Getting Started
You only need to do three things to get yourself up and running in IntouchCheck!
| 1) Add Your Checklists | 2) Add Your Users | 3) Add Your Locations |
Adding a Checklist
Most importantly, you need the Checklists that your checkers will be completing.
| Make sure you’re on the ‘Manage Checklists’ tab. That’s the one with the clipboard icon! |
On the top left of your screen, you’ll see a BIG GREEN plus sign.
From here, you will be brought to the templates page. You can either select a checklist template as your starting point, or you can choose to copy an existing checklist or start from scratch.
When creating YOUR OWN checklist there are two main parts:
- Sections - new checklists always start with one ‘Main Section’
- Questions - new checklists do not have questions. That’s up to you!
Adding Questions
Click any question type to add to your checklist. You’ll get a popup, and at minimum, you need some question text; some question types require answer options, too (e.g., multiple choice, checkboxes, etc.).
Toggle on or off scoring as applicable. Scores can help you validate compliance and compare results across locations and time. If you don’t include a score, analysis opportunities will be limited.
As you add questions and points to your checklist, you’ll see a running tally at the top. This shows how many questions you have in the section, the total number of points for that section, and the overall score across ALL sections, if you’ve added more.
Once you’ve added all your questions, click the ‘Publish’ button at the top right to make your checklist live and ready for auditors to start auditing!
For more help setting up checklists and information on all the detailed options, click here.
Users & Locations
Now that we have our checklists, you’ll need two more things before you start checking!
- The Users who will be performing checks.
- The Locations they will be performed at. You may only need one location! That’s ok.
Adding a User
From within IntouchCheck, you’ll need to navigate to Account Settings to add a user. Click the person icon in the top right to get to the menu, and select ‘Account Settings’.
| The ‘Organization Settings’ tab will allow you to administer many things, including your users. | |
| Click the Users option to add your people. |
To add a user, click on + Create button located on the top left of the page
For all new users you’ll need at minimum the following information:
- First Name, Last Name, and Email Address
- Group (you already have one - Admins) - read more here
- Hierarchies (you already have one of these, too - Your Organization Name)
- User Role (Admin, others who will manage your setup and checklists OR Users, those performing the check)
Once your user is set up, they’ll be able to complete checks using the checklist(s) you created!
Adding a Location
Only one location, department, or office? More than one? Cool. Let’s build a hierarchy!
| To start, look down a few tabs to find the ‘Hierarchies’ tab and click it. |
You’ll see your company name, with a little “+” next to it. That plus is your friend; to add a district/regional roll-up or a location (depending on your corporate structure), click it.
All hierarchy nodes need a name, but only ‘Locations’ need an address. When checking, you’ll need to make sure you have at least one location, as that is where you perform a check. Even if you’re a one-stop shop, you’ll need to create a location under your organization. Just toggle location on and then add your address and you’re ready to go!
Admin users and users with 'Manage Hierarchy' permissions can also add locations from within IntouchCheck when starting a check. This is supported in the IntouchCheck web app, however, this is not currently supported when using the Native Android or iOS applications. Learn more about hierarchies and locations in our help guides.
| Ready to check? Get back to IntouchCheck by clicking this icon in the top navigation bar. |
Performing Checks
Starting a Check
| If you just navigated to Check you will have landed on your Home page and you can start your check from there. | |
| You can also start a new check from the Perform Checks tab. That's the icon that looks like a clipboard. |
On the Home page, click on the Start Check button
If you’re an Admin and you haven’t created a location yet, you can do that here, if you are working on our Web version. If you are working on our Native App, you will need to create at least one location on your hierarchy before you can start a Check. Let’s assume you did that, though.
Checking requires two things:
- A Location
- A Checklist
Select them from the dropdowns. You can do fancy things with future scheduling if you desire, too.
Click ‘Start Check’ when you’re ready to go!
Completing a Check
Your In Progress checks will automatically appear on your screen. IntouchCheck is optimized for mobile devices and supports offline completion if required.
Your main goal is to complete the questions, add comments, photos, or followup actions (for future resolution) if required.
For checklists with multiple sections, use the menu at the left of the page to navigate to other pages, or use the button that shows on the bottom if there is more than one.
The checklist menu on the left of the page displays the sections of the checklist and the score attributed to them, with an overall score at the bottom. Checklists can be navigated by clicking on the section titles.
Alternatively, the checklist can be navigated by clicking the button above (located on the bottom right)
You can also save your progress, by clicking on the save button
Once you’ve completed your audit, click the ‘Review’ button to view a summary of all your answers and associated items.
To make changes, you can navigate back.
Once you click ‘Submit’, you will not be able to modify your audit!
After submission, you’ll be redirected back to the Perform Checks tab.