Checklist Element Groups
Create, edit, populate with elements and delete checklist element groups.
Checklist element groups combine several checklist elements into a reusable building block. A group is created once and can then be used in any number of checklists — for example, a "Vehicle check" group containing all the inspection points queried during a vehicle check.
This page is intended for administrators. The management of checklist element groups is only accessible to users with administrator or super administrator permissions.
For an overview of how elements, groups and checklists work together, see Checklists.
1. Navigation
The management of groups is accessible from the main menu under Master Data › Checklist Element Groups.
2. Overview Table
The overview shows all checklist element groups in a paginated, sortable table. Clicking on a column heading sorts the list by that column in ascending or descending order. By default, the list is sorted by Id in descending order.
| Column | Description |
|---|---|
| Id | Internal number of the group |
| Group | Assigned organisation group (client/subgroup) |
| RefId | Unique reference ID of the group |
| Name | Designation of the group (translated into the respective display language) |
| Enabled | Indicates whether the group is active and therefore usable |
| Type | Kind of group |
| Checklist Items | List of the contained elements (shown abbreviated when there are many entries). This column can be neither filtered nor sorted. |
3. Group Filter
The page has no group selection of its own. It shows the checklist element groups of the organisation group selected via the group selection in the application header. If the group is changed there, the table reloads automatically.
4. Toolbar
The toolbar of the overview provides the following functions:
- Add / Edit: Opens the form for creating a new group or editing a selected group. The buttons are shown depending on the permissions of the logged-in user.
- Remove: Removes the selected groups (see section 7).
- Select all listed / Deselect all: Selects all displayed groups or clears the selection.
- Refresh: Reloads the table.
- Search / Erase filter: Searches the table or resets the filters that have been set.
- Export: Exports the table.
- Layout functions (Add template, Reset table view to default, Settings, Layout settings): Adjust the column display and arrangement or reset the layout.
5. Create or Edit a Group
Add creates a new group, while Edit opens an existing, selected group. In both cases, a form without tabs appears (Add checklist item group or Edit checklist item group).
Procedure
- Open Master Data › Checklist Element Groups.
- Click Add or select an existing group and click Edit.
- Fill in the fields. The language-dependent designations are entered directly in the Name field.
- Compile the contained elements (see section 6).
- Save.
Fields
| Field | Description |
|---|---|
| RefId | Mandatory field. Unique reference ID of the group (at most 200 characters). May only occur once per client. |
| Name | Mandatory field. Designation of the group. The translated designations are maintained directly in this field. |
| Group | Mandatory field. Organisation group to which the element group is assigned. |
| Enabled | Controls whether the group is active and available for use in checklists. |
| Type | Kind of group. |
| Checklist Items | Area with the list of the contained elements (see next section). |
Note: The RefId must be unique. If an already assigned RefId is used when saving, the system rejects it with an error message and the operation is not saved.
6. Manage the Elements of the Group
In the Checklist Items area of the form, the contained checklist elements are managed as a list. The order of the elements in this list determines the order in which the items are later displayed.
Add an element
- In the Checklist Items area, click + (Add) — a new row with a selection field appears.
- Select the desired element in the selection field. Each row must contain an element.
Only checklist elements of the type Checkbox are available for selection. Elements that are already contained in the group are no longer offered.
Remove an element
A row is deleted from the group via the row's remove icon.
Change the order
The elements appear in the order in which the rows were added. There are no buttons for moving individual elements. The order is retained on saving.
7. Delete a Group
Groups that are no longer needed can be removed from the overview.
- Select one or more groups in the list.
- Click Remove in the toolbar.
- Confirm the confirmation prompt.
When deleting, the assignments of the contained elements are removed first and then the group itself.
Caution: A group cannot be deleted while it is still used in an existing checklist. In this case, the system aborts the operation and shows which checklists still use the group. First remove the group from those checklists and then repeat the deletion process.
8. Use in Other Areas
Checklist element groups can be selected at other points in the application via a search field with a suggestion function (type-ahead). As you type, matching groups are suggested; the translated name is displayed together with the RefId. The suggestions are limited to the current organisation group and are loaded page by page.
9. Notes
- Access to this page is restricted to administrators and super administrators.
- Creating and editing groups require the corresponding user permissions; without them, the associated buttons are not displayed.
- All changes to groups are logged in the system.