There may be a time when a contractor or employee needs to add a note to their checklist to explain why they have selected a certain checkbox. This feature is now available and can be enabled in the Checklist Manager.
Here's how to activate this feature:
Click on Edit Manager.
Click on Custom Questions.
Scroll down and check the box beside Optional Note Enabled.
Scroll down to the bottom and hit Save.
Now, when an employee or contractor completes their checklist, they will be able to add an optional note to further explain any issues or relevant comments related to their selections.
Employees have the option of editing their note after submission by clicking "I made a mistake - edit details".
When the checklist has been submitted, managers can view the checklist in the dashboard, with the optional note visible in a new column beside the submitted checklist. The optional note also appears in the printable PDF form created for each checklist.
The optional note also appears in the printable PDF form created for each checklist.