Table of contents

Checklist templates can be created, edited and updated via Manage checklists. This is possible in two ways: The default variant is using the checklist designer. The other possibility is to use the excel import-template. The following are the steps to be taken in order to create checklists via Excel.

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Download and Import

Download the blank Excel checklist template

To get the template, please click on the context menu, select Import and “Download import-template”.

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Download optimised Excel checklist template

Alternatively, you can download an optimised Excel checklist template here. After activating macros, you can create checklists in a simplified way via Excel. Simply click on the corresponding buttons in the first tab "Information". Before importing into Testify, the template must be converted again, i.e. the macros must be disabled. This is possible via the "Save Import Excel" button.

Download optimised template:

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Import a completed Excel checklist template

To import a checklists template via excel, please click on the context menu, select Import and click on “Select file to import”.

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Create a checklist with the Excel checklist template

The excel file is divided in two tabs: Header and Content. The first row is the heading. Short explanations are deposited there as a note. It is always listed whether a column is mandatory or not and if yes, when this is the case.

Header

Id

partly mandatory

An own Id can be created but is not recommended. If not needed, this field should be left blank when creating a new checklist template. The Id is only necessary and mandatory when revising a checklist template.

If you want to revise a Checklist-Template insert the Checklist-ID of the desired checklist. When working with own Id’s, these Id’s must always be used, which is especially relevant when revising a checklist template.

The checklist ID can be accessed as following: Manage checklists - Periodic assignments - URL

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Attention: Import is only successful if there is no existing draft of the Checklist-Template (only published or disabled versions of the checklist template are allowed.)

Title

mandatory

Defines the title of the checklist template

Description

mandatory

Defines the description of the checklist template

DefaultLocale

mandatory

Defines the default language of the checklist template. Please note that the locale cannot be updated. Translations can be made via https://testify.atlassian.net/wiki/spaces/TWN/pages/1538621541. The locale codes are as following:

Limitation

mandatory

Defines how many users can run the checklist at the same time

• No Limit = 1

• Limited To One = 2

SignatureSetting

mandatory

Add signatures at closing of a checklist

• Disabled = 0

• Optional = 1

• mandatory = 2

EnableFastNavigation

mandatory

Activate fast navigation via checkidentifier

• true = 1

• false = 0

FocusInputFieldAfterEveryCheck

mandatory

Focusing the input field of the checkidentifier after every check

• True = 1

• False = 0

AutomaticNavigationToNextCheck

mandatory

Automatic navigation to next check after setting check result

• true = 1

• false = 0

DisableAutomaticNavigationToNextPage

mandatory

Disable automatic navigation to next page or section after clicking next-button

• true = 1

• false = 0

EnableReuseCheckResult

mandatory

Enable reuse of check result of last completed checklist of same test object

• true = 1

• false = 0

TestObjectTypeLimitations

not mandatory

Insert ID of Test object type to add an limitation

TestObjectLimitations

not mandatory

Insert ID of Test object to add an limitation

Content

Id

mandatory

This ID can be chosen freely but must be unique and is necessary to build a structure. This ID must then be used in the column ParentID of the subordinated pages, sections or checks. For example: 12345678

Type

mandatory

Please insert the number of the type you want to create:

• Page: Type = 1
  Only use: Id, Type, Title, Description, ParentId columns

• Section: Type = 2
  Only use Id, Type, title, Description, ParentId, OptionalSetting, Identifier, IsGateKeeper columns
  Dependencies cannot be created via the Excel import

• Check: Type = 3
  Only column that cannot be used is the OptionalSetting column

For example: 1 (if you want to create a page)

Title

Mandatory

Defines the title of the page, section, cor action. For example:

• Page: Fact sheet

• Section: General information

• Check: Is the machine clean?

• Action: Assign checklist

Description

Not mandatory

Sets the description of the page, section, check or action. For example:

• Page: Fact sheet

• Section: All general information checks

• Check: Please specify if the machine is clean

• Action: Assign checklist to the next department

ParentId

Partially mandatory

The ParentID is optional for pages (1), but mandatory for sections (2), checks (3) and action (4). If there are neither pages (1) nor sections (2), the ParentID is not relevant for checks (3) and actions (4). Actions can exist everywhere and thus have both pages (1) and sections (2), but no checks (3) as parents.

Otherwise, the desired structure cannot be created. The ParentId determines the structure of the checklist template. The structure of the checklist must follow these rules:

• Sections and pages can only have pages as parents, checks can only have pages and sections as parents.

