Using Content Elements and Response Elements

Checklists and AgAuditor forms can be self-created. The form builder that allows for this consists of Content Elements and Response Elements.

Table of contents

• Using Content and Response Elements
• Content Elements

• • Headings
  • Paragraphs
  • External Link
  • Image
  • SAS Document
  • PPE
  • Video Embed
  • Separator
  • Page Brake
  • Group
• Response Elements
  • Record Repeater
  • Link Evidence
  • Text Field
  • Date
  • Number Field
  • Dropdown List
  • Checkboxes
  • Radio Buttons
  • File Upload
  • Signature
  • Draw
  • Add Task
  • SAS Record
    
    

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Using Content and Response Elements

1. To utilise an element, drag and drop the required element into the checklist from the Builder Elements Library on the right-hand side.
2. This then presents you with the options to set up the content of the element as required.
   
   
   
   
3. Once an element is inserted into your checklist, it can be linked to *conditional logic, edited, saved as a library element, deleted or duplicated as per the available icons.
   
   
4. To reposition an element within your checklist, click and drag the element to its new location.
   
   

To create a new checklist, you have the option of creating your own or selecting from one of our templates.

Create your own checklist

Create a checklist using a Safe Ag Systems template

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Content Elements

Content elements can be used to present information within Checklists and AgAuditor forms. 

• Headings
  

  Use headings to break your documents into sections, select from 3 heading sizes.

• Paragraph
  

  A body of information within the checklist. i.e. Could be an introduction and instructions for completing the checklist.

• External Link
  

  Link to external sources that may be relevant to the checklist via a URL.

• Image
  

  Insert any images that may assist with instructions on how to complete tasks within the checklist.

• SAS Documents (Checklists only)
  

  Attach any of your Safe Ag Systems Policies or Procedures.

• PPE
  

  Insert PPE icons that are relevant to the checklist.

• Video Embed (Checklists only)
  

  Have an instructional video hosted on Youtube or Vimeo? These can be added to the checklist via our Video Embed element.

• Separator
  

  Separate the content of your checklist into different sections by inserting a solid, dashed or dotted line.

• Page Break
  

  Have a long checklist you want to break up, use the page break element to separate the checklist into different pages.

• Group (Checklists only)
  

  Elements can be grouped together on the form so that a border can be drawn around them and the background can be coloured differently.
  
  Using Grouping

1. 1. Create Grouping by dragging group into the body. You can choose your background colour.  While building the Checklist, the colour will be grey until previewed & published.
   2. Drag additional elements into the box to ensure that they are included in the grouping. This can help to separate ideas.

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Response Elements

Response Elements are used to collect information. 

All Response Elements can be set as required by ticking the Required checkbox so that crucial fields have to be completed in order for the checklist to be submitted. 

• Record Repeater
  

  By inserting a Record Repeater, a set of response elements can be defined giving users the option to add multiple records as needed. 
  
  

  Using the Record Repeater

  1. Create the Record Repeater by dragging it from Builder Elements into the body.
  2. Fill in the prompt with the question/statement that requires an answer.
  3. Set the minimum number of records required.
     
     Record Repeaters will automatically present vertically via desktop and app. If you would like to view horizontally on the desktop (only) select Display elements inline when viewing.
  4. Drag response elements into the white Record Repeater box to ensure they are incorporated.
  5. Once the Checklist and/or Agauditor has been published the Record Repeater will appear as created with an initial one line present. If one or more line is needed then click the Add item button to duplicate the response field above it. this can be done as many times as needed.
     
     

• Link Evidence (AgAuditor only)
  

  Input a title that prompts the attachment of specific Safe Ag Systems documentation to be captured. Has the ability to have set evidence so that the evidence is auto-generated.
  
  Using Link Evidence
  
  1. Create the Link Evidence by dragging it from Builder Elements into the body.
  2. Fill out the prompt with the overarching question/statement that you seek answers for.
  3. Select + Specify Evidence.
  4. Then choose which Evidence Type you wish to have attached.
  5. Select the Data Type to be shown between, Document, Logs, and Completed Documents.
     
     Documents - links to the base document before it has been filled out.
     
     Logs - allows for all completed document logs to be listed. This could include all documents or just from set ones.
     
     Completed Documents - this allows for five logs to be shown which can be used as the case documents.
     
     
  6. You can also narrow down the selection by picking the version along with what is was Preformed For (Inventory items only).
     
     

• Text Field
  

  Use text fields to collect written responses within checklists. You can select from single-line or multi-line responses.

• Date
  

  This field captures a specified date.

• Number Field
  

  This field only accepts numeric inputs to be placed in one line.

• Dropdown List
  

  Create a dropdown selection list to set the types of responses you require.

• Checkboxes
  

  Create checkbox lists for individuals to complete.

• Radio Buttons
  

  If you require a specific response for your checklist (eg yes/no answer), then utilise the Radio button element.

• File Upload

  Request that any relevant images are taken and uploaded while running the checklist on the App.

• Signature

  If you require a signature at the end of the checklist, simply drag and drop this element in and make it required.  

• Draw

  Upload an image that can have a response drawn on to it by the person completing the checklist. 

• Add Task

  If a checklist requires further actions then a task can be generated to be carried out.

• SAS Record

  Incorporate the name of a pre-existing person, machinery/equipment, tool, structure, chemical, and locations.

 

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What's Next?

Creating a new Checklist

Building an Audit

Using Conditional Logic