2.5.12 How to add & edit a checkpoint in a checklist?

Add and edit checkpoints in a checklist. Open the project → Checklist tab → the checklist; click Add for one new checkpoint, Bulk Add for many at once, or Edit on an existing one. Each checkpoint has the Check Point question, Information (text/link/photo → bulb icon), a Type, a Mark-for-QC-fail value, and optional Photo/Remark required.

Overview

You can add new checkpoints to a checklist and edit existing ones. Each checkpoint is set up on its edit screen — the question, reference information, the answer type, which answer fails the stage, and whether a photo or remark is required.

🧭 How to use

Open the Project → Checklist tab → select the checklist. Then:

Add checkpoints

  • Click Add to add a single new checkpoint.

  • Click Bulk Add to add multiple checkpoints at once and configure them together.

Edit a checkpoint

  • Click Edit on the checkpoint you want to change.

Configure the checkpoint (the fields — for a new or existing one):

  1. Check Point (required) — the question the inspector answers, e.g. "Laser-measured width at top, mid & bottom. Tolerance ±2 mm."

  2. Information — reference detail: text, links, or photos. Once added, the inspector sees a bulb icon on that checkpoint during inspection — they tap it for the guidance.

  3. Type — how it's answered: Yes/No, Option, Text, or Numeric.

  4. Mark for QC fail — the answer value that fails the checklist stage (e.g. mark "No" as QC fail → answering No fails the stage).

  5. EQC Photo Required / Remarks Required — turn on to make a photo and/or remark mandatory; the inspector can't complete the checkpoint without them.

Then Save.

❓ FAQ

1. How do I add a new checkpoint?

Open the checklist and click Add for a single checkpoint, or Bulk Add to add several at once and configure them together.

2. What's the difference between Add and Bulk Add?

Add creates one checkpoint; Bulk Add lets you add many checkpoints at once and set their configuration together.

3. How do I edit an existing checkpoint?

Open the project → Checklist tab → the checklist, then click Edit on the checkpoint.

4. What can I put in "Information", and what's the bulb icon?

Text, links, or photos. Once added, inspectors see a bulb icon on that checkpoint and tap it to read the guidance.

5. What answer types can a checkpoint have?

Yes/No, Option, Text, or Numeric.

What does "Mark for QC fail" do?

It sets which answer fails the stage — if the inspector selects that value, the checklist stage fails.

What do "EQC Photo Required" and "Remarks Required" do?

They make a photo and/or remark mandatory to complete the checkpoint.

💡 Good to know

  • Add one checkpoint, or Bulk Add many at once (configure together); Edit to change an existing one.

  • A checkpoint has: the Check Point question, Information (text/link/photo → bulb icon), a Type (Yes/No, Option, Text, Numeric), a Mark-for-QC-fail value, and optional Photo/Remark required.

  • The Mark-for-QC-fail value fails the stage when selected; Photo/Remark required must be added to complete the checkpoint.

  • Information is optional and shows to inspectors as a bulb icon.

🔗 Related articles

  • 2.6.3 How to configure or edit a checklist (multiple stages)?

  • 2.6.2 How to add a checklist to a project?

  • 2.2.2 How to add an additional point to the checklist?

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