• All children must always be of the same type (page/section/check).

• The following structure options between pages, sections and checks are possible:

  • Page > Page > ... > Section > Check or

  • Page > Page > Check or

  • Page > Section > Check" or

  • Page > Check" or

  • Section > Check" or

  • Check

OptionalSetting

partly mandatory

Mandatory for Sections (2), not possible for Pages (1) and Checks (3). Defines the status of the section:

• Required = 0

• DefaultDisabled = 1

• DefaultEnabled = 2

Identifier

partly mandatory

The Identifier is only mandatory for:

• Header Options:

  • EnableFastNavigation

  • FocusInputFieldAfterEveryCheck

• Content Option:

  • IsGateKeeper

The Identifier can be chosen freely but must be unique. This needs to be specified if one (or more) of these options has been selected. For example column H "IsGateKeeper" = 1 and column G "Identifier" = abcd

IsGateKeeper

partly mandatory

Mandatory for sections (2) and checks (3), not possible for pages (1).

Only allow execution via Identifier, if this setting is 1.

• false = 0

• true = 1

  • If true, an Identifier in column G must be specified. This Identifier can be chosen freely but must be unique.

CheckType

partly mandatory

mandatory for Type Check (3)

Enter the number of the desired check:

• Photo = 1

• Multiple choice = 2

• Numeric = 3

• Time = 4

• Calculation = 5

• Single choice = 6

• Date = 7

• Test Object Selection = 8

• Logical = 9

• Text = 10

• File = 11

• GeoPosition = 12

• Signature = 13

CheckLabel

partly mandatory

mandatory for

• Multiple choice (2): specify a label for each option that should be available, separated by a semicolon, e.g. A;B;C

• Numeric (3): specify the placeholder text for the input, e.g. enter a number...

• Time (4): specify the placeholder text for the input, e.g. select a time...

• Calculation (5): specify a placeholder text for each input for the calculation, separated by a semicolon,e.g. enter value1;enter value2;...

• Single choice (6): specify a label for each option that should be available, separated by a semicolon, e.g. A;B;C

• Date (7): specify the placeholder text for the input, e.g. select a date..

• Logical (9): specify a label for the positive and the negative option, separated by a semicolon, e.g. YES;NO

• Text (10): specify the placeholder text for the input, e.g. enter a text...

• GeoPosition (12): Specify the placeholder text for the input, e.g. Specify coordinates...

do not use this on these checks

• Photo (1)

• Test Object Selection (8)

• File (11)

• Signature (13)

CheckValidation

partly mandatory

mandatory for

• Multiple choice (2): specify the result value for each option with 1/0, separated by a semicolon, e.g. 1;1;0

• Single choice (6): specify the result value for each option with 1/0, separated by a semicolon, e.g. 1;1;0

• File (11): specify min and max files to upload, separated by a semicolon, e.g. 1;2

  • The minimum number must be greater than 1. Both min and max must always be defined - this can be subsequently changed in Testify itself.

optional for

• Numeric (3): specify the min and max value for the check to be valid (optional), e.g. 0;10

• Time (4): specify the min and max value for the check to be valid (optional), e.g. 10:00;10:30

• Calculation (5): specify the min and max value for the check to be valid (optional), e.g. 0;10

• Date (7): specify the min and max value for the check to be valid (optional), e.g. 1.1.2020;1.1.2021

• Text (10): specify a match string that the input should match (optional), e.g. Value1, OR a match string that contains a regular expression, along with an indication that the match string is a regular expression (values 0/1), separated by a semicolon, e.g. Value\d;1

do not use this on these checks

• Photo (1)

• Test Object Selection (8)

• Logical (9)

• GeoPosition (12)

• Signature (13)

CheckOptions

Partly mandatory

Format for combinations of CheckOptions: <property1 name>:<value1>;<property2 name>:<value2>

• For example: decimalPlaces:3;maxWarnValue:6;warnText:close

Scoring: A score can only be added if scoring is enabled. If the function is enabled but no score is set, default values are used.

