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Inspection checklist setup
Inspection checklist setup

Learn how to manage checklists for use by your employees when conducting inspections in Bolt

Matt Collins avatar
Written by Matt Collins
Updated over 6 months ago

From the Setup page in Bolt, click on the Inspections Checklists link.

From this page, you can create new checklists and managing existing ones.

Create New Checklist

  1. Click on the New Checklist button

  2. Fill out the form

  3. Click the Next button

After saving, you will see the checklist page where you can continue with setting up the checklist.

Assigning Machines

Before a checklist can be used in an inspection, it must be assigned to a machine. To assign a machine:

  1. Click on the Assigned Machines link

  2. You will see a list of all machines.

  3. Click on the switch to enable the checklist for each relevant machine.

Managing Checklist Items

When completing an inspection, you can specify the items on the checklist that employees need to check. From the checklist page:

  1. Click the Add button in the Checklist Items section

  2. Enter the checklist item label (E.g. Oil Level)

  3. Click the Save button

To reorder checklist items:

  1. Click the Reorder button

  2. Click and hold on an item, then drag to a new position

  3. Once the order is correct, click the Save button at the bottom of the page.

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