> For the complete documentation index, see [llms.txt](https://clearquote-van-fleets.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://clearquote-van-fleets.gitbook.io/docs/admin-functionality/checklist/how-to-setup-new-checklist.md).

# How to Setup New checklist

The page is designed to guide you through each step, making the process simple and flexible based on your needs.

* Click **“Checklist”** from the side menu.

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* This page displays all existing checklists. You can edit any existing checklist or create a new one.

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* To create a new checklist, click on the "+New" option.

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* You will be asked to select the appropriate\
  \>**Inspection Type**\
  **>Fuel Type**

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* Choose to either use an **existing template** or **create a new checklist.**

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* Select a template and make the required changes (if you select 'Choose from template list').

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FGLHTpvzz52APplnaH7cH%2Fimage.png?alt=media&amp;token=50181d22-1b4a-449e-8e9a-3d7e03f37ab1" alt=""><figcaption></figcaption></figure>

* Use the **pencil (edit) icon** to name or edit the section.

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* Add your first checklist question in the provided field.

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* Select the **response type** for the question (e.g., input text, dropdown, date, RGA, number, radio checkbox).

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* Use the **“Safety audit applies”** toggle to define whether a checklist question should be treated as a safety audit item. Enable the toggle for safety-related questions and keep it disabled for others.
* If enabled, any failure of the question will be treated as a **Safety Audit Alert** and will be reflected in email notifications under **“Safety audit alerts from checklist.”**

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FEy1aXgHCln5j9oAeMD3P%2Fimage.png?alt=media&amp;token=42c398f3-c93a-49fd-96dc-856d3050c745" alt=""><figcaption></figcaption></figure>

* Set whether the question is **mandatory** and whether it requires a **photo, note, or both.**

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* To add more sections, click to create a **new section** in the checklist.

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* Repeat the process to add all required questions and sections. Once all items are added, click **Save record & Publish** to activate the checklist.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FFbD42UjTIvI6S58NJGfA%2Fimage.png?alt=media&amp;token=2b46761e-6532-4ccb-a13d-a3dcfbe19e2d" alt=""><figcaption></figcaption></figure>

* After publishing the checklist, click 'Setup Alerts' to configure **email alert rules** for flagged or defective responses.&#x20;

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* Complete the alert setup by clicking "Add setup".

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#### Adding the Instrument Cluster Section.

1. Click **“Add Instrument Cluster Section”** to add the Instrument Cluster section to the inspection checklist.<br>

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2. Once added, the **Instrument Cluster section** will be placed as the **first section**, even if other questions or sections already exist.
3. The Instrument Cluster questions are **predefined and cannot be edited**.
4. By default, **three Instrument Cluster questions** will be added to the section.<br>

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