• Photo (1)

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Multiple choice (2):

  • mustSelectAll: required, specifies whether all positive options must be selected, values 0/1

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScores: optional, specifies for single and multiple choice checks the score you get for each option, integers separated by commas"

    • e.g. isScoringEnabled:1;checkScores:5/3/0/-50

• Numeric (3):

  • decimalPlaces: required, specifies the number of decimal places to be maximally displayed, all integer value >0

  • maxValue: optional, sets the upper value to be valid

  • minValue: optional, sets the lower value for validity

  • maxWarnValue: optional, specifies the upper threshold, from which a warning message is displayed

  • minWarnValue: optional, specifies the lower threshold, from which a warning message is displayed

  • warnText: optional, specifies a text to be displayed in the warning message

  • setPointValue: optional, specifies a set point number to be displayed in the warning message

  • quickInput: optional, specifies whether the quick input shall be used - values 0/1

  • unitSuffix: optional, specifies the unit suffix

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Time (4)

  • maxValue: optional, sets the upper value to be valid

  • minValue: optional, sets the lower value for validity

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Calculation (5):

  • function: required, specifies the calculation type, values Avg=0 Sum=1 Stddev=2 Min=3 Max=4 Custom=5

  • decimalPlaces: required, specifies the number of decimal places to be maximally displayed, all integer value >0

  • maxValue: optional, sets the upper value to be valid

  • minValue: optional, sets the lower value for validity

  • maxWarnValue: optional, specifies the upper threshold, from which a warning message is displayed

  • minWarnValue: optional, specifies the lower threshold, from which a warning message is displayed

  • warnText: optional, specifies a text to be displayed in the warning message

  • setPointValue: optional, specifies a set point number to be displayed in the warning message

  • quickInput: optional, specifies whether the quick input shall be used - values 0/1

  • unitSuffix: optional, specifies the unit suffix

  • formula: optional, specifies the formula to use for the calculation, only use for custom calculation

  • resultFieldLabel: optional, specifies a placeholder text in the result field, only use for the custom calculation

  • checkIdentifier: optional, specifies a list of check identifiers of a referred check result, e.g. [checkIdentifier1,checkIdentifier2]

  • defaultValue: optional, specifies a list default values, e.g. [1,2]

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Single choice (6):

  • quickInput: optional, specifies whether the quick input shall be used - values 0/1

  • showOptionsHorizontally: optional, specifies whether the options are shown horizontally or vertically - vertical=0, horizontal=1

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScores: optional, specifies for single and multiple choice checks the score you get for each option, integers separated by commas"

    • e.g. isScoringEnabled:1;checkScores:5/3/0/-50

• Date (7)

  • maxValue: optional, sets the upper value to be valid

  • minValue: optional, sets the lower value for validity

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Test Object Selection (8):

  • selectionType: required, specify what testobjects shall be available, values AllTestObjects = 0, SubComponents = 1

  • positiveValidation: required, specify the checkresult if a testobject is selected - Successful=1, Failed=0

  • Multiselect: required, specify whether multiple testobjects can be selected, values 0/1

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Logical (9):

  • quickInput: optional, specifies whether the quick input shall be used - values 0/1

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Text (10):

  • quickInput: optional, specifies whether the quick input shall be used - values 0/1

  • jsonStringArray: optional, specifies properties that can be put in as json - e.g. [first,second]

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• FileUpload (11)

  • maxNumberOfFiles: optional, specifies the maximum number of files that can be uploaded.

  • minNumberOfFiles: optional, specifies how many files must be uploaded at least.

  • Scoring

    • isScoringEnabled: optional, specifies whether the scoring function is active or not, values 0/1"

    • checkScorePositiveResult: optional, specifies the score you get when the check is positive"

    • checkScoreNegativeResult: optional, specifies the score you get when the check is negative

    • e.g. isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Geoposition (12)

  • Scoring

    • isScoringEnabled: optional, indicates whether the scoring feature is active or not, values 0/1

    • checkScorePositiveResult: optional, specifies the score to get if the check is positive

    • checkScoreNegativeResult: optional, specifies the score to get if the check is negative

    • Example isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

• Signature (13)

  • Scoring

    • isScoringEnabled: optional, indicates whether the scoring feature is active or not, values 0/1

    • checkScorePositiveResult: optional, specifies the score to get if the check is positive

    • checkScoreNegativeResult: optional, specifies the score to get if the check is negative

    • Example isScoringEnabled:1;checkScorePositiveResult:5;checkScoreNegativeResult:0

CheckCategories

Optional for checks (3), not possible for pages (1) and sections (2).

Add the identifier(s) of the needed check category, separated by a semicolon, e.g. ISO 90001:18;ISO 22000

Prerequisite: The feature https://testify.atlassian.net/wiki/spaces/TWN/pages/2412871731 has been activated in advance via the Solution Team.

ActionType

Optional within a checklist, whether in a page, section or before/after a check.

• Type: 1