This article describes how to create your own checklists and protocols in Next Field using the Forms Pro module. You'll get a step-by-step walkthrough of the process, from logging in and navigating to your company page to creating a new form template, as well as information about the required permissions.
To create your own checklists in Next Field, you need to have the Forms Pro module enabled — once it's in place, you're ready to get started.
Getting Started with Creating Your Own Checklists
Follow the steps below to create your first list:
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Log in to Next Field via the web.
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Go to your company page. You can find it under My Company (see the image below).
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Verify that you have admin access in your company — only users with the Company Admin role can create and edit checklists.
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Click the blue button at the bottom: Click here to see your company's Forms templates. Here you'll see a list of all checklists in your company profile, as well as the templates you're working on (drafts).
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Select New forms template to start a new list.
Company Page — note the button for viewing your company's form templates.