Checklist Elements

Master data for checklist elements: create, edit, translate, filter and delete individual check items for checklists.

The checklist elements form the master data for the individual check items from which checklists are assembled. In the application, the page is called Checklist Items. On this page, the available checklist elements are managed centrally: you can create new check items, edit existing ones, name them in multiple languages, group them and delete entries that are no longer needed.

Note: This page is available exclusively to users with the Administrator or Superadministrator role. Other roles have no access to the management of checklist elements.

1. Overview (Table)

The overview shows all checklist elements in a configurable table. Each row represents one checklist element. The table is loaded page by page and can be sorted and searched.

Default columns

Column	Description
Id	Number of the checklist element assigned by the system
Name	Translated label of the check item (in the current display language)
Description	Additional description of the check item
Group	Group to which the checklist element is assigned
RefId	Freely assigned reference of the checklist element
Type	Value type of the check item (e.g. Text, Checkbox, Images)
Enabled	Indicates whether the checklist element is active
Additional text entry enabled	Indicates whether an additional text field is available
Input required	Indicates whether entering the additional text is mandatory

By default, the table is sorted in descending order by Id, so the most recently created checklist elements are at the top.

Sorting and search

Clicking a column header sorts the list in ascending or descending order by that column. The search field in the toolbar can be used to search the displayed list across all columns. In addition, a filter row is available below the column headers.

The Group column can be neither sorted nor filtered.

Open a checklist element

To edit a checklist element, mark the row and click Edit in the toolbar. The checklist element opens in the edit dialog (see Section 3).

2. Group filter

There is no separate filter bar for groups on this page. The table shows the checklist elements of the group selected in the application header. The Only current group switch is also located in the header, together with the group selection.

Which groups are available for selection depends on the access rights of the logged-in user. After a group change, the table is reloaded automatically.

3. Create or edit a checklist element

New checklist elements are created via Add in the toolbar (dialog Add checklist item); existing ones are marked and opened via Edit (dialog Edit checklist item). The dialog has no tabs: all fields are in one form, divided into the groups General, Images and Additional text entry.

"General" group

In this group, the basic properties of the checklist element are recorded:

Field	Description
Enabled	Switches the checklist element active or inactive. New checklist elements are initially inactive.
RefId	Reference of the checklist element (mandatory field, maximum 200 characters)
Name	Label of the check item (optional). The translations into the available languages are entered directly in the field.
Group	Assignment to a group (mandatory field). For new checklist elements, the current group is preselected.
Description	Additional description of the check item
Type	Value type of the checklist element (mandatory field). For new checklist elements, Text is preselected.
Input required	Determines whether a value is mandatory when filling it in

"Images" group

This group only appears if Images is selected as the Type.

Automatically rotate picture: Enables the rotation of associated images.
Four buttons (icon only) define the rotation. They can only be used once Automatically rotate picture is enabled.

"Additional text entry" group

Field	Description
Enabled	Enables an additional text field
Input required	Makes entering the additional text mandatory. The field can only be used once Enabled is switched on; if Enabled is switched off, it is reset.

Procedure

Click Add in the toolbar, or mark an existing row and click Edit.
Record the properties in the General group. RefId, Group and Type are mandatory fields. If needed, enter the label in the Name field in the desired languages.
As required, fill in the Images group (only for type Images) and the Additional text entry group.
Save the dialog.

Note: The RefId must be unique within a group. If a RefId already assigned in the same group is used, the system rejects the save with a corresponding error message.

4. Delete checklist elements

Checklist elements that are no longer needed can be deleted directly from the overview.

Select one or more checklist elements in the table.
Click the Remove button in the toolbar.
Confirm the security prompt.

Deleting multiple entries at once (batch operation) is supported. If an error occurs during deletion, a corresponding message is displayed and the action is cancelled.

Note: The Remove button is not available to view-only roles.

The toolbar of the overview provides the following tools:

Add: Opens the dialog for creating a new checklist element.
Edit: Opens the marked checklist element in the edit dialog.
Remove: Deletes the marked checklist elements (see Section 4).
Select all listed / Deselect all: Marks or unmarks all listed checklist elements.
Refresh: Reloads the current view.
Search: Searches the displayed list across all columns.
Erase filter: Resets the filters of the filter row.
Export: Exports the list.
Add template: Saves the current column and filter configuration as a template.
Reset table view to default: Resets the table layout to its initial state.
Settings: Opens the column configuration (show/hide columns and adjust order).
Layout settings: Restores a previously saved configuration.

The column and filter settings are saved per user and are retained after logging out.

Note: The buttons for creating, editing and deleting are hidden for view-only roles.

6. Permissions

Access to the checklist elements and all associated actions is restricted to the Administrator and Super Administrator roles. Within these permissions, the actions for creating, editing and deleting are additionally suppressed for view-only roles.