SINDRI Web Portal: How to create New Checklist if I am a Customer Licence Manager?

You can create and manage one or more your customized digital checklists via SINDRI Web Portal and use them in the Mobile App.

There are three statues of Checklists:

• Active Checklist - is visible in mobile app
• Draft Checklist - is not visible in mobile app
• Inactive Checklist - is not visible in mobile app and it is created when you don't want to use anymore and deactivate active checklist 

How to create New Checklist?

1. Login into Sindri Web Portal (sindri.portal (continental.cloud) using your user name and password for Customer Licence Manager account (that you received from us via e-mail) 
2. Open Checklist Management page
3. Press on Create a Checklist button

4. New window will be opened. In order to create new checklist the following options must be filled in:

• • Checklist name (the name will be displayed in Mobile App)
  • Type - only regular available
  • Language - select the language from the dropdown list (English, German or French)

   5. Create the content of the checklist by fulfilling Headers and Items (according to rules below)

   6. Press either:

• • Save and activate - to make checklist available in Mobile App
  • Save - to save checklist as draft (not visible in Mobile App)

Rules to create Headers and Items (example of a checklist):

• Add Header/s
  • Define Header name
  • Select a Checkbox type: ''Yes/No'' or ''OK/Not OK/Fixed'' - Selected type of checkboxes will be shown per items within the header group.
    • If you select ‘’Yes/No’’ => checkboxes ‘’yes’’ and ‘’no’’ will be displayed per items in header group.
    • If you select ‘’OK/Not OK’’ => checkboxes ‘’OK’’ and ‘’Not OK’’ and field ‘’fixed’’ will be automatically displayed per each item in the header group.
  • Order of headers (with all items included) can be changed - press ‘’Drag and move’’ icon on left side to change order of headers (1)
  • If needed, Header can be deleted by pressing the Delete option (2)
  • It is mandatory to add an Item, otherwise Checklist cannot be Saved

• Add Item/s
  • Define an Item name
  • Select an item type in the dropdown list:
    • ''Checkbox fields only'' – includes only ''OK/not OK'' or ''Yes/No'' checkboxes per item,
    • ''Checkboxes and comment/photo field'' – includes checkboxes, comment and photo per item,
    • ''Comment/photo field only''-includes only comment and photo per item
    • ''Item name only'' - Includes only name of item without any input fields
  • Order of items can be changed - press ‘’Drag and move’’ icon on left side to change order of items in header (3)
  • Subsection of items can be created - press ‘’Ident row’’ icon on left side to create subsection of items. (4)
  • If needed, Item can be deleted pressing the Delete option (5)