The Visual Checklist Designer allows you to create, edit, and delete checklist sections, questions, and answers, all from one page. This tool offers an alternative to using the Checklist Design Loader or the traditional checklist design options. It also prevents the need to manage a separate object record for each modification to the checklist, such as adding dependencies, questions, and reference documents. An Admin can configure which fields are required or optional in each Section, Question, and Available Answer section.
To access the Visual Checklist Designer, create a Checklist Design record. Then, from the Checklist Design record’s detail page, select Visual Designer from the Actions menu.
Note: The Checklist Design record must be in Draft state in order for the Visual Designer option to display. Your user account must also have the appropriate permissions.
Navigating the Visual Checklist Designer
The Visual Checklist Designer contains various options for assembling a checklist specific to your needs:
Menu Bar
The top right corner of the Visual Checklist Designer contains the following options:
- Reorder Sections: Opens a new page that allows you to manually reorder the sections of the checklist.
- View Record Detail Page: Returns you to the Checklist Design record detail page.
- Preview Design: Opens a preview of the checklist.
Left Navigation Pane
The left navigation pane shows all sections within your checklist. Each section displays as a link that directs you to the section and its related content. Click the Add Section button to add Introduction and Question sections to the checklist.
Note: If the Checklist Design record contains no Section Design records, Vault automatically creates a Question Section Design record when the Visual Checklist Designer is launched.
Main Area
The middle of the page contains editing options for your Question and Introduction sections. When you first access the Visual Checklist Designer, a default Question Section displays with a blank question you can edit.
Designing Introduction & Question Sections
Introduction and Question sections provide many options for designing your checklist. For example, you can create headers for your checklist or include a variety of question types, such as text, multiple choice, and date selection questions. You can also edit an Introduction Section by clicking the section itself in the middle of the page. You can configure optional fields from the Checklist Types page to display on the checklist. See below for information on designing each type of section.
How to Create a Section
To create a new section:
- Click the Add Section button in the left navigation pane.
- In the Create Section window, select Question Section or Introduction Section from the Section Design Type drop-down.
- Optional: If you select Question Section, enter a Name for the section.
- Optional: If you select Introduction Section, enter a Name and Header for the section.
- Click Create.
How to Design an Introduction Section
The standard field available for an Introduction Section is the Header. The Header displays at the top of the checklist at all times. Choose a header that applies to the type of checklist you’re creating. An optional Description field may display in the Create Section dialog if configured from the Checklist Types page.
Note: You can change an Introduction Section to a Question Section and vice versa. However, if a Question Section contains questions, you cannot change it to an Introduction Section.
How to Design a Question Section
To design quiz questions in a Question Section, enter the question text and select one of the following question types: Radio or Checkbox.
The Additional Configuration panel displays the Score checkbox, which is enabled by default. Score allows you to assign a score to each available answer. If a checklist respondent selects the correct answer, the Available Design Record will default to a value of 1, unless the respondent specifies a different value.
Expand the Additional Configuration panel to display the following fields:
- Correct Answer Feedback
- Incorrect Answer Feedback
- Randomized Answer?
Note: These fields are enabled by default for each new Question section. In addition, Checklist respondents can select up to one answer for Radio questions and up to 100 for Checkbox questions.
Limitations
The Visual Checklist Designer includes the following constraints:
- Custom fields and custom object types are not supported.
- You cannot delete a controlling question or dependent questions and sections. You must first unlink all the dependent questions or sections. To unlink a dependency, return to the controlling question and unselect the Dependency checkbox.
- The Visual Designer option is not available under the Actions menu for aggregate checklists.
- Users cannot create a question using a Library question from the Visual Designer page.
Related Permissions
The following permissions control your ability to use the Visual Checklist Designer:
- Read permission on all fields within the following objects: Section Design, Question Design, Available Answer Design
- Objects: Edit permission on all object types of the following objects: Section Design, Question Design, Available Answer Design
- Objects: Read permission on the following objects: Question Design Reference Document, Dependency Design.
The following permissions control your ability to add library questions to your checklist and save checklist questions to the library:
- Read permission is required on the following objects: Library Question, Answer Library Design, Library Question Reference Document
- Create permission is required on these objects to save checklist questions to the library: Library Question, Answer Library Design, Library Question Reference Document