question you want to duplicate. Then, select the three dots and from the menu select duplicate question.
Delete Section or Question
- To delete a question or section, select the three dots located to the right of the corresponding section/question.
To delete a question, ensure there are at least two questions added to the checklist. If there is only one question, the delete option will not be available. The same rule applies to deleting sections.
Reorder Sections and Questions
- To move the order of the sections or questions, click and drag the move icon located to the left of the section/question numbering.
Publishing the Checklist
- In order for a checklist to be associated to an audit, it must first be in a published state.
- Select Publish followed by confirm. The checklist will transition into published state.
Checklist Score Set Up
For instructions on checklist score set up, click here