> 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-1.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.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FvHPAdjetGYvSNeNbxHKR%2Fimage.png?alt=media&amp;token=2e19f9c5-067b-4bbf-ac00-6879f58ce123" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2Fr8bMLs9L2sTcshTccxh8%2Fimage.png?alt=media&amp;token=60d0803a-67d4-4dea-95c8-4632f9d886ea" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FJWraqHxsBvwXP6yvXwK0%2Fimage.png?alt=media&amp;token=78b79bae-34ec-4ca9-a278-ef0386805903" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2Fu5ImFfNmimEAUq0Z2RO9%2Fimage.png?alt=media&amp;token=209204c1-0ee0-4612-8a2f-f9a468f7c5d4" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FyCVx8j9FH6SpPDoWyOoY%2Fimage.png?alt=media&amp;token=524d9b53-7609-47a7-986a-b41a7b1c383f" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FZr11NRHRrvk2n8TZVFYm%2Fimage.png?alt=media&amp;token=a9335959-d21e-4416-9863-e5cfce5477a8" alt=""><figcaption></figcaption></figure>

Add your first checklist question in the provided field.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FkCkf155ICDRyOoP7apPd%2Fimage.png?alt=media&amp;token=bbad1868-a3c0-40e3-99ce-a6eb7ba26510" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FWSGSYfUiT5dXStD9tdxe%2Fimage.png?alt=media&amp;token=7d43c1bf-147a-4278-ba41-f6e420203709" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FHzTbSqQre2ZLYDJOd6Vo%2Fimage.png?alt=media&amp;token=f5851538-487d-4541-bc1b-7178d27206b1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FOd2u0yOivqWRVhT5pv6C%2Fimage.png?alt=media&amp;token=199120d9-e115-444c-9f2c-1afca7ecad43" alt=""><figcaption></figcaption></figure>

* Repeat the process to add all required questions and sections. Once all items are added, click **Save & 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%2F5oZ4iYc47ptG6F6KEMWE%2Fimage.png?alt=media&amp;token=452dd640-b428-4adf-83ba-a0f8c40ec9b9" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FuOSOk1sigzR1FQy7UWBH%2Fimage.png?alt=media&amp;token=ba3aeb67-c24a-466a-8183-4132751178b1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FZzYsUYdZ08YneNv0E0Fn%2Fimage.png?alt=media&amp;token=dd39d1ae-6cb7-49fb-90bb-50202e256c4b" alt=""><figcaption></figcaption></figure>
